Lead Calls by Owner [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. Read more about how to create a dataset.

a) Include these columns in the Dataset

b) Edit or create additional datasets if required

The column Lead owner is a foreign key referencing the Owners table. You must include the full name of the owner from the Owners dataset.

c) Create a new Calculated Column to combine FirstName and LastName

1. Edit the Owners Dataset and create a new calculated column by clicking on the + icon on the right side.

2. Insert the following function: CONCAT($FirstName, ' ', $LastName)

3. Rename the column to Full owner name.

4. Save the Dataset.

d) Merge Datasets together

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

2. Read more about how to create a custom metric.

Check out the Schema Explorer to learn more about all supported views and columns/properties: HubSpot CRM Schema Explorer