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 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.
The Deals by Stage by Close Date metric displays the number of deals in each stage of the sales pipeline, organized by their expected close date. It provides a visual representation of the sales pipeline and allows for better forecasting and prioritization of deals.
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 Created by Custom Field metric in HubspotCRM measures the number of deals created based on a specific custom field that has been set for the deals. This provides insights into the effectiveness of certain deal attributes in driving success and overall sales performance.
The Open Deals by Pipeline metric shows the number and total value of deals that have not yet been marked as closed, organized by pipeline in Hubspot CRM.
The Notes metric in HubspotCRM refers to the number of notes added to a particular contact, company or deal record. It helps to keep track of communication and relevant information related to a record.
The Contacts (Marketing) metric in Hubspot CRM refers to the total number of leads or contacts that have been added to the marketing database, through various channels such as website forms, landing pages, social media, email campaigns, etc. This metric helps evaluate the effectiveness of marketing efforts and indicates the potential customer base.