Behavior

Win rate

Win rate is the percentage of opportunities won (or closed-won deals) from the total number of opportunities closed, whether lost or won over a specific period of time.

• a year-to-date (YTD) win rate : which is the close rate for the ongoing period starting on the first day of the fiscal year.

• a quarterly win rate : for each elapsed quarter

• a quarter-to-date win rate for current quarter

• and historical win rates for previous years and quarters.

formula

for a pipeline or sub-pipeline :

    win-rate = ( Nb_of_closed_Won_opportunities / (Nb_of_closed_opps) ) x 100
    
    

Close Rate

The Close rate represents the percentage of opportunities that are successfully converted into customers (or closed-won deals) over a specific period of time. Quartz provides several close rates :

• a year-to-date (YTD) close rate : which is the close rate for the ongoing period starting on the first day of the fiscal year.

• a quarterly close rate : for each elapsed quarter

• a quarter-to-date : for current quarter

• and historical close rates for previous years and quarters.

formula

    close-rate = ( Nb_of_Closed_Won / Nb_of_opportunities) x 100