Overview: HubSpot CRM Query Builder
In this article, we will explain elements and functionality of the Query Builder for HubSpot CRM through an example. Our goal is to filter the number of open contacts by owner, where the amount is greater than 50.
You can find Query Builder under Data manager (link to Query Builder):
IN THIS ARTICLE
1. Basic Options
We chose "Amount by Deal Stage (Sales Pipeline - John)" for our query name.
dimensionparameter breaks down metrics by common criteria, such as by
Deal Owner. When dimensions are requested, values are segmented by dimension value. If a query has no
dimensionsparameter, the returned metrics will provide aggregate values for the requested date range, such as overall Deal Amount or Deal Count.
Last Activity date, etc. You can also choose a Custom Deal Property, which you have set up in HubSpot CRM.
Read more about: Adding and Modifying Additional Date Range.
ANDboolean logic. Filtered queries restrict the rows that do (or do not) get included in the result. Each row in the result is tested against the filter; if the filter matches, the row is retained, and if it doesn't match, the row is dropped.
- Contains substring: Aggregate metrics where the country contains
- Does not contain substring: Aggregate metrics where the country does not contain
- Equals: Return results where the amount is exactly
- Does not equal: Return results where the amount is not
- Greater than: Return results where the amount is strictly greater than
- Less than: Return results where the amount is strictly less than
When everything mentioned above is set, click "Run query" to show Data preview.
3. Data preview
In Data Preview you will see all values for selected metrics and date ranges. At the bottom you can check total values. Just click on tabs for switching date range.
If you want to sort values by date/time just click on the arrow next to "Date"
When your query is ready, click "Save query." Now a new metric has been created, with the metric name the same as the custom query name.
By default, a metric will be added in the datasource where data is pulled. It is possible to change the target datasource by clicking on "Change target data source" on the top right.
It is possible to rename dimensions (best practice is to rename them before saving the query) by clicking "..." next to "Dimension" and then selecting "Rename dimension".
This function is useful when you want to exclude one or more dimensions. (For example if you want to show data for all Countries except one). Click on "..." next to "Dimension" and select "Skip dimension".
Click on "..." next to "Value" and select "Round values." Enter the number of decimal places to be rounded to into field in popup, and values will be rounded accordingly.