HubSpot CRM Deals by Deal Type (by Create Date)

How to track Deals by Deal Type (by Create Date) 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 Deals by Deal Type (by Create Date) using Databox, follow these steps:

1. 1

   Connect HubSpot CRM that contains the metric you want to track
2. 2

   Select the metric you want to track from the list of available metrics
3. 3

   Drag and drop the selected metric onto your dashboard
4. 4

   Watch your dashboard populate in seconds
5. 5

   Put Deals by Deal Type (by Create Date) on the Performance screen
6. 6

   Get Deals by Deal Type (by Create Date) performance daily with Scorecards or as a weekly digest
7. 7

   Set Goals to track and improve performance of Deals by Deal Type (by Create Date)