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HubSpot CRM Deal Amount by Stage by Create Date

The Deal Amount by Stage by Create Date metric provides a comprehensive view of the deal amount across various stages of the sales pipeline, organized by the date the deals were created. This enables sales managers to track the progress of the sales team and identify areas where they need to focus their efforts to increase revenue.

With Databox you can track all your metrics from various data sources in one place.

Deal Amount by Stage by Create Date 2.190,879 Start tracking this metric
  • About
  • Technical Details
What is "Deal Amount by Stage by Create Date"?
The Deal Amount by Stage by Create Date metric is an important metric in HubspotCRM that helps to track and analyze the total value of deals based on the stage of the deal and the date it was created. It provides insight into the distribution of deals across different stages and when they were created. This information can be used to identify trends, measure performance, and make more informed decisions about prioritizing sales activities. By tracking this metric, businesses can optimize their sales process and improve their bottom line.
Example: Example: The Deal Amount by Stage by Create Date metric allows us to track the revenue generated from deals in different stages since they were created, helping us identify our sales team's performance and forecast revenue growth.

Visualizations

  • Databox visualization

    Bar and Line Chart

    Used to show comparisons between values.

How to track Deal Amount by Stage by Create Date in Databox?

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 Deal Amount by Stage by Create Date using Databox, follow these steps:

  1. 1
    Connect HubSpot CRM that contains the metric you want to track
  2. 2
    Select the metric you want to track from the list of available metrics
  3. 3
    Drag and drop the selected metric onto your dashboard
  4. 4
    Watch your dashboard populate in seconds
  5. 5
    Put Deal Amount by Stage by Create Date on the Performance screen
  6. 6
    Get Deal Amount by Stage by Create Date performance daily with Scorecards or as a weekly digest
  7. 7
    Set Goals to track and improve performance of Deal Amount by Stage by Create Date
HubSpot CRM integration with Databox Track Deal Amount by Stage by Create Date from HubSpot CRM in Databox GET STARTED

HubSpot CRM Deal Amount by Stage by Create Date included in Dashboard Templates 1

  • Live view

    QuickBooks + HubSpot CRM: Financial Performance

    This dashboard helps to keep high-level tabs on your overall financial health, and quickly identify points of friction slowing your success.

    HubSpot CRM QuickBooks

General

  • Description
    The Deal Amount by Stage by Create Date metric provides a comprehensive view of the deal amount across various stages of the sales pipeline, organized by the date the deals were created. This enables sales managers to track the progress of the sales team and identify areas where they need to focus their efforts to increase revenue.
  • Category
    Sales
  • Subcategory
    Deals
  • Date Added
    2016-08-10

Specification

  • Metric Type
    general
  • Dimensional
    Yes
  • Decimal Digits
    Yes
  • Currency Units
    Yes
  • Granularities
    Daily, weekly, monthly, quarterly and yearly.
  • Custom Relative Periods
    Yes
  • Data Availability
    At sync, it ranges from last day of 3 years ago 00:00 PST to first day of 3 years 00:00 PST.
  • Retroactive Data Updates
    Existing data is purged in favor of the most recent synced data.
  • Future Data Available
    Yes

Visualization

  • Default Format
    AutoDollar
  • Cumulative Graph
    Yes
  • Favorable Trend
    increasing
  • Media Creatives
    No
  • Forecasts
    Yes
  • Benchmarks
    No

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