Deals Closed-Won by Pipeline [HubSpot]

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

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

b) Include these columns in the Deal Pipeline Stages Dataset

c) Merge Datasets together

2. Create the Custom Metric

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

2. Fill out the fields as shown in the table below.

3. Name your metric and save it.

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