Professional Services Pipeline Metrics Efficiency

Services Win Rate

Services Win Rate: Percentage of services opportunities won.

Formula

Services Win Rate = Services deals won / (Won + Lost) × 100

Computable definition

The canonical formula in the GASP formula grammar. The MCP server compiles it to SQL over the datasets listed below.

count_distinct(field.opportunity_id where field.revenue_type = 'services' and field.opportunity_stage = 'closed_won' and in_period(field.close_date)) / count_distinct(field.opportunity_id where field.revenue_type = 'services' and field.opportunity_stage in ('closed_won', 'closed_lost') and in_period(field.close_date))

Unit: percent (the formula yields an unscaled ratio)

Data requirements

Grain: Per event, aggregate monthly · Frequency: Daily sync · Aggregation: aggregate (month) · Staged: no · Main source: CRM.

Field	Dataset	Type
`close_date`	opportunity	date
`opportunity_id`	opportunity	string
`opportunity_stage`	opportunity	string
`revenue_type`	opportunity	string
`snapshot_date`	opportunity	date

Example SQL (Postgres)

SELECT (CAST((SELECT COUNT(DISTINCT opportunity_id) FROM opportunity WHERE snapshot_date = :period_end AND ((revenue_type = 'services' AND opportunity_stage = 'closed_won') AND (close_date >= :period_start AND close_date <= :period_end))) AS DOUBLE PRECISION) / NULLIF((SELECT COUNT(DISTINCT opportunity_id) FROM opportunity WHERE snapshot_date = :period_end AND ((revenue_type = 'services' AND opportunity_stage IN ('closed_won', 'closed_lost')) AND (close_date >= :period_start AND close_date <= :period_end))), 0)) AS services_win_rate

From an agent: with the GASP MCP server, call lookup_metric({ "name": "Services Win Rate" }) or generate_query({ "metric": "Services Win Rate", "adapter": "<your adapter JSON>" }).

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