Follow the Metric Recipe below to create the metric 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 Companies Dataset:
Data Source
Views
Columns
HubSpot CRM
Companies
Id
Total Revenue
Recent Deal Close Date
Recent Conversion
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
Total Revenue
Date
Recent Deal Close Date
Dimension
Recent Conversion
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