> ## Documentation Index
> Fetch the complete documentation index at: https://docs.vortexiq.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Deal Win Rate (30d), HubSpot

> Deal Win Rate (30d): share of closed deals that were won, closed_won / (closed_won + closed_lost). Identifies deal-qualification or pipeline-quality issues. How to read it, why it matters, and how to act on it.

**Metrics type:** [Supporting Metrics](/nerve-centre/overview#metrics-types-explained)  •  **Category:** [Email Marketing](/nerve-centre/connectors#connectors-by-type)

> Stage-by-stage closed\_won / (closed\_won + closed\_lost). Identifies the leakiest stage.

## At a glance

> **Win Rate by Stage (last 90D)** is a deal pipeline metric tracked from HubSpot data. It surfaces operational signal at the deal pipeline layer so merchants can spot regressions, opportunities, and structural patterns in their store performance. The card pairs with sibling metrics in the Deal Pipeline category to build a complete diagnostic picture; cross-reference the related cards listed below for context.

|                       |                                                                                                                                                                       |
| --------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **What it counts**    | Win Rate by Stage (last 90D) as exposed by the HubSpot integration. The metric is computed from the latest available data and refreshed on the standard data refresh. |
| **Sample type**       | Backend API data from HubSpot, refreshed on the standard data refresh.                                                                                                |
| **Why it matters**    | The metric appears in the Deal Pipeline category and complements the sibling cards listed below. Track movement over time to identify regressions or opportunities.   |
| **Reading the value** | Compare the current period to the prior period to identify direction. Cross-reference siblings for the full diagnostic picture.                                       |
| **Currency**          | percent                                                                                                                                                               |
| **Time window**       | `90D`                                                                                                                                                                 |
| **Alert trigger**     | `any stage <20% conversion`                                                                                                                                           |
| **Sentiment key**     | `hs_win_rate_by_stage`                                                                                                                                                |
| **Roles**             | owner, sales                                                                                                                                                          |

## Calculation

Calculated automatically from your HubSpot data. See the At a glance summary above for what the metric tracks and the worked example below for a typical reading.

## Worked example

*A representative reading of **Win Rate by Stage (last 90D)** for a typical merchant on HubSpot.* The card reports the current period value alongside a comparison against the previous period. Direction matters: rising values may be healthy or concerning depending on the underlying metric. Cross-reference the siblings below to triangulate cause when the value moves outside expected range. For deeper investigation, use Vortex Mind to trace upstream causes; for natural-language exploration, ask Ask Viq.

## Sibling cards merchants should reference together

| Card                                                                                     | Why merchants reach for it                            |
| ---------------------------------------------------------------------------------------- | ----------------------------------------------------- |
| [`hs_avg_deal_cycle_days`](/nerve-centre/kpi-cards/hubspot/average-deal-cycle)           | Deal Pipeline sibling: Average Deal Cycle (days).     |
| [`hs_deals_closing_soon`](/nerve-centre/kpi-cards/hubspot/deals-closing-in-next-14-days) | Deal Pipeline sibling: Deals Closing in Next 14 Days. |
| [`hs_pipeline_value_by_stage`](/nerve-centre/kpi-cards/hubspot/pipeline-value-by-stage)  | Deal Pipeline sibling: Pipeline Value by Stage.       |
| [`hs_top_deals_by_amount`](/nerve-centre/kpi-cards/hubspot/top-10-deals-by-amount)       | Deal Pipeline sibling: Top 10 Deals by Amount.        |
| [`hs_active_workflows_count`](/nerve-centre/kpi-cards/hubspot/active-workflows)          | Workflows sibling: Active Workflows.                  |

## Reconciling against the vendor's own dashboard

**Where to look in HubSpot's own dashboard:**

The HubSpot dashboard surfaces this metric (or its components) under the relevant report section. Confirm period boundaries and filter settings match the Vortex IQ profile to reconcile cleanly.

**Why the Vortex IQ value may legitimately differ:**

| Reason                                                                                                     | Direction | What to do               |
| ---------------------------------------------------------------------------------------------------------- | --------- | ------------------------ |
| **Period boundary.** Vortex IQ uses 30-day rolling by default; vendor dashboards may use calendar periods. | Variable  | Match the period range.  |
| **Time zone.** Vendor uses account time zone; Vortex IQ aligns to merchant reporting time zone.            | Marginal  | Confirm time zone match. |
| **Filter scope.** Profile-level filters (channel, B2B, test orders) may narrow the Vortex IQ view.         | Variable  | Match filter settings.   |

**Cross-connector reconciliation:** complement with sibling cards in the same category for the full diagnostic picture. For divergence investigations, use Vortex Mind.

## Known limitations / merchant FAQs

**Q: How often does Win Rate by Stage (last 90D) update?**
The card refreshes on the standard data refresh (typically every 30-60 minutes for live integrations). For real-time signals, force a manual refresh from the dashboard.

**Q: Why does my HubSpot dashboard show a different number?**
The most common reasons are period-boundary differences (Vortex IQ uses 30-day rolling vs vendor's calendar months), time-zone alignment, and filter scope (profile-level vs vendor's all-account view). Match these settings before assuming a real divergence.

**Q: How does Win Rate by Stage (last 90D) relate to other deal pipeline metrics?**
Track this card alongside the siblings listed above to build a complete picture. Single-metric reads can mislead; the diagnostic value is in the cross-reference.

**Q: Can I customise the alert threshold?**
Yes, alert thresholds are configurable per profile in the Alert Rules tab. Adjust to match your business baseline rather than relying on the generic default.

***

### Tracked live in Vortex IQ Nerve Centre

*Win Rate by Stage (last 90D)* is one of hundreds of KPI pulses Vortex IQ tracks across HubSpot and 70+ other ecommerce connectors. Nerve Centre runs the detection layer; Vortex Mind investigates the cause when something moves; Ask Viq lets you interrogate any number in plain English.

[Start for free](https://app.vortexiq.ai/login) or [book a demo](https://www.vortexiq.ai/contact-us) to see this metric running on your own data.
