Recorded sales won
Record grain: opportunity
Date basis: Latest qualifying status timestamp
Rules: Won only; reopened deals move historical results; missing values and other currencies excluded from sum
Sales · Google Sheets sample
GoHighLevel Team Performance report template
Inspect sales and win-rate rankings by owner alongside owner trends. Four chart panels help explain the difference between who won value and who converted closed deals.
Team Performance
Invented sample · Fixed as of October 13, 2026 · USD · America/Chicago
Change filters to explore the sample locally. No account connection.
Recorded sales won$4,450.002 won deals
Won deals2Latest-status basis within period
Closed-deal win rate50%2 won / 4 closed; abandoned separate
Goal achieved44.5%2026-10 goal; 2026-10-01–2026-10-13 actual
Sales won by owner
View chart data
| Group | Value |
|---|---|
| Sam Rivera | $4,450.00 |
| Alex Morgan | $0.00 |
| Jamie Chen | $0.00 |
Sales won by owner over time
Alex MorganJamie ChenSam Rivera
2026-10-01–2026-10-13 · Daily · Outcome date
View chart data
| Group | Value | Alex Morgan | Jamie Chen | Sam Rivera |
|---|---|---|---|---|
| 2026-10-01 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2026-10-02 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2026-10-03 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2026-10-04 | $1,700.00 | $0.00 | $0.00 | $1,700.00 |
| 2026-10-05 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2026-10-06 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2026-10-07 | $2,750.00 | $0.00 | $0.00 | $2,750.00 |
| 2026-10-08 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2026-10-09 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2026-10-10 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2026-10-11 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2026-10-12 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2026-10-13 | $0.00 | $0.00 | $0.00 | $0.00 |
Closed-deal win rate by owner
View chart data
| Group | Value |
|---|---|
| Sam Rivera | 100% |
| Alex Morgan | 0% |
| Jamie Chen | 0% |
Win rate by owner over time
Alex MorganJamie ChenSam Rivera
2026-10-01–2026-10-13 · Daily · Outcome date
View chart data
| Group | Value | Alex Morgan | Jamie Chen | Sam Rivera |
|---|---|---|---|---|
| 2026-10-01 | Not enough data | Not enough data | Not enough data | Not enough data |
| 2026-10-02 | Not enough data | Not enough data | Not enough data | Not enough data |
| 2026-10-03 | Not enough data | Not enough data | Not enough data | Not enough data |
| 2026-10-04 | 100% | Not enough data | Not enough data | 100% |
| 2026-10-05 | Not enough data | Not enough data | Not enough data | Not enough data |
| 2026-10-06 | Not enough data | Not enough data | Not enough data | Not enough data |
| 2026-10-07 | 100% | Not enough data | Not enough data | 100% |
| 2026-10-08 | 0% | 0% | Not enough data | Not enough data |
| 2026-10-09 | Not enough data | Not enough data | Not enough data | Not enough data |
| 2026-10-10 | Not enough data | Not enough data | Not enough data | Not enough data |
| 2026-10-11 | Not enough data | Not enough data | Not enough data | Not enough data |
| 2026-10-12 | 0% | Not enough data | 0% | Not enough data |
| 2026-10-13 | Not enough data | Not enough data | Not enough data | Not enough data |
| Owner | Won deals | Recorded sales won | Closed deals | Win rate | Goal | Attainment | Remaining gap |
|---|---|---|---|---|---|---|---|
| Alex Morgan | 0 | $0 | 1 | 0% | $4,000 | 0% | $4,000 |
| Jamie Chen | 0 | $0 | 1 | 0% | $3,000 | 0% | $3,000 |
| Sam Rivera | 2 | $4,450 | 2 | 100% | $3,000 | 148.3% | $0 |
What the metrics mean
Won deals
Record grain: opportunity
Date basis: Latest-status basis within period
Rules: One qualifying won opportunity per ID
Closed-deal win rate
Record grain: opportunity
Date basis: Latest-status basis within period
Rules: Won / (Won + Lost); abandoned separate
Goal achieved
Record grain: opportunity + configured goal
Date basis: Outcome date in goal month
Rules: Actual / goal; not clamped at 100%
Required data and boundaries
- Opportunities
Win rate uses won divided by won plus lost in the qualifying cohort. Abandoned deals remain separate, and unknown ownership is not quietly dropped.
Latest-status basis: reopened deals can change historical won/lost results. Fixed historical outcomes require validated event history. Recorded sales won is deal value, not collected revenue.
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