Pricing & sales · WR

Win rate

The share of decided opportunities that you won.

opportunities_won ÷ opportunities_closed Unit percentage Usual grain quarter × segment × product

01 What it is

Why anyone looks at this number

In one sentence

The share of decided opportunities that you won.

It is the cleanest read on competitiveness. A falling win rate at unchanged price means the offer, not the pricing, has slipped — and it moves before revenue does.

02 The formula

How it is worked out

win-ratedefinition
Win rate = opportunities_won ÷ opportunities_closed

grain  : quarter × segment × product
unit   : percentage
source : CRM

Count only closed opportunities in the denominator. Including open pipeline makes the rate rise whenever deals are slow, which is exactly backwards.

03 Worked example

The same number, with real inputs

Inputs
Opportunities won48
Opportunities closed160
Calculation48 ÷ 160
Result30%

Down from 36% while price held. That is a competitiveness signal roughly two quarters before it reaches the revenue line.

04 What moves it

Four things that actually change this number

Driver 01

Lead quality

Winning more of a worse pipeline is not an improvement.

Driver 02

Competitive position

Who you meet in the deal and what they now offer.

Driver 03

Price and terms

Where you sit against the alternative the buyer would otherwise take.

Driver 04

Qualification discipline

Walking away early raises the rate and saves the cost of losing late.

05 Where the number lives

The system, the record and the fields

System of recordKey recordFields you need
CRMOpportunity stage, close_date, amount, loss_reason, competitor, source

Count only closed opportunities in the denominator. Including open pipeline makes the rate rise whenever deals are slow, which is exactly backwards.

06 How it goes wrong

Three ways this metric misleads people

Mistake

Counting by number, not value

Winning many small deals and losing the large ones looks like a healthy rate.

Fix: Report win rate by count and by value, side by side.
Mistake

Dirty loss reasons

Everything gets coded "price", so the real cause is never visible.

Fix: Make loss reason mandatory with a short controlled list, and audit a sample.
Mistake

Ignoring no-decision

Deals that die quietly are removed rather than counted as losses.

Fix: Track no-decision separately — it usually means a qualification problem.

08 Questions

Frequently asked

What is a good win rate?

It depends on how you qualify. A team that only pursues well-qualified deals will show a much higher rate than one that quotes everything. Your own trend is the useful comparison.

Should no-decision count as a loss?

Track it separately. A high no-decision rate points at qualification or at a business case that never got made, which needs a very different fix from losing to a competitor.

One definition, everywhere it is used

SCIKIQ stores this metric once and serves it to every dashboard, board pack and agent that asks.

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