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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 calculate weighted pipeline win rates that factor in deal size, leaving you without accurate revenue forecasting that considers both deal probability and deal value.
Here’s how to build sophisticated weighted win rate calculations that provide more reliable pipeline forecasting by incorporating deal amounts into your probability analysis.
Build weighted win rate calculations using Coefficient
Coefficient provides sophisticated weighted calculation capabilities through custom formulas and live data integration from HubSpot . You can combine historical win rates with current pipeline weighting for more accurate revenue predictions.
How to make it work
Step 1. Import comprehensive pipeline data.
Connect all deals with Deal Amount, Deal Stage, Probability, and Close Date from HubSpot . Include historical closed deals to calculate actual win rates by deal size categories.
Step 2. Create deal size tiers and weighted formulas.
Segment deals into size categories (Small: <$10K, Medium: $10K-$50K, Large: >$50K) and build weighted calculations likefor probability-weighted pipeline value.
Step 3. Build historical win rate weighting by deal size.
Calculate actual historical win rates for each deal size tier and apply these to current pipeline deals. Use formulas that combine historical performance with current deal characteristics for more accurate probability adjustments.
Step 4. Add advanced weighting methods.
Implement sales rep performance weighting based on past deal amount conversions and time-based weighting that factors in sales cycle length by deal size. Create dynamic probability adjustments based on deal characteristics and rep performance.
Step 5. Set up automated weighted analysis.
Schedule refreshes to maintain current weighted pipeline calculations and configure conditional formatting to highlight high-value, high-probability opportunities. Set up alerts when weighted win rates change significantly and build trend analysis showing how deal size impacts conversion rates.
Forecast revenue with deal size intelligence
Weighted pipeline win rates provide more accurate revenue forecasting by considering both deal probability and deal value together. Start building smarter pipeline analysis today.
