What is Deals win ratio?
Win ratio shows how many deals fall for won deal. Calculation is based on all closed deals (won and lost). Set the number of closed deals required to win one deal per employee, for example goal 7 means that in order to win 1 deal- employee must close 7 deals.
Set deals to close ratio goals for your team members by following these steps:
1. Open Insights module > Goals > Deals to Close Ratio Goals
2. Select the period:
- For previous period click "Last" and choose "Month" "Quater" "Year"
- For future period click "This" and choose "Month" "Quater" "Year"
3. Start entering user's name > click "Search for user" to see the goals setting template. It is allowed to set goals for 4 users at once.
4. You have to set the goals for every user separately.
To track the results see Win Ratios section in the Dashboard.