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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.

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

Notes 2.190,879 Start tracking this metric
  • About
  • Tech details
  • Notes
What is "Notes"?
The Notes metric in Hubspot CRM measures the number and quality of notes added to a contact, company, deal or ticket record by users. It provides valuable insights into the level of engagement and collaboration among team members, as well as the degree of communication and relationship building with customers. It also helps track the progress of leads through the sales pipeline and identify areas for improvement in the sales process. Adding comprehensive and relevant notes can enhance the overall efficiency and effectiveness of the sales cycle, while also strengthening customer relationships.
Example: Notes metric helped sales representatives to keep track of important customer interactions and key discussion points for future follow-ups.
This metric has one or more equivalents:

Visualizations

  • Databox visualization

    Number

    Used to show a simple Metric or to draw attention to one key number.

How to track Notes 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 Notes 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 Notes on the Performance screen
  6. 6
    Get Notes performance daily with Scorecards or as a weekly digest
  7. 7
    Set Goals to track and improve performance of Notes
HubSpot CRM integration with Databox Track Notes from HubSpot CRM in Databox GET STARTED

HubSpot CRM Notes included in Dashboard Templates 1

  • Live view

    HubSpot Mktg & CRM System Health Dashboard

    This SLA-inspired template will give you an overall snapshot of team performance for Sales & Marketing. Track lifecycle stage conversion rates along with Marketing & Sales team activities within the HubSpot Marketing & HubSpot CRM systems.

    HubSpot CRM HubSpot Marketing

HubSpot CRM Notes included in Report Templates 1

  • Details

    HubSpot CRM Report Template

    Use this HubSpot CRM report to report on your sales pipeline, sales rep. performance, and more.

    HubSpot CRM

Basics

  • Description
    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.
  • Category
    Sales
  • Subcategory
    Notes
  • Date Added
    2016-08-10
  • Cumulative Support
    Yes
  • Units
    No
  • Granularities
    daily, weekly, monthly, quarterly, yearly
  • Favorable Trend
    increasing
  • Historical Data
    Yes
  • Changing historical data
    Yes
  • Forecast Support
    Yes
  • Benchmark Support
    Yes
  • Media Support
    No
  • Dimension
    N/A
  • Metric Type
  • API Endpoint
    https://api.hubapi.com/crm/v3/objects/{metric_id}/search
  • Date field

    All basic engagement related metrics (Calls, Meetings, Emails, Tasks and Notes) are synced based on the Created date field. Metric Builder for CRM allows you to create custom metrics using alternative date fields (Last Modified Date or Activity date).

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