Popular Use Cases: HubSpot Marketing + HubSpot CRM

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.

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.

IN THIS ARTICLE

Contacts

IN THIS SECTION

  • Contacts
  • Companies
  • Lists
  • Contacts

    HOW TO REPORT ON

  • Contact Performance
  • Lifecycle Stages
  • Custom Contact Properties
  • How to report on Contact Performance

    IN THIS SECTION

  • Basic Metrics
  • Popular Templates
  • 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. 

    IN THIS SECTION

  • 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 Query 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. 

      Query Builder is available in Plus and Business Accounts. Agency Basic Accounts have access to Query Builder in the Agency Account only. Request a trial of Query 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

    How to report on Custom Contact Properties

    Custom Contact Properties are currently only accessible using Smart Lists within HubSpot Marketing. 

    To start tracking this data in a way that is accessible via HubSpot's API, create a Smart 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 Smart List. 

    The Smart List can be synced with Databox using the Basic Metric "Contacts by Smart List." This Metric will always display the total number of Contacts in the Smart List. Using this Metric, no historical data is initially available for the Smart List. 

    In order to view the number of New Contacts who entered the list, you can use the Query Builder for HubSpot Marketing (Smart Lists).

      Query Builder is available in Plus and Business Accounts. Agency Basic Accounts have access to Query Builder in the Agency Account only. Request a trial of Query Builder by following these steps

    Learn more about best practices when creating Smart Lists to sync Contact data here

    A separate Smart 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 a Smart 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 Smart List for each industry. 

    Companies

    HOW TO REPORT ON

  • Company Performance
  • Custom Company Properties
  • 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 "Compan" 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 Marketing and HubSpot CRM portal.

    IN THIS SECTION

  • Basic Metrics
  • Custom Metrics
  • 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 [email protected] 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, you can use Smart Lists as a workaround. Similar to the strategy for Custom Contact Properties, you can create a Smart List with the Custom Company Property set as the condition. 

    Since multiple Contacts may be associated with 1 Company, you will need to add an additional condition so only 1 Contact from each Company is added to the Smart List. This is often done using Contact Properties that highlight 1 specific Contact as the main POC for the Account. 

    For example, let's say one Contact from every Company has "POC" marked as the Contact Role. The Smart List conditions should specify that  only Contacts marked as "POC" should be added to the Smart List. This way, multiple Contacts from the same Company won't populate the list and skew the results. 

    Once your Smart List is set up in HubSpot, you can sync this data with Databox using the Query Builder for HubSpot Marketing (Smart Lists)

      Query Builder is available in Plus and Business Accounts. Agency Basic Accounts have access to Query Builder in the Agency Account only. Request a trial of Query Builder by following these steps.

    A separate Smart List must be created for every Custom Company Property you want to report on. This is because HubSpot stores the number of Contacts in a Smart List in their API, but not specific information on Contact Properties that would allow us to differentiate between Contacts on our own. 

    For example, let's say you use a Custom Company Property to track the number of Companies from each industry. To accurately report on this in Databox, you would need to create 1 Smart List for each industry. 

    Lists

    You can use Basic or Custom Metrics to report on Lists from your HubSpot Marketing portal. 

    IN THIS SECTION

  • Basic Metrics
  • Custom Metrics
  • Basic Metrics to report on Lists

    Lists can be synced with Databox using the Basic Metric "Contacts by Smart List." This Metric will always display the total number of Contacts in the Smart List. Using this Metric, no historical Smart 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 Query Builder for HubSpot Marketing (Smart Lists).

      Query Builder is available in Plus and Business Accounts. Agency Basic Accounts have access to Query Builder in the Agency Account only. Request a trial of Query Builder by following these steps

    Learn more about best practices when creating Smart 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

    IN THIS SECTION

    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. 

    Email

    HOW TO REPORT ON

  • Email Performance
  • Email Campaigns
  • How to report on Email Performance

    You can use Basic or Custom Metrics to report on Email Performance from your HubSpot Marketing portal.

    IN THIS SECTION

  • Basic Metrics
  • Custom Metrics
  • Calculated Metrics
  • Popular Templates
  • 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 Query Builder for HubSpot Marketing (Emails)

      Query Builder is available in Plus and Business Accounts. Agency Basic Accounts have access to Query Builder in the Agency Account only. Request a trial of Query Builder by following these steps.

    Using this Query 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 in Plus and Business Accounts. Agency Basic Accounts have access to Data Calculations in the Agency Account only. 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

    IN THIS SECTION

  • Basic Metrics
  • Popular Templates
  • 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

    IN THIS SECTION

    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.

    IN THIS SECTION

  • Basic Metrics
  • Custom Metrics
  • Calculated Metrics
  • Popular Templates
  • 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 Query Builder for HubSpot Marketing (Website Pages)

      Query Builder is available in Plus and Business Accounts. Agency Basic Accounts have access to Query Builder in the Agency Account only. Request a trial of Query Builder by following these steps.

    Using this Query 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

    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.

    IN THIS SECTION

  • Basic Metrics
  • Custom Metrics
  • Popular Templates
  • 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 Query Builder for HubSpot Marketing (Landing Pages)

      Query Builder is available in Plus and Business Accounts. Agency Basic Accounts have access to Query Builder in the Agency Account only. Request a trial of Query Builder by following these steps.

    Using this Query 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.

    IN THIS SECTION

  • Basic Metrics
  • Custom Metrics
  • Calculated Metrics
  • Popular Templates
  • 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 Attributed 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 Query Builder for HubSpot Marketing (Blogs)

      Query Builder is available in Plus and Business Accounts. Agency Basic Accounts have access to Query Builder in the Agency Account only. Request a trial of Query Builder by following these steps.

    Using this Query 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

    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.

    IN THIS SECTION

  • Basic Metrics
  • Custom Metrics
  • 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 Smart Lists in your HubSpot Marketing Account. 

    To do this, create a Smart 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 Smart List. 

    The Smart List can be synced with Databox using the Basic Metric "Contacts by Smart List." This Metric will always display the total number of Contacts in the Smart 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 Query Builder for HubSpot Marketing (Smart Lists).

      Query Builder is available in Plus and Business Accounts. Agency Basic Accounts have access to Query Builder in the Agency Account only. Request a trial of Query Builder by following these steps

    Learn more about best practices when creating Smart Lists to sync Contact data here

    A separate Smart List must be created for every Form that you want to report on. 

    Forms

    Form submission data is currently only accessible using Smart Lists within HubSpot Marketing. 

    To start tracking this data in a way that is accessible via HubSpot's API, create a Smart List that tracks Contacts who have submitted the Form. This will make it so Contacts who have submitted the Form are added to the Smart List. 

    The Smart List can be synced with Databox using the Basic Metric "Contacts by Smart List." This Metric will always display the total number of Contacts in the Smart 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 Query Builder for HubSpot Marketing (Smart Lists).

      Query Builder is available in Plus and Business Accounts. Agency Basic Accounts have access to Query Builder in the Agency Account only. Request a trial of Query Builder by following these steps

    Learn more about best practices when creating Smart Lists to sync Contact data here

    A separate Smart List must be created for every Form that you want to report on. 

    Sales

    IN THIS SECTION

  • Deals
  • Tasks
  • Meetings
  • Deals

    HOW TO REPORT ON

  • Pipeline Performance
  • Custom Deal Properties
  • Sales Rep Performance
  • Projected Closed Won Amount
  • How to report on Pipeline Performance

    You can use Basic, Custom, and Calculated Metrics to report on Pipeline Performance from your HubSpot CRM portal.

    IN THIS SECTION

  • Basic Metrics
  • Custom Metrics
  • Popular Templates
  • 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 Query Builder for HubSpot CRM

    Custom Metrics may also be created to report on the performance of open Deals using the Query 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

    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 in Plus and Business Accounts. Agency Basic Accounts have access to Data Calculations in the Agency Account only. 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 Query Builder for HubSpot CRM.

      Query Builder is available in Plus and Business Accounts. Agency Basic Accounts have access to Query Builder in the Agency Account only. Request a trial of Query Builder by following these steps.

    Through this Query 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.

    IN THIS SECTION

  • Basic Metrics
  • Custom Metrics
  • Calculated Metrics
  • Popular Templates
  • 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 Query Builder for HubSpot CRM to report on Deal Owners. This Query Builder only syncs data related to Deals, so other Performance Metrics are not accessible through the Query Builder. 

      Query Builder is available in Plus and Business Accounts. Agency Basic Accounts have access to Query Builder in the Agency Account only. Request a trial of Query 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 in Plus and Business Accounts. Agency Basic Accounts have access to Data Calculations in the Agency Account only. 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

    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 in Plus and Business Accounts. Agency Basic Accounts have access to Data Calculations in the Agency Account only. 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
  • Popular Templates
  • 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. 

    Automation

    Popular Template to report on Meetings

    Workflows

    Workflow data can be accessed using the Query Builder for HubSpot Marketing (Workflows).

      Query Builder is available in Plus and Business Accounts. Agency Basic Accounts have access to Query Builder in the Agency Account only. Request a trial of Query Builder by following these steps.

    Using this Query 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."

    Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

    Still need help? Contact Us Contact Us