HubSpot model

Closed won deals by owner

Retrieves the number of closed won deals by owner from HubSpot and orders them in descending order based on the number of deals.

Grain
See the notes
Built from
  1. 2
    Raw tables
  2. 1
    Core
  3. 1
    Analytics
Reads from HubSpot
dealsowners
Ships as
Weld and dbt SQL, open source on GitHub
core.hubspot.closed_won_deals_by_owner
1-- core.hubspot.closed_won_deals_by_owner
2-- Closed won deals by owner. Retrieves the number of closed won deals by owner from
3-- HubSpot and orders them in descending order based on the number of deals.
4--
5-- From the weld.app template library. Not reconciled against HubSpot;
6-- check the output against the source before relying on it.
7
8select
9concat(owners.firstName, ' ', owners.lastName) as deal_owner,
10count(*) as number_of_deals
11from
12{{raw.hubspot.deals}} as deals
13left join {{raw.hubspot.owners}} as owners on cast(owners.id as int) = deals.properties_hubspot_owner_id
14where
15properties_dealstage = 'closedwon'
16group by
17deal_owner
18order by
19number_of_deals desc

This model and the 1 it depends on. Deploy them together; refs like {{staging.…}} resolve to the matching folders in Weld, and the dbt view uses source() and ref().

Notes

How it counts. And where it stops.

This SQL model allows you to easily track the number of closed won deals by each owner in your organization. By running this SQL, you can quickly gain insights into which sales reps are performing the best and which ones may need additional support. The SQL code uses a left join to combine data from the HubSpot deals and owners tables, and then filters the results to only show deals that have been marked as "closedwon". The output of the SQL is a table that displays the name of each deal owner and the number of closed won deals they have. This information can be used to identify top performers, set sales goals, and optimize your sales process.

Raw tables it reads

  • raw.hubspot.deals
  • raw.hubspot.owners

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