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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
- Tech 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.
Basics
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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
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Cumulative SupportYes
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UnitsNo
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Granularitiesdaily, weekly, monthly, quarterly, yearly, allTime
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Favorable Trendincreasing
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Historical DataYes
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Changing historical dataYes
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Forecast SupportYes
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Benchmark SupportYes
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Media SupportNo
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DimensionN/A
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Metric Typegeneral Learn more
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API Endpointhttps://api.hubapi.com/crm/v3/objects/deals/search
Related Metrics
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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
Deals by Stage by Close Date
The Deals by Stage by Close Date metric displays the number of deals in each stage of the sales pipeline, organized by their expected close date. It provides a visual representation of the sales pipeline and allows for better forecasting and prioritization of deals.
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HubSpot CRM
Deals Created by Pipeline
Deals Created by Pipeline is a metric that indicates the total number of deals that have been created and categorized by the different stages in the sales pipeline. It helps teams to track the progress of deals and identify areas for improvement in their sales process.
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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
Deals Closed Won
Deals Closed Won is the total number of sales deals that have been successfully closed and won within a given time period, indicating the effectiveness of the sales team in converting potential customers into paying customers.
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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
Meetings
The Meetings metric in HubSpot CRM measures the number of scheduled and completed meetings with your contacts. It helps to track the effectiveness of your sales and marketing tactics and optimize your outreach strategy.
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HubSpot CRM
Tasks Completed by Owner
The Tasks Completed by Owner metric measures the number of tasks completed by an individual owner within a specific time period.
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