Average Time To Close Deal By Owner/Rep [HubSpot CRM]

In Databox, you can report on sales performance using HubSpot Sales/CRM and visualize how efficiently deals are being closed by each rep. As an example, you can track Average Time to Close Deal by Rep to understand how long it takes individual reps to close a deal from start to finish during a given period. To set this up, you will need to:

1. Create The Datasets

Ensure that you have the following views and columns included in your dataset. Read more about how to create a dataset.

a) Include these columns in your Deals Dataset

b) Include these columns in your Owners Dataset

c) Merge The Datasets

d) Create a Calculated Column in the Merged Dataset

If you would like to report on the rep's activities by both the first and last Name, a new calculated column needs to be created. Read more on how to add a calculated column to a dataset here.

1. Use the formula: CONCAT($FirstName, ' ', $LastName)

2. Name your Calculated Column "Full Name"
   

2. Create the Custom Metric with the merged Dataset

1. Navigate to Metric Builder and create a new Custom Metric by selecting the dataset created in the previous step. Fill out the fields as shown in the table below.

2. Read more about how to create a custom metric

Check out the Schema Explorer to learn more about all supported views and columns/properties: https://schema-explorer-nu.vercel.app/?integrationkey=HubspotCrm