How to access leads data to calculate Time to Qualification [HubSpot CRM]

Follow the Metric Recipe below to create the custom metrics using Leads object.

1. Create the dataset

Navigate to the Datasets page and create a new Dataset using HubSpot CRM.

a) Create a Leads Object Dataset

Data Source

Views

Columns

HubSpot CRM

Leads

Date Entered "New"

Date Entered "Qualified"

Other stages you use for qualified leads like SQL..

b) Create a Calculated Column

  1. Edit the dataset and click + in the right side to create a Calculated Column.

  2. Use this formula:

    1. abs(datediff($Date_entered_Qualified_Lead_pipeline,$Date_entered_New_Lead_pipeline,day))

      1. ABS(number) - Returns the absolute (non-negative) value of number.

      2. DATEDIFF(start_date, end_date, unit) - Returns the number of unit intervals (e.g., 'day', 'month') between start_date and end_date.

  3. Rename the column to "Time to Qualified"


2. Create the Custom Metric

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

  2. Fill out the Measure, Date, Dimension, Aggregation, and Filter fields as shown in the diagram below.

  3. Name your metric and save it.

Measure

Time to Qualified

Date

Date Entered Qualified

Dimension

/

Aggregation

AVG

Filters

/