Quote win rate calculator: with your own numbers

How do you calculate your win rate?

Enter the numbers sent, won and lost in the period; add the lead and opportunity counts if you like. The result shows the rate by both definitions, the share still awaiting a decision and the step-by-step conversion of the funnel. If you repeat the same measurement each period with the same definition, you read the change correctly. The numbers are processed only in your browser and are not sent anywhere.

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Why do the two win rate definitions give different results?

The rate against decided quotes ignores pending quotes; if the customer has not answered yet, the quote is neither won nor lost. The rate against all quotes sent keeps pending quotes in the denominator, so it rises as the period closes. If you measure the same period on two different days, the second rate can change; the first changes only when a new decision comes in.

What is a good win rate?

There is no single rate that fits everyone; the quote amount, the length of the sales cycle and who receives the quote all change the result. This tool gives no threshold or industry average. Measure your own rate period by period with the same definition and look for the reason behind the change: if the reason for each lost quote is on record, what to fix becomes visible.

• The numbers are processed only in your browser; the form is not sent anywhere.
• Count revisions of the same quote as one quote; otherwise the number sent is inflated.

How long should the measurement period be?

In a short period the share awaiting a decision stays high and the rate against everything sent looks low. If your customers take long to decide, do not make the period shorter than that; always compare periods of the same length.

Why record the reason a deal was lost?

The rate only says what happened; the loss reason on record says why. If reasons such as price, timing or a competitor are always written the same way, you can count at the end of the period which one stands out and aim the fix there.

Is it right to measure the rate per team member?

It can be measured but must be read with care: if the size of deals, the customer type and the number of deals in the period differ between people, the rates are not comparable. Use per-person rates to find the stage that needs support, not to assign blame.

What the stages mean is on the sales funnel and sales opportunity glossary pages; the quote itself is in the quote template tool. The quote screen in Corex360 CRM has sent, accepted and success counters; how tracking works is on the quote tracking software page. To look at the layers beyond sales too, read your business's situation with the digital maturity self-check.