Import Deals
The first step is to import your deals in a sheet
- Call your sheet "Demo Hubspot"
- Click on the import button
- In the data source dropdown, choose your Hubspot account
- In the "Table to import" dropdown, choose "Deals"
- Choose the columns that you want to use: You'll need at least the "dealId" and "Create Date", and "Deal Stage" columns
- Click on Import
Add a month column
The second step is to add a calculated column to return the created month of each deal in a handy format: {year}_{monthnumer}
- Place your cursor on the cell to the right of your table headers
- Write the title of your column ("Month") and press enter
- Then enter your formula =YEAR(#'Create Date')&"_"&MONTH(#'Create Date')
Create a new sheet and build the layout of the dashboard
- Create a new sheet (+ button at the bottom)
- Call it "Dashboard"
- Go back to "Demo hubspot" and copy the unique values of your "Deal Stage" column by right clicking on the "Deal Stage" column and choosing "Copy unique values"
- In "Dashboard", paste the uniques values in B4
- In C3 to E3, write the months that you'd like to see the data for, for example: 2021_1, 2021_2, 2021_3
Write your countifs formula
- Now you can write your countifs formula:
=COUNTIFS('Demo Hubspot'!#Month,C$3,'Demo Hubspot'!#'Deal Stage',$B4)
- Then copy paste or drag your formulas to the right and downwards
Conclusion
Awesome, congrats on going through this use case. It showed some of the most important features of Actiondesk.
Import Deals
The first step is to import your deals in a sheet
- Call your sheet "Demo Hubspot"
- Click on the import button
- In the data source dropdown, choose your Hubspot account
- In the "Table to import" dropdown, choose "Deals"
- Choose the columns that you want to use: You'll need at least the "dealId" and "Create Date", and "Deal Stage" columns
- Click on Import
Add a month column
The second step is to add a calculated column to return the created month of each deal in a handy format: {year}_{monthnumer}
- Place your cursor on the cell to the right of your table headers
- Write the title of your column ("Month") and press enter
- Then enter your formula =YEAR(#'Create Date')&"_"&MONTH(#'Create Date')
Create a new sheet and build the layout of the dashboard
- Create a new sheet (+ button at the bottom)
- Call it "Dashboard"
- Go back to "Demo hubspot" and copy the unique values of your "Deal Stage" column by right clicking on the "Deal Stage" column and choosing "Copy unique values"
- In "Dashboard", paste the uniques values in B4
- In C3 to E3, write the months that you'd like to see the data for, for example: 2021_1, 2021_2, 2021_3
Write your countifs formula
- Now you can write your countifs formula:
=COUNTIFS('Demo Hubspot'!#Month,C$3,'Demo Hubspot'!#'Deal Stage',$B4)
- Then copy paste or drag your formulas to the right and downwards
Conclusion
Awesome, congrats on going through this use case. It showed some of the most important features of Actiondesk.
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