HubSpot Ideas

christinephu

Make deal split properties accessible

  • Who (what type of role or team) is the feature for?

Operations, Data Analytics, Sales Managers

 

  • What is their goal?

To use the deal split amount and deal split percentage property in Tableau for reporting, Hubspot workflows, and Hubspot left sidebar.

 

  • What value will this add?

This will help our teams report correctly on sales commissions.

 

These are the fields that will be helpful to have access to:

  • Deal split amount
  • Deal split amount in company currency
  • Deal split forecast amount
  • Deal Split Owner
  • Deal Split Percentage
  • Weighted deal split amount
  • Weighted deal split amount in company currency