Follow the Metric Recipe below to create the metric:
1. Set up the dataset
Ensure that you have the following views and columns included in your dataset.
a) Include these columns in the Deals Dataset
Data Source
Views
Columns
Hubspot CRM
Deals
Id
Original Traffic Source
Close date
Is Closed Won
2. Create the Custom Metric
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.
Name your metric and save it.
Field
Value
Measure
Id
Date
Close date
Dimension
Original Traffic Source
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