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Close Rate Calculator

This close rate calculator shows how one group moves through your funnel. Enter counts from the same group so each rate can be compared.

It measures conversion and leakage between aggregate funnel stages, plus the overall close rate for one cohort.

Enter the first count for this same sales cohort.

Enter how many people in the same cohort reached a sales conversation.

Enter how many people in the same cohort reached a proposal.

Enter how many people in the same cohort became customers.

Customize calculation

Optional. Enter the revenue tied to the wins in this cohort.

Optional. Enter an added number of percentage points to test, such as 3 for three points.

Formula and assumptions

How this calculation works

All counts must come from the same cohort. A later stage that is larger than the stage before it gets a warning and produces negative leakage, because the funnel cannot be read as one cohort.

  • Stage conversion = next-stage count ÷ prior-stage count
  • Overall close rate = wins ÷ starting qualified opportunities
  • Stage leakage count = prior-stage count minus next-stage count
  • Stage leakage percentage = stage leakage count ÷ prior-stage count

It does not explain why a stage lost people. It does not tell you how to handle a lead or deal.

Fictional aggregate example

Fictional aggregate example

This made-up cohort shows a user-controlled scenario. It is not a prediction or customer result.

Made-up inputs

  • 100 qualified opportunities
  • 60 sales conversations
  • 30 proposals
  • 12 wins
  • $120,000 in revenue and a three-point scenario change

Example result

  • 12% overall close rate
  • 60%, 50%, and 40% stage conversion rates
  • 15 scenario wins and $150,000 scenario revenue

Questions

close rate calculator FAQ

What is a close rate?

A close rate is the share of a starting sales group that became won customers.

Why must each stage use the same cohort?

A mixed group can make later stages larger than earlier stages. That makes the stage rates hard to trust.

Does stage leakage show the cause?

No. It shows where counts changed. It does not show why they changed.

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