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The All Deals Amount metric in HubSpot CRM is a sum of the total value of all open and closed deals in your sales pipeline. It provides an overview of the potential revenue for your business.
With Databox you can track all your metrics from various data sources in one place.
Used to show a simple Metric or to draw attention to one key number.
Databox is a business analytics software that allows you to track and visualize your most important metrics from any data source in one centralized platform.
To track All Deals Amount using Databox, follow these steps:
Basic HubSpot CRM metric ‘All Deals Amount’ is using ‘Close Date‘ date field, therefore the values displayed in Databox should match with Deals Amount values by Close Date in HubSpot CRM.
Some companies, however, might have different property settings in HubSpot accounts and Deals Amount values are displayed based on ‘Create Date’. In such cases, creating a custom metric via Metric Builder is required, since the HubSpot CRM integration in Databox doesn’t provide a basic metric ‘All Deals Amount’ that would use the ‘Create Date’ date field to display values.
If there are multiple currencies used in the HubSpot account, the ‘Amount’ metrics (e.g. ‘All Deals Amount’, ‘New Deals Created Amount’, ‘Closed Won Amount by Owner’, etc.) will provide the value used in the deal without specifying the currency symbol. However, by default all basic Amount-related metrics will be shown with a $ currency unit. This can be modified to a different unit using format settings.
Companies that use multiple currencies can create custom metrics using Metric Builder for HubSpot CRM using the ‘Amount in Company Currency’ metric, which will return all values already converted into the currency set as the company currency in HubSpot.