topic Re: Deal Associations Breaking Industry Reports in Dashboards & Reporting

Deal Associations Breaking Industry Reports

TLarson5 — Mon, 07 Jul 2025 17:25:51 GMT

Hi there,

Question for everyone. We've begun to implement deal association tags - speficially to denote when a partner has worked with us on a deal. So in those instances, we add that company to the deal and add an association flag of "Partner" - seems good.

The issue I'm seeing is that when I run a report that looks at deals by Deal Industry or by Deal Revenue those deals that have the "Partner" assocation are not being "bucketed" correctly. Instead of showing up in the industry value that is on the deal, I'm seeing them in the report as (No Industry) as an example.

Any ideas why? Any ideas on what I should have done/can do to remedy this?

Thanks everyone!

Re: Deal Associations Breaking Industry Reports

TLarson5 — Mon, 07 Jul 2025 17:54:41 GMT

Addendum - Apparently our "Industry" is based on a field on the company. My intuition is leading me to believe that because I end up associating 2 companines on a deal, I'm breaking this logic. We use an industry on the Company that way we can map it to NAICS codes. Has anyone else dealt with this? If so how then do you handle it?

Thanks!

Re: Deal Associations Breaking Industry Reports

karstenkoehler — Mon, 07 Jul 2025 18:02:51 GMT

Hi @TLarson5,

Can you please share a screenshot if the data sources in your report and of your report configuration?

It doesn't sound like associations are breaking your report - but like you're simply seeing information that you're not expecting to see.

If you only want to see deals/companies that do not have a partner association label, you need to edit your report data sources again (top left of the custom report builder). When you're on the data sources selection screen, you can specify association labels at the very top. Pick the one that denotes the regular association (not partner), and you should be all set.

Best regards

Re: Deal Associations Breaking Industry Reports

ArisudanTiwari — Mon, 07 Jul 2025 18:12:09 GMT

Hi @TLarson5 ,

Generally, this happens because HubSpot pulls reporting data from associated records, often from the primary associated company. If your deal is linked to more than one company (e.g., a client + a partner), HubSpot may accidentally reference the wrong one.

So if:

The partner company is linked but doesn't have an Industry set, or
The partner is marked as the primary association instead of the actual client

Then reports may show “No Industry” or incorrect data.

Here are some steps to fix this, with AI-suggested best practices:

Use the Right Primary Association - Go to the deal → check the “Associated Companies” → ensure your client company is set as Primary, not the partner.
Use Filters in Custom Reports - When building reports, explicitly filter by:
- Company with association label = Primary Or exclude partner label from the filter logic
Check Industry Values - Make sure all companies you associate with (including partners) have the Industry property filled out.
Store Industry on the Deal (Optional) - If you want more control:
- Create a custom Deal Industry property.
- Use a workflow to copy the industry from the primary company onto the deal record.
  This avoids relying on company data at all when reporting.
Use Labels Wisely - Association labels like “Partner” are helpful for visibility, but they can complicate reports. Use them intentionally and know how they affect data references.

Re: Deal Associations Breaking Industry Reports

TLarson5 — Mon, 07 Jul 2025 19:50:12 GMT

@ArisudanTiwari @karstenkoehler - I was just messing around with the reports, I noticed that the No Value deals are duplicated. They are in the correct industry bucket as well as this "no value" bucket. I just went to the data sources and on the deals only checked the "Primay" association flag. Seems to have fixed it. Could it really be that simple?

Re: Deal Associations Breaking Industry Reports

karstenkoehler — Mon, 07 Jul 2025 19:55:18 GMT

@TLarson5 that was exactly the point of my previous reply 😉 adjust the data sources to reflect records with the right association labels only. Glad I could be of help!

Re: Deal Associations Breaking Industry Reports

TLarson5 — Tue, 08 Jul 2025 21:44:56 GMT

@karstenkoehler One follow up question - if we had parteners source a deal for us (partner A) and another helped us close the deal (partner B) would you recommend assocaitions in this scenario? 2? A general "partner" association that would be used in the above for "partner B" and something like a "partner sourced" assoication for partner A?

What I'm trying to get is, is on the reporting side if I did something like that, I could run reports to show deals sourced by parter - via the partner sourced association and I'd be able to see what partner that was - as well as being able to run reports on all deals where we had a partner work with us on it - a more general "partner" assocation. That would work. right? Or am I missing something?

Re: Deal Associations Breaking Industry Reports

karstenkoehler — Wed, 09 Jul 2025 03:59:43 GMT

@TLarson5 you could, yes 🙂