Deals by Channel [HubSpot CRM]

Follow the Metric Recipe below to create the metric Deals by Channel from HubSpot CRM.

1. Create the dataset

Navigate to the Datasets page and create a new Dataset for the selected source.

Data Source

HubSpot CRM

Views

Deals

Columns

Id, Create Date, Channel


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

Id

Date

Create Date

Dimension

Channel

Aggregation

COUNT

Filters

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