Deals Closed Won by Channel [HubSpot CRM Dataset]

Follow the Metric Recipe below to create the metric Deals Closed Won by Channel from HubSpot CRM.

1. Create the dataset

Navigate to the Datasets page and create a new Dataset for the selected source.

Data Source

HubSpot

Views

Deals

Columns

Id, Close Date, Deal Stage, Channel


2. Create the Custom Metric

  1. Navigate to Metric Builder and create a new Custom Metric by selecting the Dataset you previously created.

  2. Fill out the Measure, Date, Dimension, Aggregation, and Filter fields as shown in the diagram below.

  3. Name your metric and save it.

Measure

Id

Date

Close Date

Dimension

Channel

Aggregation

COUNT

Filters

Deal Stage = [insert_stage_id]