Upcoming deals commitment date by Deal Name [HubSpot CRM]

Follow the Metric Recipe below to create the custom metric that shows the name of the deal and when the upcoming commitment or contract start date is based on the deal amount.

1. Create the dataset

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

a) Create the Dataset

b) Create a new calculated column

1. Click "Edit Data".

2. Click on the right side + to create a Calculated Column using this formula:

   1. concat(left($Commitment_date,10),' - ',$Deal_Name)
      

      

   2. This combines the date and deal name in the same column: "2025-06-21 - Deal Name".

3. Rename the column to Commitment date & Deal Name.

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.