Reporting on Single-Owner and Split Deals in a Report

As part of upcoming changes to Deal Splits, HubSpot will no longer create explicit 100% Deal Split records for single-owner deals.

Instead, deals with a single owner will be treated as implicitly 100% owned by that user, but will not generate a Deal Split record. This simplifies system behavior and improves performance, but it means that reports built only on the Deal Split object will no longer include single-owner deals.

Reports themselves will not break or disappear, but they will silently exclude any deals that do not have an explicit split record (which now includes single-owner deals). The underlying data will be incomplete if users do not update their reports to reflect the new model. 

Replacing deal_split owner with deal_owner alone won’t capture both types of deals. If customers want reporting that includes both types, we recommend building a combined report and using a custom formula. 

This currently affects deals with one owner (or a 100%, single split). Please note that dashboards may appear incomplete if reports are not updated to reflect the new logic. 

The workaround

To keep reporting consistent, we recommend using a custom report or dataset that combines Deals and Deal Splits, and adding a formula field to unify attribution amounts.

Instructions

1. In your custom report builder, choose Deals as your primary object and Deal Splits as your secondary object. 


2. Add a custom formula field by enrolling into this public beta for Formula Fields in Custom Report Builder. 


3. Create a field: “Attribution amount” and use this formula:




1. IF(IS_KNOWN([DEAL_SPLIT.hs_deal_split_amount]),[DEAL_SPLIT.hs_deal_split_amount],[DEAL.amount])


2. This logic means that if the deal is split, use the split amount. If the deal has no split or is 100% owned, use the full deal amount. 




4. If needed, add a similar field for Attribution Owner (optional) if you need to group by rep:




1. IF(IS_KNOWN([DEAL_SPLIT.hs_owner_id]),[DEAL_SPLIT.hs_owner_id],[DEAL.hs_owner_id])




5. Filter your report using:




1. Rep = Deal owner or Rep = Deal split owner