Report: Altify Deals – Win Rate YTD

This topic explains the report/widget 'Altify Deals – Win Rate YTD' in the Opportunity Manager ROI dashboard.

The following are covered:

• What the report measures

• How the report is built

• Dashboard widget setup

What the report measures

This report measures the percentage of opportunities won year-to-date for deals tracked in Altify. It provides insight into overall sales effectiveness by showing how many deals that entered the pipeline this year have closed successfully.

• Metric displayed: Win Rate %, calculated as (Number of Won Opportunities ÷ Total Opportunities) × 100.

• Used for: Assessing sales performance quality, identifying win rate trends over the year, and comparing success rates across teams, segments, or opportunity sizes.

How the report is built

Report Type

A standard report type: 'Opportunities'.

Includes all standard opportunity fields along with Altify-specific data for filtering and grouping.

Filters

• Show Me: All Opportunities

• Close Date: Year-to-Date (e.g. Jan 1, 2025 – Current Date)

• Stage: Any

• Probability: All

• Altify Tracking: Must be tied to an Altify plan or flagged as 'Altify Opportunity'

Grouping (Outline)

The following rows are grouped:

• Opportunity Owner: Full Name

• Region / Segment (optional)

• Opportunity Type or Size Category (optional)

Columns Added (& Summary Formulas)

• # of Opportunities → RowCount

• # of Won Opportunities → SUM of Stage = 'Closed Won'

• Win Rate % → (Won Count ÷ RowCount) × 100

Dashboard widget setup

• Visualization: Metric Chart or Gauge

• Metric: Summary Formula (Win Rate %)

• Label: 'Altify Deals – Win Rate YTD'

• Filters: None by default; owner, region, or deal size for granular analysis.