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HubSpot CRM
Latest Deal by Name
Latest Deal by Name metric in Hubspot CRM refers to the name of the most recently closed deal in the system, providing insight into the current state of sales activity and deal flow.
With Databox you can track all your metrics from various data sources in one place.
- About
- Technical Details
What is "Latest Deal by Name"?
The Latest Deal by Name metric in HubspotCRM provides a quick and easy way for sales teams to keep track of the latest deal being worked on for a particular customer or prospect. This metric displays the name of the most recent deal associated with a contact or company record, allowing team members to quickly access important deal information and stay up-to-date on the status of their sales pipeline. This feature helps sales teams prioritize their follow-up activities and keep their deals moving forward.
Example: The Latest Deal by Name metric can help a sales team easily track and monitor the progress of a specific deal in order to optimize their follow-up and sales process.
Visualizations
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Bar and Line Chart
Used to show comparisons between values.
How to track Latest Deal by Name 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 Latest Deal by Name using Databox, follow these steps:
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1Connect HubSpot CRM that contains the metric you want to track
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2Select the metric you want to track from the list of available metrics
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3Drag and drop the selected metric onto your dashboard
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4Watch your dashboard populate in seconds
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5Put Latest Deal by Name on the Performance screen
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6Get Latest Deal by Name performance daily with Scorecards or as a weekly digest
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7Set Goals to track and improve performance of Latest Deal by Name
GoalsSet Goals to track and improve your performance
ScorecardsGet your daily progress every morning with Scorecards
Metric DigestReceive detailed weekly performance updates
Metric BuilderBuilt your own custom metrics with Metric Builder
Data CalculationsSet Goals to track and improve your performance
Performance ScreenGet instant insights into your top-performing metrics
General
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DescriptionLatest Deal by Name metric in Hubspot CRM refers to the name of the most recently closed deal in the system, providing insight into the current state of sales activity and deal flow.
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CategorySales
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SubcategoryDeals
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Date Added2016-08-10
Specification
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Metric Typeevent
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DimensionalYes
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Decimal DigitsNo
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Currency UnitsNo
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GranularitiesDaily, weekly, monthly, quarterly and yearly.
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Custom Relative PeriodsYes
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Data AvailabilityAt sync, it ranges from last day of 3 years ago 00:00 PST to first day of 3 years 00:00 PST.
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Retroactive Data UpdatesNewly synced data is merged with existing data, replacing values for matching periods.
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Future Data AvailableNo
Visualization
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Default FormatRelativeTime
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Cumulative GraphYes
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Favorable Trendincreasing
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Media CreativesNo
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ForecastsYes
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BenchmarksNo
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The Closed Won Amount by Owner metric shows the total amount of revenue generated from closed won deals for each owner in HubspotCRM.
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The Open (Unclosed) Deals Amount metric in HubSpot CRM refers to the total monetary value of all deals that have not been marked as closed or won. This metric is useful for gaining insight into the potential revenue a business can generate from deals that are still in progress.
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Databox Inc.
HQ: Boston, MA, USA
Modern BI for teams that needs answers now
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