win rate formula

Hello  -  I have tried several formulas others have been helpful with, but ultimately I am not confident they are giving me the correct result.    The formulas either say they are for "win rate %"  when actually they are really a win/loss ratio  (which is easy to do in DAX).    

Or, they are a win rate formulas that do what an expert in CRM sales pipeline mentions in his blog below....in other words...they compare "won" deals over the total pipeline.     What I would like to do is the "preferred" method, which he describes as:  "The right way to measure opportunity win rates is to compare the number and value of deals won in a month with the number and value of deals lost in the same month.

I'm just not exactly sure how to go about this in Dax.   I do have a date table.   My goal is to be able to have not only an overall average win rate, but also win rates by each month in column visual.     Any guidance is appreciated

Don’t measure conversion rates like this

Sometimes people try to measure win rates in the context of the total pipeline.

In other words, the conversion rate is the value of closed-won deals in a month as a proportion of the total open pipeline.

However, I think this gives a distorted win rate.

For example, let’s say your sales cycle is three months.

A deal created today is unlikely to close for another two to three months. So why is it relevant to the opportunity conversion rate for this month?

What’s more, if the sales team closes the usual number of deals this month, but also does a great job of creating new funnel, the win rate is artificially low. Those new opportunities have dragged down the conversion rate.

Unfortunately, this perception of a reduction in the win rate might lead to all sorts of inappropriate management actions.

The correct way to measure conversion rates

Let’s keep it simple.

The right way to measure opportunity win rates is to compare the number and value of deals won in a month with the number and value of deals lost in the same month.