Sales Conversion and Close Rate
Welcome to the Sales Conversion and Close Rate Calculator!
This worksheet contains pre-made templates for you to determine your sales close rates, calc
and track your deals.
Not sure where to start? Click below to watch an instructional video on how to use this workbo
Watch How to Use This Template
Jump to a Section Want more advice on improving your sales
Dropoff and Conversion Rates
Goal Setting – Yearly
Goal Setting – Quarterly
Pipeline Tracker
lose Rate Calcul
your sales close rates, calculate dropoff rates between stages,
o on how to use this workbook.
on improving your sales strategy? Click below to subscribe to HubSpot's Sales Blog!
t's Sales Blog!
Dropoff Rate Calculat
Number Dropoff Rate
Total Contacts N/A
Total Leads / Prospects #DIV/0!
Total MQLs #DIV/0!
Total Opps #DIV/0!
Total Deals #DIV/0!
Enter Your MRR Earned in This Period
Conversion Rate MetriFor tips on how to increase these conversion rates, re
Contact Metrics Lead Metrics
Contact > Lead #DIV/0! Lead > MQL #DIV/0!
Contact > MQL #DIV/0! Lead > Opp #DIV/0!
Contact > Opp #DIV/0! Lead > Deal #DIV/0!
Contact > Deal #DIV/0! MRR Per Lea #DIV/0!
MRR Per Contact #DIV/0!
ese conversion rates, read the guide attached in this offer
MQL Metrics Opp & Deal Metrics
MQL > Opp #DIV/0! Opp > Deal #DIV/0!
MQL > Deal #DIV/0! MRR Per Opp #DIV/0!
MRR Per MQ #DIV/0!
MRR Per Deal #DIV/0!
Annual Goal Setting – Monthly
New Contacts Earned in First Month
New Contacts Earned in Last Month
Number of Months
Month-Over-Month Growth Rate #DIV/0!
Quarter 1 Quarter 2
January February March April May
Growth Goal #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
Contacts* #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
Leads* #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
MQLs* #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
Opps* #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
Deals* #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
MRR #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
*Lead, MQL, Opp, and Deal projections are contingent on the dropoff and conversion rate
Quarter 3 Quarter 4
June July August September October November
#DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
#DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
#DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
#DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
#DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
#DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
#DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
ff and conversion rates calculated in the first tab. Change the metrics in the first tab to change project
December Total
#DIV/0!
#DIV/0! #DIV/0!
#DIV/0! #DIV/0!
#DIV/0! #DIV/0!
#DIV/0! #DIV/0!
#DIV/0! #DIV/0!
#DIV/0! #DIV/0!
first tab to change projections for this tab.
Annual Goal Setting – Quarterl
New Contacts Earned in First Quarter
New Contacts Earned in Last Quarter
Number of Quarters
Growth Rate #DIV/0!
Q1 Q2 Q3 Q4
Growth Goa #DIV/0! #DIV/0! #DIV/0! #DIV/0!
Contacts* #DIV/0! #DIV/0! #DIV/0! #DIV/0!
Leads* #DIV/0! #DIV/0! #DIV/0! #DIV/0!
MQLs* #DIV/0! #DIV/0! #DIV/0! #DIV/0!
Opps* #DIV/0! #DIV/0! #DIV/0! #DIV/0!
Deals* #DIV/0! #DIV/0! #DIV/0! #DIV/0!
MRR #DIV/0! #DIV/0! #DIV/0! #DIV/0!
*Lead, MQL, Opp, and Deal projections are contingent on the dropoff and conversion
rates calculated in the first tab. Change the metrics in the first tab to change
projections for this tab.
off and conversion
b to change
Deal Tracker
Quarter One
Deal Name: Contact Name:
Company ABC Vincent Vega
Company XYZ Jules Winfield
Company FGH Mia Wallace
Company LMK Winston Wolfe
Q1 Total
Quarter Two
Deal Name: Contact Name:
Company ABC Alan Grant
Company XYZ Ian Malcolm
Company FGH Ellie Sattler
Company LMK John Hammond
Q2 Total
Quarter Three
Deal Name: Contact Name:
Company ABC John McClane
Company XYZ Holly Gennarro
Company FGH Joseph Takagi
Company LMK Hans Gruber
Q3 Total
Quarter Four
Deal Name: Contact Name:
Company ABC Sheila Broflovski
Company XYZ Leopold Stotch
Company FGH Randy Marsh
Company LMK Wendy Testaburger
Q4 Total
Grand Total
Deal Stage: Deal Size: Probability:
Contacted $110,000 15%
Decision Maker Bought In $85,000 35%
Contract Sent $75,000 80%
Closed - Won $70,000 100%
$340,000
Deal Stage: Deal Size: Probability:
Contacted $110,000 15%
Contacted $85,000 15%
Contract Sent $75,000 80%
Closed - Won $70,000 100%
$340,000
Deal Stage: Deal Size: Probability:
Contacted $110,000 15%
Decision Maker Bought In $85,000 35%
Contract Sent $75,000 80%
Closed - Won $70,000 100%
$340,000
Deal Stage: Deal Size: Probability:
Contacted $110,000 15%
Decision Maker Bought In $85,000 35%
Contract Sent $75,000 80%
Closed - Won $70,000 100%
$340,000
$1,360,000
Want to say goodbye to tedious logging,
HubSpot CRM automates the tasks you ha
Get HubSpot CRM
It's 100% free. Foreve
Weighted Forecast: Expected Close Date: Our Rep:
$16,500 2/10/2019 Kate
$29,750 2/22/2019 Daniel
$60,000 3/10/2019 Logan
$70,000 3/27/2019 Emma
$176,250
Weighted Forecast: Expected Close Date: Our Rep:
$16,500 2/10/2019 Kate
$12,750 2/22/2019 Daniel
$60,000 3/10/2019 Logan
$70,000 3/27/2019 Emma
$159,250
Weighted Forecast: Expected Close Date: Our Rep:
$16,500 2/10/2019 Kate
$29,750 2/22/2019 Daniel
$60,000 3/10/2019 Logan
$70,000 3/27/2019 Emma
$176,250
Weighted Forecast: Expected Close Date: Our Rep:
$16,500 2/10/2019 Kate
$29,750 2/22/2019 Daniel
$60,000 3/10/2019 Logan
$70,000 3/27/2019 Emma
$176,250
$688,000
s logging, formula fixing and manual data ent
tasks you hate, so staying organized is effortless.
pot CRM
0% free. Forever.
Next Steps:
Follow Up on 2/17/19
Follow Up on 2/25/19
Follow Up on 3/12/19
No Action Needed
Next Steps:
Follow Up on 2/17/19
Follow Up on 2/25/19
Follow Up on 3/12/19
No Action Needed
Next Steps:
Follow Up on 2/17/19
Follow Up on 2/25/19
Follow Up on 3/12/19
No Action Needed
Next Steps:
Follow Up on 2/17/19
Follow Up on 2/25/19
Follow Up on 3/12/19
No Action Needed
data entry in Excel?
