Hubspot Insights
  • 29 Dec 2021
  • 1 Minute to read
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Hubspot Insights

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Article summary

Summary

The Hubspot Insights recipe is focused on the companies, contacts and their deals. This recipe includes six views:

  • hubspot_companies_by_cap_size - Distribution of companies by their cap size.
  • hubspot_expected_revenue_by_close_month - Revenue forecast per month and year.
  • hubspot_average_days_to_close_by_close_month - Average days to close a deal per closing month and year. This includes closed won, closed lost and all closed deals.
  • hubspot_expected_revenue_by_hubspot_owner - Revenue forecast per deal owner.
  • hubspot_number_of_contacts_by_source - Distribution of contacts by source.
  • hubspot_number_of_contacts_by_city - Distribution of contacts by city.

Requirements

  • Data source: Hubspot
  • Resources:
    • Contacts
    • Companies
    • Deals
    • Owners
  • Tables:
    • hubspot_contacts_properties
    • hubspot_companies_properties
    • hubspot_deals_properties
    • hubspot_owners

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