The Metric Builders for HubSpot CRM allow you to create Custom Metrics based on Deals and Custom Company data. A summary of each Metric Builder for HubSpot CRM is outlined below, along with links to full documents outlining the functionality of each Metric Builder.
Metric Builder is available on the Professional and higher plans. Request a trial of Metric Builder by following these steps.
HOW TO
- Use the Metric Builder for Deals
- Use the Metric Builder for Company Properties
- Use the Metric Builder for Engagements
How the Metric Builder for Deals works
To track Deals data like Open Deals, Closed Won Deals, Closed Lost Deals, and Sales Activities during a specified Date Range, you'll want to use the Metric Builder for Deals.
Sample Custom Metrics: ''Count of Deals by Deal Stage,'' ''Amount by Pipeline,'' ''Number of Sales Activities by Deal Name,'' ''Closed Won Deals by Deal Owner''
Learn more about the Metric Builder for Deals here.
How the Metric Builder for Company Properties works
To report on Custom Company Properties during a specified Date Range, you'll want to use the Metric Builder for Company Properties.
This Metric Builder is also a great way to access Custom Company Properties that are not accessible from Basic HubSpot Metrics. For example, if you wanted to report on the number of Companies for a specific Property, you'd want to set a Custom Company Property in HubSpot. You can then create a Custom Metric in Databox to report on the number of Companies for that Custom Property.
Sample Custom Metrics: "Count of Companies by Tier," "Count of Companies by Plan Name," "Total Revenue by State/Region," ''Number of Form Submissions by Lead Status''
Learn more about the Metric Builder for Company Properties here.
How the Metric Builder for Engagements works
To report on Custom Engagements like Calls, Meetings, Emails, Notes and Tasks during a specified Date Range, you'll want to use the Metric Builder for Engagements.
Sample Custom Metrics: "Count of Calls by Count Outcome," "Count of Meetings by Call and Meeting type," "Count of Emails by Email Sender," ''Count of Tasks by Task Status''.
Learn more about the Metric Builder for Engagements here.