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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 shows win rates by sales rep based on deal count, but you need to see which reps are most effective at closing high-value deals using total deal amounts for each rep.
Here’s how to build comprehensive sales rep performance analysis that reveals revenue-based win rates and identifies your top performers by deal value conversion.
Analyze sales rep performance by deal amounts using Coefficient
Coefficient enables detailed sales rep win rate reporting by importing HubSpot data and performing advanced calculations that HubSpot can’t handle natively. You can compare count-based versus amount-based win rates to see which reps excel at closing larger deals.
How to make it work
Step 1. Import rep-specific deal data.
Pull deals with Deal Owner, Deal Amount, Deal Stage, and Close Date fields from HubSpot . Set up automatic refreshes so your rep performance data stays current without manual updates.
Step 2. Create rep-specific win rate calculations.
Build formulas liketo calculate revenue-based win rates for each sales rep. This shows which reps convert the most pipeline value, not just the most deals.
Step 3. Build side-by-side performance comparisons.
Create tables showing both count-based and amount-based win rates per rep. Add metrics like average deal size, total revenue won, and conversion efficiency to identify reps who excel at different aspects of the sales process.
Step 4. Set up automated performance tracking.
Use dynamic filtering to analyze rep performance by time periods, product lines, or deal size tiers. Configure email alerts when individual rep win rates change significantly, and set up automated ranking of reps by revenue-based performance.
Step 5. Add historical trend analysis.
Schedule Snapshots to track rep performance trends over time. This reveals which reps are improving their high-value deal conversion and helps identify coaching opportunities for underperforming team members.
Identify your revenue-driving sales stars
Revenue-based rep analysis reveals which team members drive the most business value, not just the most activity. Start analyzing your sales team’s true performance today.
