Testimonial
"Coefficient's Google Sheets templates are the next step in spreadsheet evolution–connected spreadsheets. Connected sheets mean faster, better, and more accurate analysis by everyone–especially if you can't code!"
Evan Cover
Director, BI Engineering and Governance, Klaviyo
Table of Contents
Maximize Wins. Cut Losses. Accelerate Revenue.
Maximize wins. Cut losses. Accelerate revenue.
Coefficient’s Win-Loss Template empowers sales professionals to monitor conversion rates across all sales units and reps using a centralized, pre-built HubSpot dashboard in Google Sheets. Accelerate revenue growth by reinvesting in winning initiatives, and cutting losing strategies quickly. Launch our free Win-Loss Template in one click.
Win-Loss Template saves time & boosts revenue:
- Pinpoint how company, team, and individual win rates fluctuate over time.
- Identify performance trends early to double-down on wins or reverse course on losses.
- Generate a clean list of recently lost opportunities and why they failed.
- Receive a Slack or email alert every time a new deal is lost.
Metrics tracked in the template
Understand your sales performance at every level.
- Total opportunity amounts – Track both won and lost deal values over time to understand revenue impact
- Opportunity counts – Monitor the volume of won vs. lost deals to spot velocity changes
- Overall win rate – See your company-wide conversion percentage at a glance
- Win rate by team – Compare performance across different sales teams to identify top performers
- Win rate by sales rep – Track individual rep conversion rates and rankings
- Win rate by industry – Discover which verticals yield the highest success rates
- Win rate by lead source – Understand which channels generate the most winnable opportunities
- Win rate by country – Analyze geographic performance patterns
- Win rate by account source – Compare conversion rates across different account types
- Win rate by opportunity size bucket – See how deal size impacts close probability
- Win rate by opportunity age – Understand how time-to-close affects win likelihood
- Recently lost opportunities list – Review detailed records of recent losses for immediate analysis
Every metric updates automatically. No manual calculations. Just instant visibility into what drives wins and losses.
How to use the win loss analysis template
Get actionable insights in minutes, not hours.
Start by clicking “Get Free Template” to copy the dashboard to your Google Drive. The template opens with sample data so you can explore the layout and visualizations immediately. Every chart, table, and metric is pre-built and ready to populate with your actual data.
- Connect your HubSpot account with one click. Open the Coefficient sidebar in Google Sheets, select HubSpot from the integration list, and authenticate. No complex API setup. No coding required. Your deal data starts flowing automatically into the pre-configured import sheets.
- Customize the analysis to match your business. Filter data by specific date ranges to analyze quarterly or monthly performance. Select which teams or reps to include in the analysis. Add your own win rate targets to track performance against goals. The template’s formulas and charts update instantly as you adjust parameters.
- Set up automated data refreshes to keep insights current. Schedule daily or hourly updates so your win-loss metrics stay fresh without manual work. Share the dashboard with your team directly in Google Sheets – everyone sees the same real-time numbers.
Who is this template built for?
- Sales leaders and managers gain complete visibility into team performance. Track individual rep win rates, compare team effectiveness, and identify coaching opportunities based on actual data. No more waiting for end-of-month reports to understand what’s happening in your pipeline.
- Revenue operations professionals can monitor pipeline health and spot bottlenecks instantly. Analyze conversion rates at each deal stage, track performance trends, and provide data-driven recommendations to leadership. All your critical metrics update automatically in one centralized dashboard.
- Sales representatives see exactly where they stand. Compare your personal win rates to team averages, understand which types of deals you close most successfully, and learn from lost opportunity patterns. Data-driven self-improvement starts with clear performance visibility.
- Founders and executives get the strategic insights needed for growth decisions. Understand sales efficiency across the organization, forecast more accurately based on historical win rates, and allocate resources where they’ll have maximum impact.
