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Deals

Split deal credit among users (BETA)

Last updated: June 24, 2021

In Beta

Applies to:

Sales Hub  Enterprise

If multiple users in your HubSpot account are involved in deals, users with Super admin permissions can set up deal splits. With this setting turned on, you can share percentages of a deal's amount with up to 5 users. 

Turn on deal splits

Users with Super admin permissions can turn on deal splits in the deal settings.

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left sidebar menu, navigate to Objects > Deals.
  • Select the Split deals among users checkbox.

deal-splits

  • In the pop-up box, select Set up deal splits.

Please note: depending on the number of deals in your account, it can take a few minutes or up to a few hours to fully set up deal splits.

Add splits to a deal

Once deal splits are turned on in your settings, users with Edit deal permissions can add a split to a deal.

  • In your HubSpot account, navigate to Sales > Deals.
  • Click the deal you want to add a split to.
  • In the left sidebar, in the Deal splits section, click Add.

add-deal-split-on-record

  • In the right panel:
    • Click the Deal split with dropdown menu and select the checkboxes of users you want to split the deal amount. The deal owner will be included by default and can not be removed. You can select up to 4 additional users.
add-deal-split
    • Under Deal split type:
      • Select Split evenly to assign an equal percentage of the deal to all selected users.
      • Select Split by percentages to set your own percentages. Enter a percentage number for each user in the Deal split breakdown section until you reach a total of 100%.
    • Click Add deal split. Once you add a deal split it can not be edited.
  • You can now view the users and percentage breakdown on the deal record. To remove a deal split, hover over it and click Remove. In the dialog box, click Remove deal split.

view-deal-split

View deal splits in the forecast tool

Once a split is added to a deal, you can view the split amount for each user in the forecast tool.

  • In your HubSpot account, navigate to Sales > Forecast.
  • To review your forecast by individual user, click the Users button in the top left. Use the dropdown menus at the top to filter by pipeline, close date, or team.
  • To drill down into a specific user's forecast, click the user's name.
  • If a deal that the user is included on has a split, you can view the user's percentage and the amount they will receive credit for in the table.

deal-split-forecast

Use deal splits in custom reports

You can also use custom reports to analyze data from your deal splits. For example, you can filter by Deal Split Owner and Deal Split Amount to understand how much credit each user will receive for the deals they are involved in.

  • In your HubSpot account, navigate to Reports > Reports.
  • In the upper right, click Create custom report.
  • In the left sidebar menu, click Custom Report Builder.
  • Click the Primary data source dropdown menu, then select Deal splits.
  • Select Deals as your secondary data source.
  • In the custom report builder, customize your filters.
  • Click Save. To save your report as a copy, click Save as.
  • In the right panel, name and select dashboard and permission settings for the report. Once you're done, click Save.

Learn more about creating custom reports in HubSpot.