Setup Guide: Creation of Opportunities/Deals

Mikkel Settnes Updated by Mikkel Settnes

The steps below setup a Stage Model that measures the creation of Opportunities/Deals.

  1. Pick Opportunities (or Deals if your using Hubspot as CRM)

  1. (Optionally) Apply filters to pick out specific Opportunities.
  2. Choose the timestamp as CreateDate (or hs_createdate if using Hubspot as CRM)

This will set the timestamp of entering the stage to the creation date of the Opportunity.

Change CreateDate to CloseDate if you want to measure when the Opportunity/Deals closed instead of was created
  1. Use the default Amount field as value of the stage

How did we do?

Setup Guide: All Salesforce Opportunities entering specific Stage

Setup Guide: Tracked sign-up events