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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.”
Win rate by deal size reveals rep strengths and coaching opportunities, but Salesforce can’t easily create dynamic deal size segments or calculate win rates across multiple size categories simultaneously.
Here’s how to set up automated win rate analysis that segments by deal size and provides actionable insights for sales management.
Analyze win rates by deal size using Coefficient
CoefficientSalesforceSalesforceenables sophisticated win rate analysis by deal size that overcomes significant limitations inandnative reporting. You get dynamic deal size segmentation, competitive win rate analysis, and automated trend tracking.
How to make it work
Step 1. Set up dynamic deal size segmentation.
Import all Closed Won and Closed Lost Opportunities from Salesforce. Create deal size categories using nested IF formulas: Small ($0-$25K), Medium ($25K-$100K), Large ($100K-$500K), and Enterprise ($500K+). Apply time-period filtering for quarterly or annual comparisons.
Step 2. Calculate size-specific win rates.
Use COUNTIFS formulas to calculate win rates by category: =COUNTIFS(size_category,”Large”,stage,”Closed Won”)/COUNTIFS(size_category,”Large”,stage,”Closed*”). Create weighted win rates combining percentage with deal value impact and competitive win rates when competitors are identified.
Step 3. Build advanced analytics and trending.
Calculate win rate efficiency scores balancing percentage with average deal size. Track deal size progression showing rep ability to close larger deals over time. Add competitive analysis showing win rates by deal size against specific vendors.
Step 4. Create visual displays and segmentation.
Set up automated refresh to ensure current quarter win rates stay updated. Use matrix format showing win rates across reps and deal sizes with conditional formatting highlighting performance areas. Add drill-down functionality to analyze specific lost deals by size category.
Optimize territory assignments and coaching
Start analyzingGranular win rate analysis by deal size helps sales managers identify coaching opportunities and optimize territory assignments based on rep strengths in different deal categories.win rates by deal size to improve sales performance.
