Deals Created Amount by Team [HubSpot CRM]

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

  1. Navigate to Metric Builder and create a new Custom Metric by selecting the dataset created in the previous step.

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

  3. 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