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SalesB2B ServicesSaaSFinancial ServicesOutcomeApproved

Win Rate

The percentage of closed opportunities (won + lost) that were won, over a given period.

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Business Question Answered

โ€œWhen we get a real shot at a deal, how often do we close it?โ€

What This Tells You

The competitiveness and effectiveness of the sales process once an opportunity is qualified.

What It Does Not Tell You

Whether the pipeline itself was well-qualified โ€” a high win rate on a tiny, cherry-picked pipeline isn't the same as strong overall sales performance.

Formula & Example Calculation
Opportunities Won / (Opportunities Won + Opportunities Lost) ร— 100

Numerator

Opportunities Won

Denominator

Opportunities Won + Opportunities Lost (i.e., all closed opportunities)

Example

45 deals won, 105 deals lost in the quarter. Win Rate = 45 / (45 + 105) = 30%.

Recommended Dimensions & Segments
SegmentRepDeal sizeSourceCompetitor present

Recommended visualization: Trend line with win-rate-by-segment breakdown

Technical Implementation Notes

Define whether the denominator counts opportunity count or opportunity value โ€” these can tell very different stories and should be reported separately.

Data Quality Checks
  • Confirm closed-lost reasons are logged consistently (not left blank) for downstream analysis
  • Exclude open/in-flight opportunities from the calculation window
Common Pitfalls
  • Reporting count-based win rate while ignoring value-based win rate, masking that the company is winning small deals and losing large ones
  • Sales reps marking borderline opportunities as 'disqualified' rather than 'lost' to inflate the win rate
AI Explanation

Get a conversational, stakeholder-friendly explanation of this KPI, generated on demand.

Metadata
Funnel StageConversion
Owner RoleVP Sales / RevOps
CadenceMonthly
Data Sources
CRM (Salesforce/HubSpot)
Tags
sales-performancepipeline