---
title: "Close Rate Insight"
section: "Agent store — Sales — Sales Performance Management"
canonical_url: "https://leverge.ai/agents/sales/sales-performance-management/close-rate-insight"
category: "Sales"
process: "Sales Performance Management"
trigger: "Run on demand"
publisher: "Ailoitte Technologies Private Limited"
---

# Close Rate Insight

Upload won and lost deals and get close rates cut by segment, source, and stage — with the patterns that actually explain the differences rather than restating them.

## At a glance

- Business function: Sales
- Process: Sales Performance Management
- Runs: run on demand
- Run cost: 5 credits
- Uses a knowledge base: no

## What it needs

- **Closed deals export** (file upload) — Won and lost deals together — a close rate needs both. Include segment, source, stage reached, and cycle length where you have them.
- **Analysis settings** (form)

## How it works

1. Reading the deals export
2. Calculating close rates
3. Writing what the rates mean

## What it returns

- **Overall close rate** (score)
- **What the rates say** (written summary)
- **Close rate by cut** (breakdown table)
- **Where deals fall out** (table of results)
- **Read these with care** (flagged exceptions)

---

Source: https://leverge.ai/agents/sales/sales-performance-management/close-rate-insight — Leverge