Follow the Metric Recipe below to create the metric Deals Entered Deal Stage X (All Closed) from HubSpot CRM.
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
Note: To select the correct Date field, search by Date Entered in the column list, then choose the field that matches your Opportunity stage.
b) Include these columns in the Owners Dataset
c) Create a new Calculated Column to combine FirstName and LastName
Edit the Owners Dataset and create a new calculated column by clicking on the + icon on the right side.
Insert the following function: CONCAT($FirstName, ' ', $LastName)
Rename the column to Full owner name.
Save the Dataset.
d) Merge Datasets together
Dataset
Column to join
Operator
Deals
Deal Owner
Left Join
Owners
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
Date entered "stage_name (pipeline_name)"
Dimension
Full owner name
Aggregation
COUNT
Filters
Deal Probability IS ANY OF 1 OR 0
Check out the Schema Explorer to learn more about all supported views and columns/properties: https://schema-explorer.databox.com/?integrationkey=HubspotCrm