)
Written by
Table of Contents
“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
HubSpot’s native reporting only calculates win rates based on deal count, but what you really need is win rate analysis based on actual deal values to understand your revenue conversion performance.
Here’s how to build automated revenue-based win rate calculations that update in real-time with your HubSpot data.
Calculate revenue-based win rates using Coefficient
Coefficient solves this by importing live HubSpot deal data into spreadsheets where you can create custom formulas that calculate win rates using deal amounts instead of deal counts. You can set up automated refreshes so your calculations stay current without manual exports.
How to make it work
Step 1. Import your deal data from HubSpot.
Connect HubSpot through Coefficient and import all deals with Deal Amount, Deal Stage, and Close Date fields. Set up automatic refreshes (hourly or daily) so your data stays current without manual updates.
Step 2. Create your revenue-based win rate formula.
Build a formula liketo calculate what percentage of your total pipeline value is actually being won. This gives you true revenue conversion rates instead of just deal count percentages.
Step 3. Add dynamic filtering for different time periods.
Point your filters to spreadsheet cells so you can instantly recalculate win rates for different date ranges, deal sizes, or other criteria. Use formulas likefor time-based analysis.
Step 4. Set up automated alerts and snapshots.
Configure Slack or email notifications when your revenue-based win rates change significantly. Use Coefficient’s Snapshots feature to capture historical win rate data monthly for trend analysis.
Start tracking revenue-based performance today
Revenue-based win rates reveal which deals actually drive your business forward, not just which ones close most frequently. Get started with Coefficient to build automated win rate analysis that focuses on what matters most.
