Splitting Deal Amounts Between Salespeople

RBarkby

At our company there could be a possibility of up to 3 people working on the same deal. Now for reporting and sorting purposes I have created a salesperson 2 and 3 field however, the amount doesn't split between them obviously as they are custom fields.

 

My proposal is for Hubspot to by default allow for more than one salesperson on a deal and then for the amount in the "Amount" field to be split between them. Going even further it would be extremely beneficial if you could choose the split between them depending on if it is two or three people. (80/20, 33/33/33, 50/50, 70/20/10, etc.)

 

The main benefit from this is then the ability to pull a report based off of a field that split amount would go in (ex: Salesperson 2 Amount) and then the report would show accurate profit for all salespeople. The way it currently is depending on the whoever the owner is they have WAY more than the others on the same deal because it is putting 100% of the amount onto them which for our viewing purposes isn't accurate.

 

Thanks for taking the time to read this,

Ryan

HubSpot updates
23 Replies
austinpostler
Participant

We have similar structure with multiple salespeople working on the same deal. The ability to assign mutiple hubspot owners as well as delegate a percentage of the overall deal amount to each owner will streamline the efforts of our salespeople as well clean up much of the reporting we do.

Cart2Cart
Member

Hey there. We have a pretty similar issue - our sales rep often works on the same deals, which makes it necessary to split the amount into parts/percentages. Currently, we manually duplicate the deals where 2 or more reps were involved and manually change the total amount per each deal. It takes extra time and includes the human factor when could be performed automatically. Would really appreciate if you can make this possible. Thanks 

shlee2705
Member

Would be nice for us to also have the ability to split deals 

eyglo
Member

We have a similar use case where multipe resources/sales reps can touch a deal and help closing it.
If we could split the amount of the deal across multiple hubspot users (doesnt have to be split euqally) that would be extremely helpful to track revenue brought in per resource more accuratly. 

fujisun
Member | Gold Partner

I totally agree. We have this scenario:
A is deal owner, but B also contributes to this deal so we would split deal amount among A and B.

Matt-Dodgson
Member

This would be a great feauture. And save us having to split deals to apportion them to our sales people. 

PatrickLS
Member

This feature would greatly help us measure salesperson performance, as they often work together on large deals and their 'sale won' totals should be able to reflect that.

tleijamaa
Member

This would valuable for solutions sales, where initial deal might be a small and the overall deal larger

NatBre
Member

Splitting deals would be great and helpful for our business- we often have deals where the amount has to be shared between different teams

wilkm
Member

Moderator:  How has this not been addressed yet?  It seems like this would be a simple thing to add.   Any response?

sportadvisory
Member

Our firm also has a similar structure. It would be very beneficial for us to pull reports that accurately reports the deal revenue split between multiple deal owners. 

MikeAmbartso
Participant

Our company requires this feature as well. Hubspot admins, jump on this!

dave-ops
Member

Yes! We would also like to see deal splits as standard functionality in HubSpot! We've tried assigning custom properties for shared owners, split% and split revenue, and could not figure out a way to roll up attainment to account for actual attainment correctly. We decided to scrap that and go with submitting separate deals for each split amount so we could have better accuracy for rep attainment summaries. We use custom properties to (1) denote the deal is split (i.e. 1of 2, 2 of 2) and (2) reference the associated deal Id so we can tie deals together. This is still a messy process and if a user isn't familiar with the workaround process, they could potentially mis-report on number of deals (inflated).

MaryKosich
Member

We also have the issue of 2 salespeople working on the same deal. The ability to assign mutiple deal owners and assign a percentage to each owner would be very beneficial.  

Lucinda
Contributor

We split commission on deals across team members so would be great to be able to attribute different percentages to different team members. Salesforce does this really well - if Hubspot were to implement this then I really think this would start to close the gap between the two CRMs.   

tyson_awair
Member

Echoing this, and REALLY dissapointed that it is not a current feature! This would be a primary reason that we would move to SFDC.

FlywheelK
Participant

100% needs to be a functionality if HubSpot is going to be relevant in the automotive, real estate or insurance industries. I have built a work-around using workflows, calculated properties and custom properties. It's a "rat's nest" and doesn't work like it should for reporting purposes.

JoJohanna
Participant

Same for us. People from different teams share a deal and we are not able to show that in Hubspot's dashboards. Please implement this feature! 

Quantilope_Mat
Member

100% agreed here.

 

Especially if different teams (Sales, CDM,CS) base their goal achievements on the same deals this makes people use sub-optimal Excel solutions which defeats the purpose of having a single source of truth in HubSpot.

JThuy
Member

This idea has been opened for more than 3 years, and I struggled to find it. Any update on this from the HubSpot team ?