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Hubspot Marketing & Sales Basic KPIs
This template was made for C-Level executives who want to track their Marketing and Sales teams KPI's.
HubSpot CRM
Open (Unclosed) Deals
Open Deals is a metric that indicates the total number of deals that are in progress but have not been marked as won or lost in a given period of time in the Hubspot CRM system.
With Databox you can track all your metrics from various data sources in one place.
- About
- Technical Details
What is "Open (Unclosed) Deals"?
The Open (Unclosed) Deals metric in HubspotCRM refers to the number of deals that are currently in progress and have not yet been won or lost. This metric provides insight into the current sales pipeline and the potential revenue that could be generated from these deals. It can be used by sales teams to prioritize their efforts and focus on closing these open deals. Additionally, monitoring changes in this metric over time can help identify trends and areas for improvement in the sales process.
Example: The Open (Unclosed) Deals metric helps track potential clients who are yet to make a purchase. For example, if a sales team has 50 open deals, they can prioritize their efforts to close them.
This metric has one or more equivalents:
Visualizations
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Number
Used to show a simple Metric or to draw attention to one key number.
How to track Open (Unclosed) Deals 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 Open (Unclosed) Deals 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 Open (Unclosed) Deals on the Performance screen
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6Get Open (Unclosed) Deals performance daily with Scorecards or as a weekly digest
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7Set Goals to track and improve performance of Open (Unclosed) Deals
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
HubSpot CRM Open (Unclosed) Deals included in Dashboard Templates 1
HubSpot CRM Open (Unclosed) Deals included in Report Templates 1
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Details
HubSpot Lead Generation Report Template
Use this HubSpot Lead Generation advanced report to share high-level and in-depth metrics of your sales pipeline and lead generation efforts. Present key metrics like Deals Won Amount, Sales Activities, MQLs, SQLs, and more.
General
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DescriptionOpen Deals is a metric that indicates the total number of deals that are in progress but have not been marked as won or lost in a given period of time in the Hubspot CRM system.
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CategorySales
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SubcategoryDeals open
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Date Added2016-08-10
Specification
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Metric Typegeneral
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DimensionalNo
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Decimal DigitsNo
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Currency UnitsNo
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GranularitiesDaily, weekly, monthly, quarterly, yearly and all-time.
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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 UpdatesExisting data is purged in favor of the most recent synced data.
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Future Data AvailableYes
Visualization
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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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BenchmarksYes
Related Metrics
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HubSpot CRM
Average Time to Close Deal
Average Time to Close Deal measures the average duration it takes to close a deal, from initial contact to the signing of the contract.
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HubSpot CRM
All Deals Amount
The All Deals Amount metric in HubSpot CRM is a sum of the total value of all open and closed deals in your sales pipeline. It provides an overview of the potential revenue for your business.
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HubSpot CRM
Deal Amount by Stage by Create Date
The Deal Amount by Stage by Create Date metric provides a comprehensive view of the deal amount across various stages of the sales pipeline, organized by the date the deals were created. This enables sales managers to track the progress of the sales team and identify areas where they need to focus their efforts to increase revenue.
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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
Closed Won Deals by Deal Name
The Closed Won Deals by Deal Name metric measures the total number of deals that have reached the closed won stage in a given period of time, grouped by their respective deal names.
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HubSpot CRM
Deals by Original Source Data 2
The Deals by Original Source Data 2 metric tracks the number of deals generated based on the second source where a lead first interacted with your business, helping to identify which sources are driving the most revenue.
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HubSpot CRM
Deals by Original Source Type
The Deals by Original Source Type metric displays the total number of deals in your Hubspot CRM by the type of original source that generated the lead or opportunity, helping you identify which sources are most effective in driving sales.
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HubSpot CRM
Emails Logged by Owner
The Emails Logged by Owner metric in HubspotCRM measures the number of email interactions logged by an individual owner within a given period, indicating their level of engagement with leads and customers.
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