Deals Entered Deal Stage X: Win Rate [HubSpot CRM]

Follow the Metric Recipe below to calculate Deals Entered Deal Stage X: Win Rate in HubSpot CRM by combining two previously created metrics.

1. Create the base metrics

This metric is calculated using two other metrics:

1. Deals Entered Deal Stage X (Closed Won) – Follow the setup in this recipe: Deals Entered Deal Stage X (Closed Won) [HubSpot CRM]

2. Deals Entered Deal Stage X (All Closed) – Follow the setup in this recipe: Deals Entered Deal Stage X (All Closed) [HubSpot CRM]

Ensure both metrics are created and saved in your Databox account before proceeding.

2. Create the Calculated Metric

Once both metrics are available, create a Calculated Metric using the Data Calculations feature:

1. Navigate to Metrics > Data Calculations in Databox.

2. Click + New Calculation.

3. In the calculation editor, set up the formula:

[Deals Entered Deal Stage X (Closed Won)] ÷ [Deals Entered Deal Stage X (All Closed)]

5. Set the Format to Percentage.

6. Name your metric: "Calculated Metric: Deals Entered Deal Stage X: Win Rate".

7. Save the Calculated Metric.

You now have a Deals Entered Deal Stage X: Win Rate metric, ready to add to your dashboards or reports.