Review data insights on deal views

For each deal view, there is a summary of amount, stage, and duration information which enables you to quickly understand the data and progress of your deals. You can navigate between different pipelines and views to review data insights for specific subsets of deals. This data can help you identify trends and areas of improvement for your processes, as well as prioritize the deals to focus on.

View data insights on a deal view

• In your HubSpot account, navigate to CRM > Deals.
• Navigate to the pipeline and view for which you want to review data insights.
• By default, the data insights are automatically displayed on all views in list and board view.
  • To hide the summary, click Hide insights in the top right.
  • To display the summary, click Show insights.

• The following information is included on the data insights card:
  • Total deal amount: the sum of amounts of all deals in the view, including closed deals. The average amount per deal is also displayed, which is calculated by dividing the total amount by the number of deals with amount values.
  • Weighted deal amount: the sum of the weighted amount of all deals in the view. The average weighted amount per deal is also displayed, which is calculated by dividing the total weighted amount by the number of deals with amount values, excluding closed lost deals.
  • Open deal amount: the sum of amounts of deals in open stages (i.e. not closed as won or lost). The average amount per open deal is also displayed, which is calculated by dividing the total by the number of deals with amount values in open stages.
  • Closed won: the sum of amounts of deals in closed won stages. The average amount per closed won deal is also displayed, which is calculated by dividing the total by the number of deals with amount values in closed won stages.
  • New deal amount: the sum of amounts of deals created this week. The average is also displayed, which is calculated by dividing the total new deal amount by the number of new deals.
  • Average deal age: the average number of days from deal creation to close. For open deals, this includes the number of days from deal creation to today.

Please note: in accounts with multiple currencies, data insights are based on the Amount in company currency and Weighted amount in company currency properties. To aggregate the summary data, all deals are converted to the company currency based on the exchange rate set in the account.

• The data insights update in real time as you make changes to deals in the view (e.g., create, delete, or edit a deal's amount/stage), or when you update the view's filters.

Learn more about managing deals in list view or board view.

Export or use data insights in other tools

You can use data from the insights card in other tools, such as lists and reports, or export a file with the deal data.

• In your HubSpot account, navigate to CRM > Deals.
• Navigate to the pipeline and view for which you want to review data insights.
• Click a value on the insights card.

• In the dialog box, you can do the following:
  • Group data: select a dimension to group the deals. For example, view total deal amount broken down by the teams that own the deals.
  • Use in list: create a new static list of the deals included in the report, or add the deals to an existing static list.
  • Export: export a file with the deals and their values.
  • Save as report: save the report and add it to your reports list and/or dashboards.
• Click the X in the top right to close the report.

Turn data insights on or off for your account

If you're a user with Super Admin permissions, you can turn deal insights on or off in your deal settings. With insights turned on, the data insights card will appear on all deal views, but an individual user can choose to show or hide it each time they access the view. If turned off, the data insights card will be hidden on deal views for all users.

• In your HubSpot account, click the settings settings icon in the top navigation bar.
• In the left sidebar menu, navigate to Objects > Deals.
• Click the Index Customization tab.
• By default, deal insights are turned on. To turn the feature off, toggle the Show Deal Insights switch off.
• To turn the feature back on, toggle the Show Deal Insights switch on.