{"id":1408,"date":"2025-09-17T17:17:14","date_gmt":"2025-09-17T17:17:14","guid":{"rendered":"http:\/\/gogetmuscle.com\/?p=1408"},"modified":"2025-09-17T17:40:24","modified_gmt":"2025-09-17T17:40:24","slug":"reporting-on-single-owner-and-split-deals-in-a-report","status":"publish","type":"post","link":"http:\/\/gogetmuscle.com\/index.php\/2025\/09\/17\/reporting-on-single-owner-and-split-deals-in-a-report\/","title":{"rendered":"Reporting on Single-Owner and Split Deals in a Report"},"content":{"rendered":"

As part of upcoming changes to Deal Splits, HubSpot will no longer create explicit 100% Deal Split records for single-owner deals. <\/SPAN><\/P>
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\u00a0<\/P>
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Instead, deals with a single owner will be treated as <\/SPAN>implicitly<\/SPAN><\/I> 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.<\/SPAN><\/P>
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\u00a0<\/P>
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Reports themselves will not break or disappear, but they will silently exclude any deals that <\/SPAN>do not<\/STRONG> 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.\u00a0<\/SPAN><\/P>
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\u00a0<\/P>
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Replacing <\/SPAN>deal_split owner<\/SPAN> with <\/SPAN>deal_owner<\/SPAN> alone won\u2019t capture both types of deals. If customers want reporting that includes both types, we recommend building a combined report and using a <\/SPAN>custom formula<\/SPAN><\/a>.\u00a0<\/SPAN><\/P>
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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.\u00a0<\/SPAN><\/P>
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\u00a0<\/P>
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The workaround<\/SPAN><\/H3>
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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.<\/SPAN><\/P>
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\u00a0<\/P>
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Instructions<\/STRONG><\/P>
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    \n
  1. In your custom report builder, choose Deals as your primary object and Deal Splits as your secondary object.\u00a0<\/SPAN><\/LI>
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  2. Add a custom formula field by enrolling into this public beta for <\/SPAN>Formula Fields in Custom Report Builder.\u00a0<\/SPAN><\/a><\/LI>
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  3. Create a field: \u201cAttribution amount\u201d and use this formula:<\/SPAN><\/LI>
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      \n
    1. IF(IS_KNOWN([DEAL_SPLIT.hs_deal_split_amount]),[DEAL_SPLIT.hs_deal_split_amount],[DEAL.amount])<\/SPAN><\/LI>
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    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.\u00a0<\/SPAN><\/LI>
      \n<\/OL>
      \n
    3. If needed, add a similar field for Attribution Owner (optional) if you need to group by rep:<\/SPAN><\/LI>
      \n

        \n
      1. IF(IS_KNOWN([DEAL_SPLIT.hs_owner_id]),[DEAL_SPLIT.hs_owner_id],[DEAL.hs_owner_id])<\/SPAN><\/LI>
        \n<\/OL>
        \n
      2. Filter your report using:<\/SPAN><\/LI>
        \n

          \n
        1. Rep = Deal owner or Rep = Deal split owner<\/SPAN><\/LI>
          \n<\/OL>
          \n<\/OL><\/p>\n","protected":false},"excerpt":{"rendered":"

          As part of upcoming changes to Deal Splits, HubSpot will no longer create explicit 100% Deal Split records for single-owner deals. \u00a0 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 […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[14],"tags":[],"_links":{"self":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/1408"}],"collection":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/comments?post=1408"}],"version-history":[{"count":1,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/1408\/revisions"}],"predecessor-version":[{"id":1409,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/1408\/revisions\/1409"}],"wp:attachment":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/media?parent=1408"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/categories?post=1408"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/tags?post=1408"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}