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HubSpot CRM Deals by Deal Type (by Create Date)

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.

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Deals by Deal Type (by Create Date) 2.190,879 Start tracking this metric
  • About
  • Technical Details
What is "Deals by Deal Type (by Create Date)"?
The "Deals by Deal Type (by Create Date)" metric shows the number of deals created within a specified time frame, grouped by the type of deal. This helps track the effectiveness of your sales team in converting leads into deals and provides insights into which types of deals are most successful. It also allows you to identify trends and patterns in your sales process so that you can make informed decisions on how to optimize your sales strategy.
Example: Example: A HubSpot user wants to see how many deals of a particular type were created within a specific period to identify trends in sales for that deal type.

Visualizations

  • Databox visualization

    Bar and Line Chart

    Used to show comparisons between values.

How to track Deals by Deal Type (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 Deals by Deal Type (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 Deals by Deal Type (by Create Date) on the Performance screen
  6. 6
    Get Deals by Deal Type (by Create Date) performance daily with Scorecards or as a weekly digest
  7. 7
    Set Goals to track and improve performance of Deals by Deal Type (by Create Date)
Goals

Set Goals to track and improve your performance
Scorecards

Get your daily progress every morning with Scorecards
Metric Digest

Receive detailed weekly performance updates
Metric Builder

Built your own custom metrics with Metric Builder
Data Calculations

Set Goals to track and improve your performance
Performance Screen

Get instant insights into your top-performing metrics
HubSpot CRM integration with Databox Track Deals by Deal Type (by Create Date) from HubSpot CRM in Databox GET STARTED

General

  • Description
    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.
  • Category
    Sales
  • Subcategory
    Deals
  • Date Added
    2016-08-10

Specification

  • Metric Type
    general
  • Dimensional
    Yes
  • Decimal Digits
    No
  • Currency Units
    No
  • 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

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

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