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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.
With Databox you can track all your metrics from various data sources in one place.
- About
- Technical Details
- Notes
What is "Tasks Completed by Owner"?
The Tasks Completed by Owner metric in Hubspot CRM measures the number of tasks that have been completed by a specific owner within a given time period. This metric can provide insights into the productivity and efficiency of individual team members, as well as help managers track progress toward team goals. By monitoring the Tasks Completed by Owner metric, teams can identify areas where additional support or training may be needed, and make adjustments to ensure that tasks are being completed in a timely and effective manner.
Example: Example: The Tasks Completed by Owner metric can be used to track the progress of a salesperson in following up with leads and closing deals in a given time period.
Visualizations
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Bar and Line Chart
Used to show comparisons between values.
How to track Tasks Completed by Owner 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 Tasks Completed by Owner 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 Tasks Completed by Owner on the Performance screen
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6Get Tasks Completed by Owner performance daily with Scorecards or as a weekly digest
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7Set Goals to track and improve performance of Tasks Completed by Owner
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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DescriptionThe Tasks Completed by Owner metric measures the number of tasks completed by an individual owner within a specific time period.
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CategorySales
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SubcategoryTasks completed
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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 UpdatesExisting data is purged in favor of the most recent synced data.
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Future Data AvailableNo
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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BenchmarksNo
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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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The Calls metric in HubspotCRM tracks the number of phone calls made between contacts and users in your account, allowing you to measure communication and outreach efforts and gather insights on potential sales opportunities.
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The Contacts (Marketing) metric in Hubspot CRM refers to the total number of leads or contacts that have been added to the marketing database, through various channels such as website forms, landing pages, social media, email campaigns, etc. This metric helps evaluate the effectiveness of marketing efforts and indicates the potential customer base.
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Deal Amount by Stage by Close Date
The Deal Amount by Stage by Close Date metric in HubspotCRM shows the total value of deals in each sales stage and their close dates, helping sales teams to better visualize and track their pipeline and forecast revenue.
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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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Meetings by Owner
The Meetings by Owner metric shows the number of meetings scheduled and owned by each user in the Hubspot CRM, enabling you to track individual productivity and performance in terms of setting up meetings with prospects and clients.
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Notes by Owner
Notes by Owner metric tracks the number of notes added by each individual owner in a Hubspot account, enabling efficient communication and collaboration among team members.
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