HubSpot's default deal properties
Last updated: May 9, 2023
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HubSpot has a number of default deal properties to help you track and manage your deals. You can also create custom deal properties to capture the information most relevant to your business needs.
Learn more about HubSpot’s default contact properties, default company properties, default ticket properties, and how to manage your properties, including viewing their internal names and creating new custom properties.
- Amount: the total value of the deal in the deal's currency, if your HubSpot account uses more than one currency.
- Amount in company currency: the total value of the deal in your selected company currency, when your HubSpot account uses more than one currency.
- This value is calculated based on the exchange rates set in your HubSpot account.
- Changes to the exchange rate set will update the value until the deal is in a closed-won or closed-lost stage.
- Once the deal is moved to a closed-won or closed-lost stage, the value will be set and will only update if the historical exchange rate is edited.
- Annual contract value (ACV): the value of the deal over a 12-month period in the deal's currency, if your HubSpot account uses more than one currency.
- Annual recurring revenue (ARR): the total amount of revenue earned annually for this deal. This is calculated based on the term length and values of the recurring line items associated to the deal. If there is no term length, HubSpot assumes a term of 12 months. It does not take into account the value in the Amount property. This is shown in the deal's currency, if your HubSpot account uses more than one currency.
- Close date: the day the deal is expected to close, or was closed. By default, the close date will be set to the last day of the month it was created, but you can set a default close date for newly created deals in the desktop app. A deal's close date is automatically set or updated by HubSpot when:
- A user creates an open deal and does not manually select a close date.
- A user moves a deal into a closed-won or a closed-lost deal stage. This includes moving a deal that was already in a closed-won deal stage to a closed-lost deal stage, or from a closed-lost deal stage to a closed-won deal stage.
Please note: the close date is not set or updated in the following scenarios:
- A deal moves from a closed-won stage to another closed-won stage, or from a closed-lost stage to another closed-lost stage.
- A deal moves to a closed stage via a bulk update on the deals index page.
- A deal moves to a closed stage in the forecast tool.
- A deal was created via a workflow in which the Create record workflow action did not specify a close date.
- A workflow or the Deal API was used to update the Deal stage property, but not the Close date property.
- Closed lost reason: reason why the deal was lost. Learn more about customizing Closed lost reason options.
- Closed won reason: reason why the deal was won.
- Create date: the date the deal was created. This property is set automatically by HubSpot.
- Created by user ID: the user that created the deal. This value is automatically set by HubSpot and cannot be modified.
- Currency: the currency that the total value of the deal is set in. This property will only appear if you've set up multiple currencies in your account (Starter, Professional and Enterprise only).
- Date of last meeting booked in meetings tool: the date of the most recent meeting an associated contact has booked through the meetings tool. This is automatically set by HubSpot when a contact books a meeting through a meeting scheduling page and that meeting is associated with an open deal. Only a contact's five most recent open deals are automatically associated with meetings.
- Deal collaborator: the users involved in the deal. This value is set based on the deal's collaborators.
- Deal description: a brief description of the deal.
- Deal name: the name you have given this deal.
- Deal owner: the user from your team that the deal is assigned to. You can assign additional users to a deal record by creating a custom HubSpot user property.
- Deal probability: the probability that the deal will close. This property is updated automatically by HubSpot when a user moves a deal to a new stage based on the Win probability set for each deal stage in the pipeline settings. If you manually edit a deal's probability, the property will no longer be updated automatically based on the pipeline's open stages. Manual updates include updating a value on a record, bulk editing records, and changes made via data sync integrations or API. The deal probability will only be automatically set again if that deal moves to a Closed Won stage (100%) or a Closed Lost stage (0%), which can be set in bulk via a workflow.
- Deal stage: deal stages allow you to categorize and track the progress of the deals that you are working on. Learn more about setting up and customizing your deal stages.
- Deal type: deal types allow you to categorize your deals. The default options created by HubSpot are New Business or Existing Business, but you can edit or add new deal types in your deal property settings.
- Forecast amount: the deal amount multiplied by the forecast probability. This can be used as a filter when building a custom report. To view expected revenue in the forecast tool or when viewing an individual deal record, it is recommended to use the Weighted amount property.
- Forecast category: the likelihood of the deal closing, categorized as Omit, Pipeline, Best case, Most likely, Commit, or Closed. You can also create and use custom categories to forecast your deal revenue. If you've turned on the Automate forecast categories setting, this property will be automatically updated by HubSpot when a deal moves to a new stage.
- Forecast probability: the custom percent probability that the deal will close. To customize and automatically calculate this property, you'll need to create a workflow with the Set a property value action (Professional and Enterprise only).
- HubSpot team: the team assigned to the deal owner for the deal. Learn more about creating teams in HubSpot.
- Last activity date: the last date and time a note, call, tracked and logged sales email, meeting, LinkedIn/SMS/WhatsApp message, task, or chat was logged on the deal record. This is set automatically by HubSpot based on the most recent date/time set for an activity. For example, if a user logs a call and indicates that it occurred the day before, the Last activity date property will show yesterday's date.
- Last contacted: the last time a chat conversation, call, sales email, meeting, or message was logged for this deal. This is set automatically by HubSpot based on user actions.
- Last modified date: the most recent date that any property on a deal was updated. This is updated automatically by HubSpot.
- Merged Deal IDs: the Record IDs of deals that were merged into the deal record. This is automatically set by HubSpot once a deal merge is completed.
- Monthly recurring revenue (MRR): the recurring revenue each month for this deal. This is calculated using the values and term length of the recurring line items associated to the deal (i.e., total value divided by the number of months in the term length). It does not take into account the value in the Amount property. This is shown in the deal's currency, if your HubSpot account uses more than one currency.
- Next activity date: the date of the next upcoming activity for a deal. This is set automatically by HubSpot based on user action. This includes logging a future call, sales email, or meeting using the Log feature, as well as creating a future task or scheduling a future meeting.
- Next step: the next steps that you or another user will take to improve the deal's likelihood to close. You can edit this property in the forecast tool and the value will update on the deal record.
- Number of associated contacts: the number of contacts associated with this deal. This is updated automatically by HubSpot.
- Number of sales activities: the total number of sales activities logged for a deal. Sales activities include a call, chat conversation, LinkedIn message, postal mail, meeting, note, sales email, SMS message, task, or WhatsApp message. This is set automatically by HubSpot based on the number of applicable activities on the record. Learn more about logging activities.
- Number of times contacted: the total number of activities that are associated with the deal. Possible activities include calls, chat conversations, LinkedIn messages, postal mail, meetings, sales emails, SMS, or WhatsApp messages. Unlike in the Number of sales activities property, tasks and notes are not included in this property. This is set automatically by HubSpot based on the number of applicable activities on the record.
- Owner assigned date: the date the most recent deal owner was assigned to a deal. This is updated automatically by HubSpot.
- Pipeline: the pipeline a deal is in, which determines the deal stages the deal will move through. You can learn more about how to set up your deal pipelines and deal stages here.
- Priority: the level of attention needed on the deal.
- Record ID: the unique identifier for the deal. This field is set automatically and cannot be edited. This can be used when updating deals through importing or through API.
- Total contract value (TCV): the total value of the deal, based on the line items associated to the deal, including any recurring revenue and one-time charges. It does not take into account the value in the Amount property. This is in the deal's currency, if your HubSpot account uses more than one currency.
- Weighted amount: the Amount multiplied by the Deal probability. This can be used as the default deal amount in the the forecast tool, or in a custom single object report. It is recommended to use this property instead of Forecast amount when reviewing expected revenue on an individual deal record.
- Original source data 1: additional information about the original source for the associated contact, or associated company if there is no contact, with the oldest value for the Time first seen property.
- Original source data 2: additional information about the original source for the associated contact, or associated company if there is no contact, with the oldest value for the Time first seen property.
- Original source type: the original source of the associated contact, or associated company if there is no contact, with the earliest activity for the deal. Learn more about contact original source values.
Deals Calculated Information
These properties are used only as measures or filters when building a custom report and will not appear in your properties settings or on individual deal records.
- Deal Status: groups your deals into Won, Lost, or Open (includes all other stages) and can be used when building a custom single object report to show you a count of deals in each stage type.
- Closed amount: the Amount value for deals marked as Closed Won in the deal's currency, if your HubSpot account uses more than one currency.This can be used as a filter when building a custom single object report.
- Days to close: the time between Create date and Close date. This can be used as a filter when building a custom single object report.
- Time in Stage [Deal Stage Name]: calculated for a deal after it leaves a given stage. This is not calculated for a deal's current stage. This can be used as a filter when building a custom single object report.
Recurring Revenue Information (Sales Hub Enterprise only)
These properties are auto-generated when you set up recurring revenue tracking in your account.
- Recurring revenue amount: the total amount of recurring revenue associated with a deal.
- Recurring revenue deal type: the deal type. The available values for this property are New business, Renewal, Upgrade, and Downgrade.
- Recurring revenue date: the date when recurring revenue for this deal is no longer collected.
- Recurring revenue inactive reason: the reason why recurring revenue is no longer collected. The available values are Churned, Renewal, Upgrade, and Downgrade.
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