How do I analyse sales win rate with iDBQuery?
Ask iDBQuery 'What is our win rate this quarter, and how does it differ by rep, segment, and lead source?' It computes won versus total closed deals across your CRM, returns win rate as a chart, and cites each figure back to the underlying opportunities.
Win rate is the share of deals you close out of those you pursue. It is a core sales-efficiency metric, and slicing it reveals where you win and where you leak. iDBQuery computes and breaks it down from plain language.
- You'd ask iDBQuery: 'Show win rate this quarter overall and by rep, customer segment, and lead source, and flag the biggest gap versus last quarter.'
- It counts won versus total closed opportunities, computes the rate for each slice, and returns a ranked chart plus a table.
- Each figure is cited to its source rows, so 'Enterprise win rate = 22%' can be audited against the actual deals.
The value is in the follow-ups: 'For the segment with the worst win rate, what stage do we lose at most?' iDBQuery keeps the thread and drills in. Because deal outcomes, reasons, and source attribution can span a CRM and a marketing export, the one live model joins them so the breakdown is complete. You can save a live win-rate report for weekly pipeline reviews, and let the Analyst agent investigate whether a drop is driven by a single rep, a segment, or a competitor, presenting the opportunities behind its finding. Because the SQL is visible, RevOps can trust the definition of 'closed' being used.
Updated 2026-06-22