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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.

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Latest Deal by Name 2.190,879 Start tracking this metric
  • About
  • Tech 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

  • Databox visualization

    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:

  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 Latest Deal by Name on the Performance screen
  6. 6
    Get Latest Deal by Name performance daily with Scorecards or as a weekly digest
  7. 7
    Set Goals to track and improve performance of Latest Deal by Name
Goals

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Metric Digest

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Metric Builder

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Data Calculations

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Performance Screen

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HubSpot CRM integration with Databox Track Latest Deal by Name from HubSpot CRM in Databox GET STARTED

Basics

  • Description
    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.
  • Category
    Sales
  • Subcategory
    Deals
  • Date Added
    2016-08-10
  • Default Format
    RelativeTime
  • Cumulative Support
    Yes
  • Units
    No
  • Granularities
    daily, weekly, monthly, quarterly, yearly
  • Favorable Trend
    increasing
  • Historical Data
    Yes
  • Changing historical data
    No
  • Forecast Support
    Yes
  • Benchmark Support
    No
  • Media Support
    No
  • Dimension
    Yes
  • Metric Type
    event Learn more
  • API Endpoint
    https://api.hubapi.com/crm/v3/objects/deals/search

  • ‘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.

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