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HubSpot CRM Deals by Stage by Create Date

The Deals by Stage by Create Date metric shows the number of deals created during a specific time period sorted by the deal stage they are currently at. It helps track the progress of deals in the sales pipeline and identify trends in deal stage movement.

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Deals by Stage by Create Date 2.190,879 Start tracking this metric
  • About
  • Technical Details
What is "Deals by Stage by Create Date"?
The Deals by Stage by Create Date metric in Hubspot CRM shows the total number of deals created within a specified time period and categorizes them by their respective sales stage. This provides a snapshot of the sales pipeline, allowing sales teams to identify bottlenecks and track progress. It also helps to measure the effectiveness of the sales process by analyzing the conversion rates between stages and identifying areas that need improvement. Overall, this metric aids in forecasting sales revenue and enables sales teams to make data-driven decisions.
Example: Example: A sales manager can use Deals by Stage by Create Date metric to track the progress of leads through the sales funnel and identify areas where the sales team is struggling to move deals forward.

Visualizations

  • Databox visualization

    Bar and Line Chart

    Used to show comparisons between values.

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

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Scorecards

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Metric Digest

Receive detailed weekly performance updates
Metric Builder

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Data Calculations

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Performance Screen

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HubSpot CRM integration with Databox Track Deals by Stage by Create Date from HubSpot CRM in Databox GET STARTED

General

  • Description
    The Deals by Stage by Create Date metric shows the number of deals created during a specific time period sorted by the deal stage they are currently at. It helps track the progress of deals in the sales pipeline and identify trends in deal stage movement.
  • 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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