Free for financial advisors, property agents and sales reps
Put in deals won, lost and gone quiet, and see your win rate three ways, then how many opportunities your number needs.
Your win rate is 25%
15 won of 60 that finished, counting the 10 quiet ones as lost.
| Counted other ways | Rate | Deals |
|---|---|---|
| Quiet ones left out | 30% | 15 of 50 |
| Open ones counted too | 18.8% | 15 of 80 |
It takes a minute, and the answer changes as you type.
Put in the deals you want to win next quarter, and the calculator works back from your rate.
The sums behind the default numbers. Put the same numbers in and you'll get the same answer.
15 deals won, 35 lost and 10 that went quiet: 15 of 60 is 25%. That's your win rate, with no decision counted as a loss.
Leave the 10 quiet deals out and it's 15 of 50, so 30%. It reads better, but you spent the time on those 10 either way.
Put the 20 deals still open in too and it's 15 of 80, about 19%. They haven't finished yet, so they don't belong in a win rate.
By value, $75,000 won against $300,000 lost is 20%. It's lower than 25% because the big deals were the ones that got away.
Run it when the quarter closes, and again when a number looks too good.
The calculator is free. ActivityTracker, the app we make, is paid, and it counts your rates from what you log.
Deals won divided by deals won plus deals lost, times 100. Count only the deals that finished in the period, and leave out the ones still open. Our glossary's win rate entry has a worked example.
Yes. You spent the time on them either way, and leaving them out makes the rate look better than it is. The calculator shows both, so you can see the gap.
Often, yes. Some teams use close rate for deals won out of every lead that came in, which comes out much lower, so check what's being divided by.
It depends on your market, your deal size and how strictly you qualify. Compare your own rate over time, counted the same way each quarter.
Big and small deals rarely close at the same rate. If the big ones are the ones you lose, the rate by value is lower, and that's the one to plan revenue with.
Divide the deals you want by your win rate. At 25%, 20 deals take 80 opportunities that reach a result. The calculator rounds up.
It's one of the four numbers in sales velocity, with opportunities, deal size and cycle length. The sales velocity calculator shows what each is worth a day.
Yes, and there's no sign-up. The Copy link button saves your numbers in the link.
Keep using the calculator for free. The app works out your rate at each step as you log.