GTM Metric

Understand your highest-converting segments

Track the percentage of deals won segmented by lead source and customer persona. Identify your most valuable prospects and optimize your sales approach for different segments.

Win Rate by Lead Source & Persona Dashboard

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Overall Win Rate
22%
+22.2%

Enterprise Win Rate
35%
+25%

Referral Win Rate
45%
+28.6%

Average Deal Size
$18,500
+23.3%

Trend Analysis
Current
Connected to HubSpot, Salesforce
Updated 2m ago

Why Win Rate by Lead Source & Persona Matters

Essential insights for optimizing your go-to-market strategy

Key Insight #1
Referrals typically convert 2-3x better than other lead sources

Key Insight #2
Enterprise segments usually have higher win rates but longer cycles

Key Insight #3
Track win rates by persona to optimize sales messaging and approach

How to Calculate

Formula

Closed Won Deals ÷ Total Opportunities × 100

Benchmarks

• Industry Average: 15-25%
• Good Performance: 25-35%
• Excellent Performance: > 35%

Trend Analysis

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Implementation Guide

How to track this metric effectively with Airbook's integrated platform

1. Connect Your Data
   Connect your CRM, marketing tools, and analytics platforms with Airbook's 150+ connectors. Data syncs automatically and gets transformed into analysis-ready tables.
2. Build Your Analysis
   Use our collaborative workspace to calculate this metric with SQL or no-code tools. Create segments, time periods, and cohort analyses across all your data sources.
3. Track & Act
   Build auto-refreshing dashboards, set up threshold alerts, and track trends over time. Share insights across teams and trigger actions based on your metrics.

Effortless, direct connections

Access clean, actionable data from business tools, databases, and data warehouses—anytime, anywhere

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