Skip to content
NewAI dashboards.See how →
Open MammothTry free
Workflow · Sales and growth · Opening soon

Win rate by rep and source

Use your Salesforce opportunities export to see win rate by rep and lead source for the last two quarters. Each deal stays visible, with a status that says Agrees for closed-won deals and gives a short reason for the rest.

Early access opens shortly. Check back soon.

Book a demo
Someone typed

“show every deal in the salesforce opportunities export by rep and lead source for the last two quarters, with win rate and a Status that says "Agrees" when it’s closed-won, else a few words why”

The agent read it as

show every deal in Salesforce Opportunities export by rep and lead source for the last two quarters, with win rate and a Status that says "Agrees" when it’s closed-won, else a few words why

What the agent built

1 step, each one an ordinary Mammoth step you can open and change.

  1. File
    Salesforce Opportunities export
    CSV export · 24 rows
  2. Step
    Show last two quarters
    Step 1
  3. Result
    Deal win rates
    24 rows · 8 flagged
  4. Schedule
    Runs when you say
    Proposed

Checked on the sample files: every step ran, 24 rows came out.

What you get back

The result of that run, the rows to look at first.

Deal win ratesSample data24 rows
16 agrees8 closed lost
Opportunity IDOpportunity NameRepLead sourceStageClose dateAmountStatusWin rate
0065g00000N1aA5Pinecone Schools ExpansionAvery ChenInbound WebClosed Lost2026-09-187,600Closed lost50
0065g00000N1aA3Harbor Logistics PilotAvery ChenOutboundClosed Lost2026-10-159,800Closed lost0
0065g00000N1bB5Redwood Labs TrialJordan PatelInbound WebClosed Lost2026-09-256,400Closed lost50
0065g00000N1bB2MetroMart RolloutJordan PatelPartnerClosed Lost2026-10-2221,800Closed lost50
0065g00000N1cC4Juniper Apps PilotMorgan LeeInbound WebClosed Lost2026-10-057,300Closed lost0
0065g00000N1cC1Skyline Dental SuiteMorgan LeeTrade ShowClosed Lost2026-10-2911,200Closed lost50
0065g00000N1dD4Aurora Parts DealRiley GomezPartnerClosed Lost2026-09-2912,100Closed lost0
0065g00000N1dD2Silverline AgencyRiley GomezReferralClosed Lost2026-10-179,900Closed lost0
0065g00000N1aA1Northwind Expansion - Q4Avery ChenInbound WebClosed Won2026-10-2718,450Agrees50
0065g00000N1aA4Summit Retail AnnualAvery ChenPartnerClosed Won2026-09-3022,400Agrees100
0065g00000N1aA2Bluebird RenewalAvery ChenReferralClosed Won2026-10-2112,600Agrees100
0065g00000N1aA6Orchid Fitness LaunchAvery ChenTrade ShowClosed Won2026-09-1014,300Agrees100
24 rows in the result · 12 shown, problems first. Sample data: illustrative figures, not business results.

How do you calculate win rate by rep and source?

Export your Salesforce opportunities data, then filter to the last two quarters. Group the deals by rep and lead source, and mark each row with a status based on whether it is closed-won. The result shows win rate alongside every deal, so you can see both the summary and the rows behind it.

How it works

How to use the Deal win rates workflow

  1. 1Get early accessWe invite people in small batches, job by job. You'll land on this workflow, already built and checked on the sample files.
  2. 2Swap in your exportsUpload your own files as they come out of your tools. The agent checks the workflow on your rows.
  3. 3Change it in words, then turn it onSay what to change and see the new result before anything saves. Then choose when it runs.

Deal win rates: questions

What export should I use?
Use the Salesforce opportunities export, since it has the deal fields needed for rep, lead source, and stage.
What happens to rows that do not match the rules?
Rows that do not match the win condition are kept in the output with a status that explains why they were not counted as won.
How do I change the rules in words?
Edit the plain-language steps, for example by changing the time period, the grouping fields, or the stage that counts as a win.

Get early access to this workflow

It will open already built and checked on the sample files. Swap in your own exports and see your result.

Early access opens shortly. Check back soon.

Book a demo

Workflows like this

Measure how fast the pipeline turns into revenue, and where people drop out of your funnel.

All sales and growth templates →

Keep reading

Read nextAll workflowsDescribe yours, or start from one the agent already built.Take a lookProductData EngineConnected sources, cleaning and scheduled refresh.Take a lookConnectorsConnectorsBring the data in from the tools you already use.Take a look