If you're investing in paid channels like Google Ads or other PPC platforms, it's important to understand how many of your closed-won deals can be attributed to those efforts. This helps you tie revenue performance directly to your ad spend.
In Databox, you can create a Custom Metric that filters deal data based on both the deal stage and the original traffic source to report specifically on closed-won deals generated through paid media.
How to Create a Custom Metric with Filters
To build this metric, navigate to Metric Builder and select HubSpot CRM as the Data Source.
Set Metric to: Deal Amount (or a similar revenue field from your CRM).
Set the Date field to Close Date.
Add a filter for: Deal Stage contains "Closed Won" (or your custom name for the won stage).
Add a filter for: Original Traffic Source contains "Paid_Search".
This setup will return the total value of deals marked as "Closed Won" that originated from paid search traffic, giving you a clear view of how paid media contributes to revenue.
To learn more about setting up filtered Custom Metrics, check out: How to create a Custom Metric using HubSpot CRM Metric Builder.