Follow the Metric Recipe below to create the metric.
1. Configure the dataset
If you already have an existing dataset, ensure that you have the following views and columns included. Read more about how to create a dataset: https://help.databox.com/create-a-dataset
a) Include these columns in the Deals Dataset:
Data Source
Views
Columns
HubSpot CRM
Deals
Id
Close date
Is Closed Won
HubSpot Team
b) Include these columns in the Teams dataset
Data Source
Views
Columns
HubSpot CRM
Teams
Id
Name
c) Rename Name to HubSpot Team Name
Edit the Teams dataset and rename the column titled "Name" to "HubSpot Team Name".
d) Merge into Teams
Dataset
Column to join
Operator
HubSpot CRM - Deals
HubSpot Team
Left Join
HubSpot CRM - Teams
Id
2. Create the Custom Metric
Navigate to Metric Builder and create a new Custom Metric by selecting the dataset created in the previous step. Read more about how to create a custom metric: https://help.databox.com/create-a-custom-metric
Field
Value
Measure
Id
Date
Close date
Dimension
HubSpot Team Name
Aggregation
COUNT
Filters
Is Closed Won = 1
Check out the Schema Explorer to learn more about all supported views and columns/properties: https://schema-explorer.databox.com/?integrationkey=HubspotCrm