Forecasting & AnalyticsMedium30 seconds
How to Calculate Win Rate in HubSpot
Learn how to calculate your sales win rate in HubSpot. Track team performance and forecast accuracy.
The HubSpot Way
Multiple clicks through menus and forms:
Navigate to Reports → Create custom report → Calculate won/total deals
⏱️ Takes 2-5 minutes + context switching
The Shabe Way
Just type what you need:
"What's my win rate?"
⚡ Instant results in seconds
Why Win Rate Matters
Win rate indicates:
- Sales effectiveness - how often you close
- Forecast accuracy - probability modeling
- Process health - qualification quality
- Competitive strength - market position
Industry benchmark: 20-30% for B2B SaaS.
The Traditional HubSpot Way
- Go to Reports
- Create custom report
- Count Closed Won deals
- Count total closed deals
- Calculate percentage manually
The Shabe Way
"What's my win rate?"
Shabe calculates instantly: Won deals ÷ Total closed deals.
Query Examples
"Calculate my win rate this quarter"
"Show team win rate YTD"
"Compare win rates by industry"
"What's my win rate vs last quarter?"
Segmented Win Rates
"Win rate for deals over $100k"
"Success rate by lead source"
"Close rate for enterprise segment"
"Win rate by sales rep"
Trend Analysis
"Show win rate trend over time"
"Compare Q4 vs Q3 win rate"
"Is our win rate improving?"
Get Started
Connect HubSpot to Shabe for instant win rate calculation and analysis.
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Try Shabe free for 7 days. Connect your HubSpot account and experience the difference.