Hubspot Insights

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