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.