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“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 can’t segment win analysis by custom deal size tiers, leaving you without insights into how conversion patterns differ across small, medium, and large deal values.
Here’s how to create advanced deal size segmentation that reveals which deal tiers convert most effectively and where your sales efforts should focus.
Create deal size tier analysis using Coefficient
Coefficient provides advanced segmentation capabilities through custom deal amount reporting and dynamic categorization from HubSpot . You can create flexible tier definitions and analyze performance patterns across different deal sizes.
How to make it work
Step 1. Import deal data and create size categories.
Connect deals with Deal Amount, Deal Stage, Close Date, and relevant fields from HubSpot . Use formulas liketo automatically segment deals into size tiers.
Step 2. Build tier-specific win rate calculations.
Create formulas liketo calculate win rates within each deal size tier. This reveals conversion patterns by deal value.
Step 3. Add tier performance metrics.
Calculate average sales cycle, conversion velocity, and total revenue per tier to understand how deal size impacts sales efficiency. Include rep performance analysis within each deal size tier to identify coaching opportunities.
Step 4. Build cross-tier analysis and comparisons.
Create analysis showing conversion patterns across all tiers and use dynamic tier definitions that can be adjusted based on business needs. Add time-based tier analysis to identify seasonal patterns by deal size.
Step 5. Set up automated tier monitoring.
Schedule updates to maintain current tier performance data and configure conditional alerts when specific tiers show significant performance changes. Set up automated identification of optimal deal size focus areas based on conversion efficiency.
Focus sales efforts on your highest-converting deal sizes
Deal size tier analysis reveals which deal values convert most effectively and where your sales team should focus their efforts. Start optimizing your deal size strategy today.
