Archive Feature in Pipeliner CRM

The Pipeliner CRM Archive stores all your close won or lost sales opportunities.

How would you like to track the win rates of the individuals on your sales team and see how they're performing? With Pipeliner CRM you can.

What Is a Win Rate (Closing Rate)?

A win rate or closing rate is the percentage of the sales deals that you successfully close. Example:

  • Number of Opportunities in the Sales Process: 10
  • Number of Won Opportunities: 3
  • Number of Lost Opportunities: 7
  • Win Rate:
    • Won Opportunities/ Total Opportunities * 100
    • 3/10 * 100 = 30%

In this example, the win rate is 30% (that is, out of 10 open opportunities 3 were closed and won).

What is an Average Win Rate?

The typical or average win rate varies between 25% and 35% depending on your industry. Anything above 35% is terrific.

How to Track Win Rate with Pipeliner CRM

With Pipeliner, you can track the win rate of one particular sales representative as well as the entire team.

Tracking the Win Rate of a Single Sales Rep

Let's assume that you have been using Pipeliner CRM for about a month, so the system has enough data to use.

  1. Run Pipeliner CRM.
  2. Click on "Archive."

Pipeliner CRM Access Pipeline Archive

3. Click on "Options."

Pipeliner CRM Archive Options

4. Click on "Filter."

Pipeliner CRM Archive Options Filter

5. Under "Owner" select the sales rep to adjust the data you want to see.

Pipeliner CRM Filter by Owner in Archive

6. Close “Options” and view the number on the very bottom right-corner of the application.

Pipeliner CRM Win Rate

As you can see the win rate in our example is about 9%. That's way below average and this sales rep should read a couple of great ebooks from the Pipeliner CRM Reference Library to improve their selling skills.

Tracking the Win Rate of a Whole Sales Team

Again, here we use the Pipeliner CRM Archive to better analyze the data. But this case, we will be filtering the data according to the sales units.

  1. Run Pipeliner CRM.
  2. Click on "Archive."
  3. Click on "Options."
  4. Click on "Filter".
  5. Under "Sales Unit" select the unit to adjust the data you will use.

Pipeliner CRM Filter by Sales Unit in Archive

6. Close “Options” and view the number on the very bottom right-corner of the application.

Pipeliner CRM Closing Rate

Here you can see that the win rate of this sales team is about 36%! You can utilize Archive to compare individual win rates with company win rates to better understand sales team performance.

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request