Evaluate success rates
Knowing how many deals you win, where they come from and why you lose the others helps you spend your time where it pays off. Hubleto keeps all of this with the deal, so a clear answer is only a few clicks away.
How to record the result of a deal
Move the deal to the WON or LOST stage.
Click the stage button next to Closed and Open, and choose the stage.
Set Deal Result to Won or Lost.
If you lost the deal, choose the Reason for Lost.
The field appears after you click Lost.
Click Closed and then Save.
The deal is locked against accidental changes and leaves your list of open deals. Click Open and Save if you need to change it later.
How to see your won and lost deals
Go to Sales → Deals and click the table icon in the top right corner.
Click Closed in the filter.
The list shows all finished deals.
Tick WON or LOST under State.
The number below the table shows how many deals match.
Tick a Source channel to compare your sales channels.
Use Ownership to see your own deals only.
How to calculate your success rate
Divide the number of won deals by the number of all finished deals.
| Closed deals | Count |
|---|---|
| WON | 4 |
| LOST | 3 |
| Success rate | 4 ÷ (4 + 3) = 57 % |
Repeat the calculation for each source channel to see which one brings you the best deals.
How to add columns to the list
Go to Sales → Deals and click the table icon in the top right corner.
Click the three dots next to the search box and choose Columns.
Tick the columns you want to see.
Customer, Price excl. VAT, Source channel, Deal Result and Reason for Lost are the most useful ones for evaluating your results.
Close the panel.
The list shows your new columns.
How to export the results
Go to Sales → Deals and click the table icon in the top right corner.
Set the filters you need.
The export contains only the deals that match your filters.
Click the three dots next to the search box and choose Export to CSV.
Check the separator and click Export to CSV.
Your browser downloads the file, ready to open in a spreadsheet.
How to manage the reasons for lost deals
Hubleto comes with four reasons: Price, Solution, Demand canceled by customer and Other. To add your own, go to Sales → Deals, click Reasons for 'Lost' in the panel next to the menu and click
Tips
- Fill in
Source channelwhen you create a deal. It is the key to comparing your channels later. - Add the
Reason for Lostcolumn to see at a glance why deals were lost.
Common mistakes
Leaving Deal Result on Unknown → the result is missing from your evaluation.
Closing a lost deal without a Reason for Lost → you will not see why you lost it.
Counting open deals → only closed deals have a final result, so keep the Closed filter on.
Summary
| Topic | Summary |
|---|---|
| Recording a result | Set the stage, Deal Result and Reason for Lost, then close the deal. |
| Finding results | Filter by Closed, State, Source channel and Ownership. |
| Success rate | Won deals divided by all closed deals. |
| Further analysis | Add columns to the list or export it to CSV. |