Opportunity-to-Close Rate

Opportunity-to-Close Rate: The percentage of qualified opportunities that close as won. Also called Close Rate.

Formula

Opportunity-to-Close = Closed Won / (Closed Won + Closed Lost) × 100

Computable definition

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

metric.win_rate

Unit: percent (the formula yields an unscaled ratio)

Notes: Markdown states this is Win Rate measured from the opportunity stage.

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
`snapshot_date`	opportunity	date

Example SQL (Postgres)

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

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

What It Tells You

AE effectiveness at converting qualified pipeline.

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