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.
The Average Time to Close Deal by Pipeline metric measures the average time it takes to close a deal in each stage of the sales pipeline, providing insights into the overall sales cycle.
The Calls metric in HubspotCRM tracks the number of phone calls made between contacts and users in your account, allowing you to measure communication and outreach efforts and gather insights on potential sales opportunities.
The New Deals Created Amount metric measures the total revenue generated from newly created deals in a given period of time. It helps businesses track the effectiveness of their sales efforts and identify areas for improvement.
Deals Closed Lost is a metric that measures the number of deals that have been fully progressed through the sales cycle but ultimately did not result in a sale or were lost to a competitor.
The All Deals by Owner metric displays the total number of deals owned by each salesperson in a HubspotCRM account.
The Deals by Deal Type (by Create Date) metric is a report that shows the number of deals created during a specific timeframe, categorized by the type of deal. This enables businesses to track how many sales have been made by deal type and identify trends within specific deal types.
The Deals by Original Source Data 2 metric tracks the number of deals generated based on the second source where a lead first interacted with your business, helping to identify which sources are driving the most revenue.
The Open (Unclosed) Deals by Owner metric measures the number of deals that have not yet been closed and assigns them to the respective owner in a Hubspot CRM account.