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Opportunity Win Rate

Availability depends on your account configuration and permissions.
Example: Opportunity Win Rate
Example: Opportunity Win Rate.

Open and filter

Open Reports → Opportunity Win Rate. Results are restricted to the users available to your reporting scope and selected department. Choose Department and Date Range, then select the search button to load results. The initial range runs from one month ago to today.

Read the results

The table columns are User, Won, Lost, Total Closed, Win Rate (%). Won and lost deals are selected by closure date. Total Closed is won plus lost; Win Rate is won divided by that total, or zero when there are no closed deals. Open deals are excluded.

Date picker and table controls

The date picker offers Today, Yesterday, Last 7 Days, Last 30 Days, This Month and Last Month, plus a custom range. Apply the range and select the search control to reload the report. The table initially shows 100 rows per page and provides Excel, CSV and PDF export controls.

Interpretation and limits

VOID and open stages are excluded. The report lists scoped users even with zero closed deals; a zero percentage with no closed deals is not an observed win rate. Date bounds include the full selected end day. Search, sorting and pagination are also available.

When the shared enhancement loads, exports cover loaded rows matching the table search across pages. If enhancement fails, the original table controls may differ.

Example and verification

If Alex Example closed 3 won and 1 lost deal in the selected period, Total Closed is 4 and Win Rate is 75%. Compare closure dates and stage types if a known opportunity is missing.

Reports and guides

See charts for this report and shared table and export controls.