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
Amount
Create date
HubSpot Team
b) Create an additional 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 Datasets together
Dataset
Column to join
Operator
Deals
HubSpot Team
Left Join
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.
Fill out the fields as shown in the table below.
Name your metric and save it.
Field
Value
Measure
Amount
Date
Create date
Dimension
HubSpot Team Name
Aggregation
SUM
Filters
/
Check out the Schema Explorer to learn more about all supported views and columns/properties: https://schema-explorer.databox.com/?integrationkey=HubspotCrm