How Win Rate Is Calculated
Win rate only counts bids with a final outcome (won or lost). Projects that are still in progress (drafts, submitted, under negotiation) don't factor in until they're decided.
Win Rate = Bids Won ÷ Total Submitted Bids
For example, if you won 2 jobs and lost 3 over the last 30 days, your win rate is 40%.
A few things are intentionally excluded from the calculation:
Bids still in progress or under negotiation.
Projects you were invited to bid but never submitted a bid.
Any project that was marked won or lost but later flipped back to an another status—RiffleCM has a safeguard that prevents those from skewing your numbers.
Where to Find Win Rate in RiffleCM
Win rate shows up in four places, each scoped differently:
Your overall (company-wide) win rate: Opportunities page
Your overall win rate for the last 30 days, with a trend indicator showing how it compares to the 30-days before that. This is your highest-level pulse check.
Your (personal) 30-day Win Rate: Dashboard page
The percentage of your bids won versus lost over the last 30 days, along with month-over-month trend information.
Prospect win rate: Company Details Panel
Contact detail panel is available anywhere in RiffleCM where you see a known contact mentioned. The win rate in this panel is filtered to just the projects involving that specific company, shown as "Won X of Y projects with [Company]."
This win rate can also be found at the individual contact panel.
Company-level win rate: Project Overview pages
On any Project Overview page, RiffleCM will display the win rate of the company who invited you to that project right at the top of the page.
⚠️ Note: the inviting company needs to be a known contact in order for Riffle to track & display their win rate; unknown contacts/companies will not have win rates.
If there are multiple bidders on a project, RiffleCM displays the bidder with the highest win rate and labels it accordingly.
Tips to Keep In Mind Regarding Win Rates
Small sample sizes can be misleading. RiffleCM doesn't require a minimum number of projects before displaying a win rate. So a 100% win rate might just mean you've only closed one job. The more resolved bids behind the number, the more reliable it is.
The trend matters as much as the number. A 40% win rate trending up from 35% tells a different story than one trending down from 50%. Use the 30-day trend on the dashboard to spot momentum shifts early.
Company-level win rate is your relationship scorecard. If your win rate with a specific company is consistently low, that's a signal worth paying attention to. It could indicate a number of issues, whether it's pricing, fit, or general relationship. If it's high, that partner may deserve a Preferred status in your contacts.
Timing is based on when things happened, not when they were entered. RiffleCM uses the actual date a status changed, so if you backdate a win or loss, it lands in the right time window rather than distorting your current numbers.