HubSpot | Deals Standard Dataset
Below are the measures and dimensions ChannelMix considers standard for the HubSpot Deals dataset. There is a one day lag on HubSpot and lifetime deal data is pulled daily.
The Deals Report is highly customizable in HubSpot, so please send a ticket to ChannelMix Support if you would like additional fields.
| Field Name | Type | Description |
| Deal ID | Text | The HubSpot ID for the deal. |
| Deal Name | Text | The name you have given this deal. |
| Deal Stage | Text | Deal stages allow you to categorize and track the progress of the deals that you are working on. |
| Deal Type | Text | 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. |
| Amount | Float | The total value of the deal in the deal's currency, if your HubSpot account uses more than one currency. |
| Amount in Home Currency | Float | The total value of the deal in your selected company currency, when your HubSpot account uses more than one currency. |
| Description | Text | A brief description of the deal. |
| Pipeline | Text | The pipeline a deal is in, which determines the deal stages the deal will move through. |
| Risks | Text | The risks to not closing the deal. |
| Archived | Boolean | Is the deal archived: True/False |
| Company Archived | Boolean | Is the company archived: True/False |
| Company Create Date | Timestamp | Date that the company was created on HubSpot. |
| Company HubSpot Last Modified Date | Timestamp | Date that the company was last modified on HubSpot. |
| Company HubSpot Object ID | Text | The HubSpot Object ID for the company. |
| Company HubSpot Updated At | Timestamp | Date that the company was updated on HubSpot. |
| Company ID | Text | The ID of the company. |
| Company Name | Text | The name of the company |
| Create Date | Timestamp | Date that the deal entry was created. |
| Referrer Organization | Text | Organization that referred the lead to you. |
| Associations Companies Results Type | Text | Usually either "deal_to_company" or "deal_to_company_unlabeled". |
| HubSpot Is Closed | Boolean | Is the deal closed: True/False |
| HubSpot Is Closed Won | Boolean | Is the deal closed and won: True/False |
| Closed Lost Reason | Text | Reason the deal was lost and is closed. |
| Close Date | Timestamp | Date the deal was closed. |
| Days to Close | Whole Number | Number of days it took to close the deal. |
| Deal End Date | Date | Date of the end of the deal. |
| Deal Start Date | Date | Date of the start of the deal. |
| HubSpot Closed Amount | Float | The value of the amount that was closed on the deal, if your HubSpot account uses more than one currency. |
| HubSpot Closed Amount in Home Currency | Float | The value of the amount that was closed on the deal in your selected company currency, when your HubSpot account uses more than one currency. |
| HubSpot ACV | Float | Annual Contract Value. The value of the deal over a 12-month period in the deal's currency, if your HubSpot account uses more than one currency. |
| HubSpot Analytics Source | Text | The channel from which Hubspot pulled the analytics. |
| HubSpot Analytics Source Data 1 | Text | A further breakdown of the Hubspot Analytics Source. |
| HubSpot Analytics Source Data 2 | Text | A further breakdown of the Hubspot Analytics Source Data 1. |
| HubSpot ARR | Float | Annual recurring revenue. 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. |
| HubSpot Campaign | Text | The name of the HubSpot campaign. |
| UTM Medium | Text | The UTM medium from the source URL. |
| UTM Source | Text | The UTM source from the source URL. |
| HubSpot Create Date | Timestamp | Date that the deal entry was created. |
| HubSpot Date Entered Appointments Scheduled | Timestamp | Date that the deal entered "Appointments Scheduled". |
| HubSpot Date Entered Closed Lost | Timestamp | Date that the deal entered "Closed Lost". |
| HubSpot Date Entered Closed Won | Timestamp | Date that the deal entered "Closed Won". |
| HubSpot Date Entered Contract Sent | Timestamp | Date that the deal entered "Contract Sent". |
| HubSpot Date Entered Decision Maker Bought In | Timestamp | Date that the deal entered "Decision Maker Bought In". |
| HubSpot Date Entered Qualified to Buy | Timestamp | Date that the deal entered "Qualified to Buy". |
| HubSpot Date Exited Contract Sent | Timestamp | Date that the deal exited "Contract Sent". |
| HubSpot Date Exited Decision Maker Bought In | Timestamp | Date that the deal exited "Decision Maker Bought In". |
| HubSpot Date Exited Qualified to Buy | Timestamp | Date that the deal exited "Qualified to Buy". |
| HubSpot Deal Stage Probability | Float | The probability that the deal will close. |
| HubSpot Deal Stage Probability Shadow | Float | The probability that the deal will close. |
| HubSpot Manual Forecast Category | Text | The likelihood of the deal closing, categorized as Omit, Pipeline, Best case, Most likely, Commit, or Closed. This helps you and other users understand the likelihood of the deal closing when manually forecasting. |
| HubSpot Forecast Amount | Float | The deal amount multiplied by the forecast probability. |
| HubSpot Forecast Probability | Float | The custom percent probability that the deal will close. |
| HubSpot Last Modified Date | Timestamp | Date that the deal was last modified. |
| HubSpot MRR | Float | Monthly recurring revenue. 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. |
| HubSpot Object ID | Text | The Object ID in Hubspot. |
| HubSpot Predicted Amount | Float | The predicted amount to close, if your HubSpot account uses more than one currency. |
| HubSpot Predicted Amount in Home Currency | Float | The predicted amount to close in your selected company currency, when your HubSpot account uses more than one currency. |
| HubSpot Projected Amount | Float | The projected amount to close, if your HubSpot account uses more than one currency. |
| HubSpot Projected Amount in Home Currency | Float | The projected amount to close in your selected company currency, when your HubSpot account uses more than one currency. |
| HubSpot TCV | Float | Total contract value. 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. |
| HubSpot Owner ID | Text | The ID of the owner in HubSpot. |
| HubSpot Team ID | Text | The ID of the team in HubSpot. |
| Industry Vertical | Text | The industry to which the company belongs. |
| Introductory Demo Held | Boolean | Was an introductory demo held: True/False |
| Invoice Auto Send | Text | Is invoice auto send off or on. |
| Lead Create Date | Date | The date the lead was created. |
| Lead UTM Campaign | Text | The UTM campaign from the source URL that brought the lead. |
| Lead UTM Content | Text | The UTM content from the source URL that brought the lead. |
| Notes Last Contacted | Timestamp | The date the notes were last used to make contact. |
| Number Associated Contacts | Whole Number | The number of contacts associated to the entry. |
| Number Contacted Notes | Whole Number | The number of times contacted from the notes. |
| Payment Issue Date | Text | The date the payment was issued. |
| Recurring Revenue Amount | Float | The total amount of recurring revenue associated with a deal. |
| Recurring Revenue Deal Type | Text | The deal type. The available values for this property are New business, Renewal, Upgrade, and Downgrade. |
| Recurring Revenue Inactive Date | Timestamp | The date that the recurring revenue was no longer collected. |
| Recurring Revenue Inactive Reason | Text | Tthe reason why recurring revenue is no longer collected. The available values are Churned, Renewal, Upgrade, and Downgrade. |
| Updated At | Timestamp | Date the deal was updated. |
| Insert Date | Timestamp | Internal use: when the row was inserted in the table. |
| ChannelMix Profile | Text | When needed, distinguishes between HubSpot accounts - Contents defined by ChannelMix. |