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Hubspot Marketing & Sales Basic KPIs
This template was made for C-Level executives who want to track their Marketing and Sales teams KPI's.
HubSpot CRM
Open (Unclosed) Deals
Open Deals is a metric that indicates the total number of deals that are in progress but have not been marked as won or lost in a given period of time in the Hubspot CRM system.
With Databox you can track all your metrics from various data sources in one place.
- About
- Technical Details
What is "Open (Unclosed) Deals"?
The Open (Unclosed) Deals metric in HubspotCRM refers to the number of deals that are currently in progress and have not yet been won or lost. This metric provides insight into the current sales pipeline and the potential revenue that could be generated from these deals. It can be used by sales teams to prioritize their efforts and focus on closing these open deals. Additionally, monitoring changes in this metric over time can help identify trends and areas for improvement in the sales process.
Example: The Open (Unclosed) Deals metric helps track potential clients who are yet to make a purchase. For example, if a sales team has 50 open deals, they can prioritize their efforts to close them.
This metric has one or more equivalents:
Visualizations
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Number
Used to show a simple Metric or to draw attention to one key number.
How to track Open (Unclosed) Deals 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 Open (Unclosed) Deals 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 Open (Unclosed) Deals on the Performance screen
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6Get Open (Unclosed) Deals performance daily with Scorecards or as a weekly digest
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7Set Goals to track and improve performance of Open (Unclosed) Deals
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
HubSpot CRM Open (Unclosed) Deals included in Dashboard Templates 1
HubSpot CRM Open (Unclosed) Deals included in Report Templates 1
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Details
HubSpot Lead Generation Report Template
Use this HubSpot Lead Generation advanced report to share high-level and in-depth metrics of your sales pipeline and lead generation efforts. Present key metrics like Deals Won Amount, Sales Activities, MQLs, SQLs, and more.
General
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DescriptionOpen Deals is a metric that indicates the total number of deals that are in progress but have not been marked as won or lost in a given period of time in the Hubspot CRM system.
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CategorySales
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SubcategoryDeals open
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Date Added2016-08-10
Specification
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Metric Typegeneral
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DimensionalNo
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Decimal DigitsNo
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Currency UnitsNo
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GranularitiesDaily, weekly, monthly, quarterly, yearly and all-time.
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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 UpdatesExisting data is purged in favor of the most recent synced data.
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Future Data AvailableYes
Visualization
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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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BenchmarksYes
Related Metrics
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HubSpot CRM
Average Time to Close Deal by Pipeline
The Average Time to Close Deal by Pipeline metric measures the average time it takes to close a deal in each stage of the sales pipeline, providing insights into the overall sales cycle.
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HubSpot CRM
Calls by Owner
The Calls by Owner metric in Hubspot CRM tracks the number of phone calls made by individual owners and displays the data in a user-friendly report.
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HubSpot CRM
All Deals Amount
The All Deals Amount metric in HubSpot CRM is a sum of the total value of all open and closed deals in your sales pipeline. It provides an overview of the potential revenue for your business.
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HubSpot CRM
Deals Amount by Original Source Type
The Deals Amount by Original Source Type metric shows the total value of deals won in a specific time period, categorized by the original source that brought in the lead, such as email marketing, social media, or paid advertising. This helps analyze which marketing channels are driving the most revenue for your business.
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HubSpot CRM
Closed Lost by Owner
Closed Lost by Owner metric tracks the number and value of deals lost by each sales rep in HubSpot CRM. It helps sales managers identify top-performing reps and areas for improvement.
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HubSpot CRM
Deals by Deal Type (by Create Date)
The Deals by Deal Type (by Create Date) metric is a report that shows the number of deals created during a specific timeframe, categorized by the type of deal. This enables businesses to track how many sales have been made by deal type and identify trends within specific deal types.
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HubSpot CRM
Deals Won by Pipeline
Deals Won by Pipeline is a metric that shows the value of all deals won in a specific pipeline within a given period of time. It helps businesses track their sales performance and identify which pipelines are bringing in the most revenue.
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HubSpot CRM
Meetings by Owner
The Meetings by Owner metric shows the number of meetings scheduled and owned by each user in the Hubspot CRM, enabling you to track individual productivity and performance in terms of setting up meetings with prospects and clients.
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Databox Inc.
HQ: Boston, MA, USA
Modern BI for teams that needs answers now
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