Split Deals
SOLVEHi Community!
I'm dealing with a report 😥. Maybe someone has an idea, I am reporting sales with split deals, but since HubSpot is adding the deal owner as a collaborator my report is giving wrong numbers since is duplicating the amounts.
If any of you have an idea about how I can report this will be super helpful!
Tanks ✨
1 Accepted solution
Split Deals
SOLVEHi @GabrielaDB,
Which source(s) did you pick for your custom report? There is a dedicated data source 'Deal splits'. https://knowledge.hubspot.com/records/split-deal-credit-among-users#use-deal-splits-in-custom-report...
Instead of "Deal owner", you get "Deal split owner", instead of "Deal owner percentage", you get "Deal split Percentage" etc.
Best regards
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
Split Deals
SOLVEHi @GabrielaDB,
Which source(s) did you pick for your custom report? There is a dedicated data source 'Deal splits'. https://knowledge.hubspot.com/records/split-deal-credit-among-users#use-deal-splits-in-custom-report...
Instead of "Deal owner", you get "Deal split owner", instead of "Deal owner percentage", you get "Deal split Percentage" etc.
Best regards
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
