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Expected Revenue by Hubspot Owner

This query calculates the total forecasted revenue per Hubspot owner. It does not include deals that were either closed won or closed lost.

Related Integrations: All Integrations / HubSpot
SELECT o.owner_id
	, o.first_name
	, o.last_name
	, sum(d.forecast_amount) AS "Pipeline - Forecasted Amount"
FROM hubspot_deals_consolidated d
INNER JOIN hubspot_owners_consolidated o ON d.owner_id = o.owner_id
WHERE deal_stage NOT IN ('closedwon', 'closedlost')
GROUP BY 1, 2, 3
ORDER BY 4 DESC;

Query Results Dictionary

Column Description
owner_id The identifier of the Hubspot owner.
first_name The first name of the Hubspot owner.
last_name The last name of the Hubspot owner.
Pipeline - Forecasted Amount The total forecasted revenue.

Requirements:

Usage:

This query can be used to create histogram of sales representatives and their forecasted revenue.

Modifications: