The navigation links in this document can be used alongside the main navigation in your HubSpot portal.
If a menu item isn't listed but you want to report on data from that section, please contact our Support Team for more information.
Within HubSpot, data is stored on Contact, Company and Deal records. Additionally, HubSpot provides data on the performance of Content tools like Blogs, Landing Pages and Emails, and Marketing Automation tools, like Lists and Workflows.
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Contacts
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Contacts
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How to report on Contact Performance
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Basic Metrics to report on Contact Performance
There are a variety of Basic HubSpot Marketing Metrics available in Databox that allow you to analyze your Contact Performance. This includes "New Contacts," "New Contacts by Source," "Total Contacts," and "Contacts Lost."
To view these Metrics in Databox, navigate to Metrics > Metrics Library and select HubSpot Marketing from the Data Source drop-down. Enter "Contacts" in the Search bar to view all Contact-specific Metrics.
Popular Templates to report on Contact Performance
How to report on Lifecycle Stages
You can use Basic or Custom Metrics to report on Lifecycle Stages from your HubSpot portal. However, it is important to note that these 2 strategies track Lifecycle Stage data differently.
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- Basic Metrics
- Custom Metrics
- How to report on Lifecycle Stages in a Pipeline/ Funnel
- Popular Templates
Basic Metrics to report on Lifecycle Stages
The Basic HubSpot Marketing Metrics that are available are all titled "New [Lifecycle Stage]," such as "New Leads," "New Opportunities," and "New MQLs." Data will only be returned through these Metrics if HubSpot's default Lifecycle Stages are used in your HubSpot portal.
To view a list of these Metrics, navigate to Metrics > Metric Library in Databox and select HubSpot Marketing from the Data Source drop-down. Type "New" in the Search bar to filter out all "New [Lifecycle Stage]" Metrics.
Add any significant Lifecycle Stage Metrics to your Metrics screen by hovering over the logo in the top right of the Metric block and clicking + Add to my Metrics.
A Contact will be included in the "New MQL" Metric if they meet the following parameters:
- The Contact was created during the specified Date Range
- The Contact was marked as an MQL stage during the specified Date Range
- The Contact is still marked as an MQL at the end of the specified Date Range (or at the current point in time if the Date Range is still ongoing)
In HubSpot, the criteria are as follows:
Custom Metrics to report on Lifecycle Stages
Custom Lifecycle Stage Metrics can be accessed using the Metric Builder for HubSpot Marketing (Contacts). These Metrics are generally titled "Became a [Lifecycle Stage]," but since they are Custom Metrics you have the ability to choose any name you'd like.
Metric Builder is available on the Professional and higher plans. Request a trial of Metric Builder by following these steps.
A Contact will be included in the "Became a MQL" Metric if they meet the following parameter:
- The Contact was marked as an MQL at any time during the specified Date Range
In HubSpot, the criteria is as follows:
Based on these parameters, you can expect the "Became a MQL" value to be higher than the "New MQLs" value for the same Date Range.
How to report on Lifecycle Stages in a Pipeline/ Funnel
You may want to report on Lifecycle Stages in a Funnel or Pipeline. In order to create the view you need, you must consider whether "New [Lifecycle Stage]" Metrics or "Became a [Lifecycle Stage]" Metrics should be used.
Using "New [Lifecycle Stage]" Metrics in a pipeline, like "New Leads" and "New MQLs," gives visibility into the current state of the pipeline. Further, using these Metrics can help highlight changes in your pipeline.
Using "Became a [Lifecycle Stage]" Metrics in a pipeline, like "Became a Lead" and "Became a MQL," is most valuable if you're interested in being able to view the conversion rate from 1 stage to the next. Since all Contacts who entered a new Lifecycle Stage are tracked by these Metrics, a pipeline populated with "Became a [Lifecycle Stage]" Metrics may have higher values than a pipeline populated with "New [Lifecycle Stage]" Metrics.
Popular Templates to report on Lifecycle Stages
- HubSpot Marketing: Lead Generation (New [Lifecycle Stage])
- HubSpot Full Funnel Analysis (New [Lifecycle Stage])
- HubSpot Mktg Funnel: Became a [stage] Metrics
How to report on Custom Contact Properties
Custom Contact Properties are currently only accessible using Active Lists within HubSpot Marketing.
To start tracking this data in a way that is accessible via HubSpot's API, create an Active List with the Custom Contact Property set as the condition. This will make it so Contacts who are marked with the specified property are added to the Active List.
The Active List can be synced with Databox using the Basic Metric "Contacts by Active List." This Metric will always display the total number of Contacts in the Active List. Using this Metric, no historical data is initially available for the Active List.
In order to view the number of New Contacts who entered the list, you can use the Metric Builder for HubSpot Marketing (Active Lists).
Metric Builder is available on the Professional and higher plans. Request a trial of Metric Builder by following these steps.
Learn more about best practices when creating Active Lists to sync Contact data here.
A separate Active List must be created for every Custom Contact Property that you want to report on. This is because HubSpot stores the number of Contacts in an Active List in their API, but not specific information on Contact Properties that would allow us to differentiate between Contacts on our own.
For example, if you use a Custom Contact Property to track the number of Contacts from each industry, you would need to create 1 Active List for each industry.
Companies
HOW TO REPORT ON
How to report on Company Performance
There are some Basic HubSpot CRM Metrics available in Databox that allow you to analyze Company Performance data. This includes "Revenue by Company," "Companies by Owner," and "New Companies by First Conversion."
To view these Metrics in Databox, navigate to Metrics > Metrics Library and select HubSpot CRM from the Data Source drop-down. Enter "Company" in the Search bar to view all Company-specific Metrics. This ensures that Metrics containing "Company" and Metrics containing "Companies" are included in the search results.
Add any significant Company Metrics to your Metrics screen by hovering over the logo in the top right of the Metric block and clicking + Add to my Metrics.
How to report on Custom Company Properties
You can use Basic and Custom Metrics to report on Custom Company Properties from your HubSpot CRM portal.
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Basic Metrics to report on Custom Company Properties
Due to the structure of the API, only 1 Custom Company Property is accessible from each HubSpot CRM Data Source.
Please contact our Support Team at help@databox.com to select this Custom Company Property for your Data Source.
Once that's set, you can use the HubSpot CRM Metric called "Companies by Custom Field" to access this data.
Custom Metrics to report on Custom Company Properties
If there are multiple Custom Company Properties that you want to report on in Databox, use the Metric Builder for HubSpot CRM (Company Properties) to create Custom Metrics. Learn more here.
Metric Builder is available on the Professional and higher plans. Request a trial of Metric Builder by following these steps.
Lists
You can use Basic or Custom Metrics to report on Lists from your HubSpot Marketing portal.
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Basic Metrics to report on Lists
Lists can be synced with Databox using the Basic Metric "Contacts by Active List." This Metric will always display the total number of Contacts in the Active List. Using this Metric, no historical Active List data is initially available.
Custom Metrics to report on Lists
In order to view the number of New Contacts who entered your List, use the Metric Builder for HubSpot Marketing (Active Lists) Metric Builder is available on the Professional and higher plans. Request a trial of Metric Builder by following these steps
Learn more about best practices when creating Active Lists to sync data here.
HubSpot's API stores the total number of Contacts in the List. Specific Contact Properties are not available from the API. Learn more about how Net New List Contacts are calculated in Databox here.
Marketing
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Ads
In HubSpot, your ads platforms are connected so you can access ads data and gather valuable insights. Similarly, your ads platforms should be connected directly in Databox to access your ads data.
Navigate to Data Sources > Available Data Sources and type "Ads" in the Search bar.
Once you've connected your ads platforms in Databox, navigate to Metrics > Metrics Library and select your first ads Data Source from the Data Source drop-down.
Add any significant ads Metrics to your Metrics screen by hovering over the logo in the top right of the Metric block and clicking + Add to my Metrics.
Navigate to Metrics > Metrics Library and select your first Ads Data Source from the Data Source drop-down.
Add any significant Metrics to your Metrics screen by hovering over the logo in the top right of the Metric block and clicking + Add to my Metrics. Repeat this process for all of your Ads Data Sources.
HOW TO REPORT ON
How to report on Email Performance
You can use Basic or Custom Metrics to report on Email Performance from your HubSpot Marketing portal.
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Basic Metrics to report on Email Performance
There are a variety of Basic HubSpot Marketing Metrics available in Databox that allow you to analyze your Email Performance. This includes "Emails Clicked," "Total Emails Sent by Title (by Last updated)," and "Total Emails Opened by Title (by Create Date)."
To view these Metrics in Databox, navigate to Metrics > Metrics Library and select HubSpot Marketing from the Data Source drop-down. Enter "Email" in the Search bar to view all Email-specific Metrics.
Add any significant Email Metrics to your Metrics screen by hovering over the logo in the top right of the Metric block and clicking + Add to my Metrics.
To view the performance of a specific Email on a Databoard, use Metrics that have "by Email" in the Metric name. You will then need to set up your Datablock in a way that prompts you to select a specific Dimension (Email). Learn how to select a specific Email on a Datablock here.
Custom Metrics to report on Email Performance
Custom Email Performance Metrics can be built using the Metric Builder for HubSpot Marketing (Emails).
Metric Builder is available on the Professional and higher plans. Request a trial of Metric Builder by following these steps.
Using this Metric Builder, you can create Custom Metrics to report on Metrics like "Sent," "Bounced," "Unsubscribed," "Spam Reports," and more. You can select specific Emails to report on, or you can use Filters to differentiate between emails based on the Email Name.
This is especially valuable if you have a naming convention for emails in your HubSpot portal. For example, if all Marketing Emails have "Mktg" in the Email Name, you can add a Filter to only include data for Emails whose name contains "Mktg" to report on Marketing Email Performance.
Calculated Metrics to report on Email Performance
It's often valuable to report on Email Rates, such as "Email Open Rate" and "Email Click Rate." These Metrics can be created using Data Calculations.
Data Calculations is available on the Professional and higher plans. Request a trial of Data Calculations by following these steps.
For example, to calculate "Email Open Rate," you can use the equation "Emails Opened" divided by "Emails Delivered."
You may also want to report on the Email Open Rate for specific emails.
Rather than creating a new Calculated Metric for each Email, you can use the equation "Emails Opened by Email Title (by Create Date)" divided by "Emails Delivered by Email Title (by Create Date)" without selecting a specific Dimension for either.
The resulting Calculated Metric will report on "Email Open Rate by Email Title (by Create Date)."
To view the Email Open Rate of a specific Email, you will then need to set up your Datablock in a way that prompts you to select a specific Dimension (Email). Learn how to select a specific Email on a Datablock here.
Popular Templates to report on Email Performance
How to report on Email Campaigns
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Basic Metrics to report on Email Campaigns
There are a variety of Basic HubSpot Marketing Metrics available in Databox that allow you to analyze your Email Campaigns. This includes "Emails Opened by Email Campaign," "Emails Clicked by Email Campaign," and "Contacts Lost by Email Campaign."
To view these Metrics in Databox, navigate to Metrics > Metrics Library and select HubSpot Marketing from the Data Source drop-down. Enter "Email Campaign" in the Search bar to view all Email Campaign Metrics.
Add any significant Email Campaign Metrics to your Metrics screen by hovering over the logo in the top right of the Metric block and clicking + Add to my Metrics.
To view the performance of a specific Email Campaign on a Databoard, set up your Datablock in a way that prompts you to select a specific Dimension (Email Campaign). Learn how to select a specific Email Campaign on a Datablock here.
Popular Templates to report on Email Campaigns
Social
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How to report on Social data
In HubSpot, your social platforms are connected so you can access social data and gather valuable insights. Similarly, your ads platforms should be connected directly in Databox to access your social data.
Navigate to Data Sources > Available Data Sources and use the Search bar to search for your social platforms.
Once you've connected your social platforms in Databox, navigate to Metrics > Metrics Library and select your first social Data Source from the Data Source drop-down.
Add any significant social Metrics to your Metrics screen by hovering over the logo in the top right of the Metric block and clicking + Add to my Metrics.
Basic Metrics to report on Social Performance
There are some Basic HubSpot Marketing Metrics available in Databox that allow you to analyze how your social platforms are generating Sessions, Leads, etc.
Navigate to Data Source > Available Data Sources and select HubSpot Marketing from the Data Source drop-down. Enter "Social" in the Search bar to view all Social Metrics.
Add any significant social Metrics to your Metrics screen by hovering over the logo in the top right of the Metric block and clicking + Add to my Metrics.
To view the performance of a specific Social Source on a Databoard, set up your Datablock in a way that prompts you to select a specific Dimension (Social Source). Learn how to select a specific Social Source on a Datablock here.
To report on all Social Sources, you will need to use a Metric with "by Source" in the Metric name. "Social Media" is included in the "Source" list.
Navigate to Data Source > Available Data Sources and select HubSpot Marketing from the Data Source drop-down. Enter "by source" in the Search bar to view all "by Source" Metrics.
Add any significant "by Source" Metrics to your Metrics screen by hovering over the logo in the top right of the Metric block and clicking + Add to my Metrics. You will be prompted to select the specific Dimension (Source) that you want to add to your Metrics screen.
To view the performance of a specific Source (like Social Media) on a Databoard, set up your Datablock in a way that prompts you to select a specific Dimension (Source). Learn how to select a specific Source on a Datablock here.
Popular Templates to report on Social data
Website
You can use Basic, Custom, and Calculated Metrics to report on Website Performance from your HubSpot Marketing portal.
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Basic Metrics to report on Website Performance
There are a variety of Basic HubSpot Marketing Metrics available in Databox that allow you to analyze your Website Performance. This includes "Sessions," "Sessions by Source," "Page Views," "Bounce Rate," and more.
To view these Metrics in Databox, navigate to Metrics > Metrics Library and select HubSpot Marketing from the Data Source drop-down. Browse the available Metrics or use the Search bar to search for specific Website Performance Metrics.
Add any significant Website Metrics to your Metrics screen by hovering over the logo in the top right of the Metric block and clicking + Add to my Metrics.
Custom Metrics to report on Website Performance
Custom Email Performance Metrics can be built using the Metric Builder for HubSpot Marketing (Website Pages).
Metric Builder is available on the Professional and higher plans. Request a trial of Metric Builder by following these steps.
Using this Metric Builder, you can create Custom Metrics to report on Metrics like "Entrances," "Avg Time on Page," "Exit Rate," "Contacts per Page View," and more. You can report on all Website Pages, or you can use Filters to differentiate between pages based on the Page Title.
This is especially valuable if you have a naming convention for Website Pages in your HubSpot portal. For example, if all Pricing Pages have "Pricing" in the Page Title, you can add a Filter to only include data for Pricing Pages to report on Pricing Page Performance.
Calculated Metrics to report on Website Performance
It's often valuable to report on Conversion Rates, such as "Session-to-Lead Conversion Rate." These Metrics can be created using Data Calculations.
For example, to calculate "Session-to-Lead Conversion Rate," you can use the equation "New Leads" divided by "Sessions."
You may also want to report on the Session-to-Lead Conversion Rate for specific Sources.
Rather than creating a new Calculated Metric for each Source, you can use the equation "New Leads by Source" divided by "Sessions by Source" without selecting a specific Dimension for either.
The resulting Calculated Metric will report on "Session-to-Lead Conversion Rate by Source."
To view the Conversion Rate for a specific Source, you will then need to set up your Datablock in a way that prompts you to select a specific Dimension (Source). Learn how to select a specific Source on a Datablock here.
Data Calculations is available on the Professional and higher plans. Request a trial of Data Calculations by following these steps.
Popular Templates to report on Website Performance
Landing Pages
You can use Basic and Custom Metrics to report on Landing Page Performance from your HubSpot Marketing portal.
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Basic Metrics to report on Landing Page Performance
There are a variety of Basic HubSpot Marketing Metrics available in Databox that allow you to analyze your Landing Page Performance. This includes "Landing Page Views," "Landing Page Conversion Rate," "Total Landing Pages," and more.
To view these Metrics in Databox, navigate to Metrics > Metrics Library and select HubSpot Marketing from the Data Source drop-down. Enter "Landing Pages" in the Search bar to view all Landing Page Metrics.
Add any significant Landing Page Metrics to your Metrics screen by hovering over the logo in the top right of the Metric block and clicking + Add to my Metrics.
To view the performance of a specific Landing Page on a Databoard, use Metrics that have "by Landing Page" in the Metric name. You will then need to set up your Datablock in a way that prompts you to select a specific Dimension (Landing Page). Learn how to select a specific Landing Page on a Datablock here.
Custom Metrics to report on Landing Page Performance
Custom Email Performance Metrics can be built using the Metric Builder for HubSpot Marketing (Landing Pages).
Metric Builder is available on the Professional and higher plans. Request a trial of Metric Builder by following these steps.
Using this Metric Builder, you can create Custom Metrics to report on Metrics like "Entrances," "Avg Time on Page," "Exit Rate," "Contacts per Page View," and more. You can report on all Landing Pages, or you can use Filters to differentiate between pages based on the Landing Page Title.
This is especially valuable if you have a naming convention for Landing Pages in your HubSpot portal. For example, if all Jobs Pages have "Jobs" in the Landing Page Title, you can add a Filter to only include data for Jobs Pages to report on Jobs Page Performance.
Popular Templates to report on Landing Page Performance
Blog
You can use Basic, Custom, and Calculated Metrics to report on Blog Performance from your HubSpot Marketing portal.
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Basic Metrics to report on Blog Performance
There are a variety of Basic HubSpot Marketing Metrics available in Databox that allow you to analyze your Website Performance. This includes "Blog Post Views," "Top Blog Posts by CTA Clicks," "Blogs Published," "New Blog Post Subscribers," and more.
To view these Metrics in Databox, navigate to Metrics > Metrics Library and select HubSpot Marketing from the Data Source drop-down. Enter "Blog" in the Search bar to view all Blog Metrics.
Add any significant Blog Metrics to your Metrics screen by hovering over the logo in the top right of the Metric block and clicking + Add to my Metrics.
To view the performance of a specific Blog Post on a Databoard, use Dimensional Metrics like "Top Blog Posts by Click-through Rate" or "Recent Blog Posts by CTA Clicks.". You will then need to set up your Datablock in a way that prompts you to select a specific Dimension (Blog Post). Learn how to select a specific Blog Post on a Datablock here.
Custom Metrics to report on Blog Performance
Custom Email Performance Metrics can be built using the Metric Builder for HubSpot Marketing (Blogs).
Metric Builder is available on the Professional and higher plans. Request a trial of Metric Builder by following these steps.
Using this Metric Builder, you can create Custom Metrics to report on Metrics like "Entrances," "Avg Time on Page," "Exit Rate," "CTA Clicks," and more. You can report on all Blog Posts, or you can use Filters to differentiate between posts based on the Blog Post Title, Campaign, or Author.
Popular Templates to report on Blog Performance
- Blog Performance Templates
- HubSpot Blog Performance Trends
- HubSpot (Blogging Performance)
- HubSpot Blog Report Card
Lead Capture
Learn more about reporting on Leads and other Lifecycle Stage data here.
CTAs
You can use Basic and Custom Metrics to report on CTA Performance from your HubSpot Marketing portal.
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Basic Metrics for CTA Performance
There are some Basic HubSpot Marketing Metrics available in Databox that allow you to analyze CTA performance data. This includes "Page CTA Views," "Top Blog Posts by CTA Clicks," and "Page CTA Clicks."
To view these Metrics in Databox, navigate to Metrics > Metrics Library and select HubSpot Marketing from the Data Source drop-down. Enter "CTA" in the Search bar to view all CTA-specific Metrics.
Add any significant CTA Metrics to your Metrics screen by hovering over the logo in the top right of the Metric block and clicking + Add to my Metrics.
Custom Metrics for CTA Performance
To track the performance of a specific CTA, you can create Active Lists in your HubSpot Marketing Account.
To do this, create an Active List that tracks Contacts who have clicked the CTA. This will make it so all Contacts who have clicked the CTA are added to the Active List.
The Active List can be synced with Databox using the Basic Metric "Contacts by Active List." This Metric will always display the total number of Contacts in the Active List. Using this Metric, no historical data is initially available.
In order to view the number of New Contacts who entered the list (or new CTA Clicks), you can use the Metric Builder for HubSpot Marketing (Active Lists).
Metric Builder is available on the Professional and higher plans. Request a trial of Metric Builder by following these steps.
Learn more about best practices when creating Active Lists to sync Contact data here.
A separate Active List must be created for every Form that you want to report on.
Forms
Form submission data is currently only accessible using Active Lists within HubSpot Marketing.
To start tracking this data in a way that is accessible via HubSpot's API, create an Active List that tracks Contacts who have submitted the Form. This will make it so Contacts who have submitted the Form are added to the Active List.
The Active List can be synced with Databox using the Basic Metric "Contacts by Active List." This Metric will always display the total number of Contacts in the Active List. Using this Metric, no historical data is initially available.
In order to view the number of New Contacts who entered the list (or new Form Submissions), you can use the Metric Builder for HubSpot Marketing (Active Lists).
Metric Builder is available on the Professional and higher plans. Request a trial of Metric Builder by following these steps.
Learn more about best practices when creating Active Lists to sync Contact data here.
A separate Active List must be created for every Form that you want to report on.
Sales
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Deals
HOW TO REPORT ON
How to report on Pipeline Performance
You can use Basic, Custom, and Calculated Metrics to report on Pipeline Performance from your HubSpot CRM portal.
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Basic Metrics to report on Pipeline Performance
There are a variety of Basic HubSpot CRM Metrics available in Databox that allow you to analyze your Pipeline Performance. This includes "Deals Won by Pipeline," "Deals Created by Pipeline," "Open Deals Amount (by Stage/Pipeline)," and "Open (unclosed) Deals by Stage/Pipeline."
To view these Metrics in Databox, navigate to Metrics > Metrics Library and select HubSpot CRM from the Data Source drop-down. Enter "Pipeline" in the Search bar to view all Pipeline-specific Metrics.
Add any significant Pipeline Metrics to your Metrics screen by hovering over the logo in the top right of the Metric block and clicking + Add to my Metrics.
These Basic Metrics are best to report on the performance of open Deals in your Pipeline. Specifically, the Metrics "Open (unclosed) Deals by Stage by Pipeline" and "Open Deals Amount by Stage by Pipeline" will allow you to report on this data.
From the Designer, drag-and-drop a Pipeline or Funnel visualization from the Visualization Types list. In Datablock Settings, select HubSpot CRM as the Data Source. Select Open (unclosed) Deals by Stage by Pipeline or Open Deals Amount (by Stage/Pipeline) as the Metric.
This will expose the Dimension field, where you can select the specific Deal Stage.
Pro Tip: To filter out a specific Pipeline, type the Pipeline Name in the Dimension drop-down.
Click + Add Row to select the next Deal Stage to populate your Pipeline. Continue this process until you've added all open Deal Stages from your Pipeline.
Custom Metrics to report on Pipeline Performance
Custom Pipeline Performance Metrics can be built using the Metric Builder for HubSpot CRM.
Custom Metrics may also be created to report on the performance of open Deals using the Metric Builder for HubSpot CRM. However, these Custom Metrics require a Date Field, which often makes it difficult to capture all open Deals.
Custom Metrics are best to report on New Deals or Closed Deals from your HubSpot CRM portal. To report on New Deals, you would choose Create Date as the Date Field. To report on Closed Deaals, you would choose Close Date as the Date Field.
Metric Builder is available on the Professional and higher plans. Request a trial of Metric Builder by following these steps.
Calculated Metrics to report on Pipeline Performance
It's often valuable to report on conversion rates between stages when analyzing Pipeline Performance. These conversion rates are automatically calculated and displayed when using Pipeline and Funnel Visualization Types.
These Metrics can be manually created using Data Calculations.
Data Calculations is available on the Professional and higher plans. Request a trial of Data Calculations by following these steps.
For example, to calculate the Conversion Rate between Deal Stages called "Contact Made" and "Proposal Sent" in your Sales Pipeline, you can use the equation "Open (unclosed) Deals by Stage by Pipeline" with "Proposal Sent" selected as the Dimension, divided by "Open (unclosed) Deals by Stage by Pipeline" with "Contact made" selected as the Dimension.
Popular Templates to report on Pipeline Performance
How to report on Custom Deal Properties
Custom Deal Properties can be accessed using the Metric Builder for HubSpot CRM.
Metric Builder is available on the Professional and higher plans. Request a trial of Metric Builder by following these steps.
Through this Metric Builder, Custom Deal Properties that store numerical values (i.e., count, amount, etc.) are available in the Metrics drop-down and the Filter. Custom Deal Properties that store Strings (i.e., names, titles, etc.) are available in the Dimension drop-down and the Filter. Custom Deal Properties that store dates are available in the Date field.
How to report on Sales Rep Performance
You can use Basic, Custom, and Calculated Metrics to report on Sales Rep Performance from your HubSpot CRM portal.
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Basic Metrics to report on Sales Rep Performance
There are a variety of Basic HubSpot CRM Metrics available in Databox that allow you to analyze Sales Rep Performance. This includes "Closed Won Deals by Owner," "Calls by Owner," and "Deals Created by Owner."
To view these Metrics in Databox, navigate to Metrics > Metrics Library and select HubSpot CRM from the Data Source drop-down. Enter "Owner" in the Search bar to view all Sales Rep Metrics.
Add any significant Sales Rep Metrics to your Metrics screen by hovering over the logo in the top right of the Metric block and clicking + Add to my Metrics.
To view the performance of a specific Sales Rep on a Databoard, set up your Datablock in a way that prompts you to select a specific Dimension (Owner). Learn how to select a specific Owner on a Datablock here.
Custom Metrics to report on Sales Rep Performance
Custom Metrics can be built using the Metric Builder for HubSpot CRM to report on Deal Owners. This Metric Builder only syncs data related to Deals, so other Performance Metrics are not accessible through the Metric Builder.
Metric Builder is available on the Professional and higher plans. Request a trial of Metric Builder by following these steps.
For example, to create a Custom Metric to track the number of New Deals assigned to Owner "Tory Sher" split up by Channel, you would select Count of Deals as the Metric, Channel as the Dimension, Create Date as the Date Field, and Deal Owner contains Tory Sher as the Filter.
You can also create a Custom Metric to track the number of New Deals in the Sales Pipeline split up by Deal Owner. To do this, you would select Count of Deals as the Metric, Deal Owner as the Dimension, Create Date as the Date Field, and Pipeline contains Sales Pipeline as the Filter.
Calculated Metrics to report on Sales Rep Performance
It's often valuable to report on close rates when analyzing Sales Rep Performance. These conversion rates are automatically calculated and displayed when using Pipeline and Funnel Visualization Types.
These Metrics can be manually created using Data Calculations.
Data Calculations is available on the Professional and higher plans. Request a trial of Data Calculations by following these steps.
For example, to calculate the Close Rate of your entire team, you can use the equation "Deals Closed Won" divided by "Calls."
You may also want to report on the Close Rate for specific Sales Reps.
Rather than creating a new Calculated Metric for each Sales Rep, you can use the equation "Closed Won by Owner" divided by "Calls by Owner" without selecting a specific Dimension for either.
The resulting Calculated Metric will report on "Close Rate by Owner."
To view the Close Rate of a specific Sales Rep, you will then need to set up your Datablock in a way that prompts you to select a specific Dimension (Owner). Learn how to select a specific Owner on a Datablock here.
Popular Templates to report on Sales Rep Performance
- Weekly Sales Activity (Sales Rep View)
- Sales Rep Performance
- Monthly Sales Activity (Sales Rep View)
- Closed Won Totals (Sales Rep View)
How to report on Projected Closed Won Amount
You may want to report on projected revenue from your HubSpot CRM pipeline.
Each Deal Stage in HubSpot CRM has a probability associated with it. This probability indicates the likelihood of closing Deals marked in that Deal Stage.
To view the "Win Probability" of each Deal Stage in HubSpot, navigate to Settings > Sales > Deals and click Edit next to the Pipeline you'd like to view probabilities for.
In order to accurately forecast revenue, you will need to look at the current state of Deals in your pipeline along with the associated probabilities. To do this, you will need to use Data Calculations.
Data Calculations is available on the Professional and higher plans. Request a trial of Data Calculations by following these steps.
First, you'll want to create a new Calculated Metric for each Deal Stage. To do this, start by using the HubSpot CRM Metric "Open Deals Amount by Stage by Pipeline." Select your first Deal Stage.
Multiply this by the probability associated with the selected Deal Stage.
This Calculated Metric is now set to show the projected Closed Won Amount for Deals in this Deal Stage.
Repeat this process for all Deal Stages in your Pipeline. Once you have a Calculated Metric for each Deal Stage, you can add them together to create a new Calculated Metric that reports on "Projected Closed Won Amount" for your full Pipeline.
Tasks
There are some Basic HubSpot CRM Metrics available in Databox that allow you to analyze Task data. This includes "Tasks Completed" and "Tasks Completed by Owner."
To view these Metrics in Databox, navigate to Metrics > Metrics Library and select HubSpot CRM from the Data Source drop-down. Enter "Tasks" in the Search bar to view all Task-specific Metrics.
Add any significant Task Metrics to your Metrics screen by hovering over the logo in the top right of the Metric block and clicking + Add to my Metrics.
Meetings
IN THIS SECTION
Basic Metrics to report on Contact Performance
There are some Basic HubSpot CRM Metrics available in Databox that allow you to analyze Meetings data. This includes "Meetings" and "Meetings by Owner."
To view these Metrics in Databox, navigate to Metrics > Metrics Library and select HubSpot CRM from the Data Source drop-down. Enter "Meetings" in the Search bar to view all Meeting-specific Metrics.
Using this same strategy, you can also access Metrics to report on Calls, like "Calls" and "Calls by Owner."
Add any significant Metrics to your Metrics screen by hovering over the logo in the top right of the Metric block and clicking + Add to my Metrics.
Popular Template to report on Meetings
Automation
Workflows
Workflow data can be accessed using the Metric Builder for HubSpot Marketing (Workflows).
Metric Builder is available on the Professional and higher plans. Request a trial of Metric Builder by following these steps.
Using this Metric Builder, you can create Custom Metrics to report on Metrics like "Active Enrolled" and "Total Enrolled," and "Contact Performance." By selecting "Contact Performance," you'll expose additional options like "Completed Workflow," "Contacts Enrolled," and "Contacts Lost."