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Win-Loss Analysis Template for Google Sheets

Track win conversion rates by team, individual, industry, region, deal size, and more, with our pre-built Google Sheets dashboards.Powered by your HubSpot CRM data.

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HubSpot Win-Loss Analysis
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"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

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.

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