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HubSpot CRM
Latest Deal by Name
Latest Deal by Name metric in Hubspot CRM refers to the name of the most recently closed deal in the system, providing insight into the current state of sales activity and deal flow.
With Databox you can track all your metrics from various data sources in one place.
- About
- Technical Details
- Notes
What is "Latest Deal by Name"?
The Latest Deal by Name metric in HubspotCRM provides a quick and easy way for sales teams to keep track of the latest deal being worked on for a particular customer or prospect. This metric displays the name of the most recent deal associated with a contact or company record, allowing team members to quickly access important deal information and stay up-to-date on the status of their sales pipeline. This feature helps sales teams prioritize their follow-up activities and keep their deals moving forward.
Example: The Latest Deal by Name metric can help a sales team easily track and monitor the progress of a specific deal in order to optimize their follow-up and sales process.
Visualizations
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Bar and Line Chart
Used to show comparisons between values.
How to track Latest Deal by Name 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 Latest Deal by Name using Databox, follow these steps:
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1Connect HubSpot CRM that contains the metric you want to track
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2Select the metric you want to track from the list of available metrics
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3Drag and drop the selected metric onto your dashboard
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4Watch your dashboard populate in seconds
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5Put Latest Deal by Name on the Performance screen
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6Get Latest Deal by Name performance daily with Scorecards or as a weekly digest
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7Set Goals to track and improve performance of Latest Deal by Name
GoalsSet Goals to track and improve your performance
ScorecardsGet your daily progress every morning with Scorecards
Metric DigestReceive detailed weekly performance updates
Metric BuilderBuilt your own custom metrics with Metric Builder
Data CalculationsSet Goals to track and improve your performance
Performance ScreenGet instant insights into your top-performing metrics
General
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DescriptionLatest Deal by Name metric in Hubspot CRM refers to the name of the most recently closed deal in the system, providing insight into the current state of sales activity and deal flow.
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CategorySales
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SubcategoryDeals
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Date Added2016-08-10
Specification
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Metric Typeevent
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DimensionalYes
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Decimal DigitsNo
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Currency UnitsNo
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GranularitiesDaily, weekly, monthly, quarterly and yearly.
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Custom Relative PeriodsYes
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Data AvailabilityAt sync, it ranges from last day of 3 years ago 00:00 PST to first day of 3 years 00:00 PST.
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Retroactive Data UpdatesNewly synced data is merged with existing data, replacing values for matching periods.
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Future Data AvailableNo
Visualization
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Default FormatRelativeTime
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Cumulative GraphYes
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Favorable Trendincreasing
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Media CreativesNo
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ForecastsYes
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BenchmarksNo
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‘Latest Deal by Name’ metric showing values in years
The metric ‘Latest Deal by Name’ tracks the name of the most recent deal (dimension) since the creation date (value), so the expected values for the metric are ‘x days ago, x hours ago’. However, if there are multiple deals with the same name (duplicates), the values for these deals will be summed up – causing the overall to be displayed in years, which is exaggerated. The solution here is to rename the duplicate deals and make sure that no two deals have the same name.
Related Metrics
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HubSpot CRM
Average Time to Close Deal by Pipeline
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.
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HubSpot CRM
All Deals
The All Deals metric in HubspotCRM provides a comprehensive overview of all deals in the sales pipeline, including the total number of deals, their total value, and their current stage.
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HubSpot CRM
Companies
The Companies metric in HubSpot CRM tracks the total number of companies in your database, providing valuable insights into the size and growth of your company's customer base.
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HubSpot CRM
Latest Deal Amount by Name
The Latest Deal Amount by Name metric displays the amount of the most recent deal closed for a specific contact or company name in Hubspot CRM. It helps sales teams track the value of their recent deals and prioritize their follow-up activities.
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HubSpot CRM
Deals Closed Lost
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.
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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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HubSpot CRM
Open (Unclosed) Deals Amount
The Open (Unclosed) Deals Amount metric in HubSpot CRM refers to the total monetary value of all deals that have not been marked as closed or won. This metric is useful for gaining insight into the potential revenue a business can generate from deals that are still in progress.
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HubSpot CRM
Notes
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.
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