Calculating win rate by product line based on revenue not number of deals

using Coefficient excel Add-in (500k+ users)

Calculate HubSpot win rates by product line using revenue totals instead of deal counts with automated formulas and product performance analysis.

“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.”

5 star rating coeff g2 badge

HubSpot can’t calculate win rates by product line using revenue totals, leaving you without insights into which products convert the most pipeline value into actual revenue.

Here’s how to build comprehensive product line win analysis that reveals which products drive the highest revenue conversion rates and strategic growth opportunities.

Analyze product performance by revenue conversion using Coefficient

Coefficient provides robust product line analysis by importing HubSpot data and creating custom calculations that segment deal amounts by product categories. You can compare both deal count and revenue-based win rates to identify your most valuable products.

How to make it work

Step 1. Import product-segmented deal data.

Connect deals with Product Line (custom property), Deal Amount, Deal Stage, and relevant date fields from HubSpot . Set up automatic refreshes to maintain current product performance data.

Step 2. Create product-specific revenue win rate formulas.

Build calculations liketo calculate revenue conversion rates per product line. This shows which products convert pipeline value most effectively.

Step 3. Build comprehensive product comparison analysis.

Create tables showing both deal count versus revenue-based win rates by product line. Add performance metrics like total revenue opportunity, average deal size, and conversion efficiency to identify strategic product focus areas.

Step 4. Set up dynamic product performance filtering.

Configure filters to analyze product performance across different time periods, sales territories, or customer segments. This reveals seasonal patterns and market-specific product effectiveness that inform strategic decisions.

Step 5. Add automated product insights and alerts.

Set up automated identification of highest-performing products by revenue conversion and cross-product analysis to identify bundling opportunities. Configure alerts when specific product lines show significant performance changes.

Focus resources on your revenue-driving products

Revenue-based product line analysis reveals which offerings deserve the most strategic attention and resource allocation. Start optimizing your product strategy with data-driven insights.

500,000+ happy users
Get Started Now
Connect any system to Google Sheets in just seconds.
Get Started

Trusted By Over 50,000 Companies