HubSpot's default deal properties

HubSpot has a number of default deal properties to help you track and manage your deals. You can also create custom deal properties to capture the information most relevant to your business needs.

Learn more about HubSpot’s default contact properties, default company properties, and default ticket properties.

Deal Information

• Amount: the total value of the deal.

• Close date: the day the deal is expected to close, or was closed. This is automatically updated by HubSpot when:

  • A user moves a deal into a closed-won or a closed-lost deal stage for the first time, even if the property has an existing value.

  • A user moves a deal from a closed-won deal stage to a closed-lost deal stage, or from a closed-lost deal stage to a closed-won deal stage.

Please note: the close date will not be updated when a deal moves from a closed-won deal stage to another closed-won deal stage, from a closed-lost deal stage into another closed-lost deal stage, or if you're using the Deal API to update only the Deal stage property and not the Close date property.

• Closed lost reason: reason why the deal was lost. Learn more about customizing Closed lost reason options.

• Closed won reason: reason why the deal was won.

• Create date: the date the deal was created. This property is set automatically by HubSpot.

• Deal description: a brief description of the deal.

• Deal name: the name you have given this deal.

• Deal owner: the user from your team that the deal is assigned to. You can assign additional users to a deal record by creating a custom HubSpot user property.

• Deal stage: deal stages allow you to categorize and track the progress of the deals that you are working on. Learn more about setting up and customizing your deal stages.

• Deal type: by default, categorize your deal as either a New Business or Existing Business. You can edit or add new deal types in your deal property settings.

• HubSpot team: the team assigned to the deal owner for the deal. Learn more about creating teams in HubSpot.

• Last activity date: the last time a note, chat conversation, call, email, meeting, or task was logged for a deal. This is updated automatically by HubSpot.

• Last contacted: the last time a chat conversation, call, sales email, or meeting was logged for this deal. This is set automatically by HubSpot based on user actions.

• Last modified date: the most recent date that any property on a deal was updated. This is updated automatically by HubSpot.

• Manual forecast category: by default, manually categorize the likelihood of the deal closing as Omit, Pipeline, Best case, Most likely, Commit, or Closed. This helps you and other users understand the likelihood of the deal closing when forecasting manually. You can customize the property to suit your business.

• Next activity date: the date of the next upcoming activity for a deal. This is set automatically by HubSpot based on user action. This includes logging a future call, sales email, or meeting using the Log feature, as well as creating a future task or scheduling a future meeting. This is updated automatically by HubSpot.

• Number of contacts: the number of contacts associated with this deal. This is updated automatically by HubSpot.

• Number of sales activities: the total number of sales activities (notes, calls, emails, meetings, or tasks) logged for a deal. This is updated automatically by HubSpot.

• Number of times contacted: the total number of times a sales email, meeting, or call has been logged for a deal. This is updated automatically by HubSpot.

• Owner assigned date: the date the most recent deal owner was assigned to a deal. This is updated automatically by HubSpot.

• Pipeline: the pipeline a deal is in, which determines the deal stages the deal will move through. You can learn more about how to set up your deal pipelines and deal stages here.

Analytics History

• Original source data 1: additional information about the original source for the associated contact, or associated company if there is no contact, with the oldest value for the Time first seen property.

• Original source data 2: additional information about the original source for the associated contact, or associated company if there is no contact, with the oldest value for the Time first seen property.

• Original source: the original source for the associated contact, or associated company if there is no contact, with the oldest value for the Time first seen property.

Deals Calculated Information

These properties are used only as measures or filters when building a custom report and will not appear in your properties settings or on individual deal records.

• Deal Status: groups your deals into Won, Lost, or Open (includes all other stages) and can be used when building a custom report to show you a count of deals in each stage type.

• Closed amount: the Amount value for deals marked as Closed Won. This can be used as a filter when building a custom report.

• Days to close: the time between Create date and Close date. This can be used as a filter when building a custom report.

• Deal stage probability: the win probability set in deal stage settings for a deal’s stage. This can be used as a filter when building a custom report.

• Forecast amount: the Amount multiplied by the win probability of a deal’s stage. This can be used as a filter when building a custom report.

• Time in Stage [Deal Stage Name]: calculated for a deal after it leaves a given stage. This is not calculated for a deal's current stage. This can be used as a filter when building a custom report.

Recurring Revenue Information (Sales Hub Enterprise only)

These properties are auto-generated when you set up recurring revenue tracking in your account.

• Recurring revenue amount: the total amount of recurring revenue associated with a deal.

• Recurring revenue deal type: the deal type. The available values for this property are New business, Renewal, Upgrade, and Downgrade.

• Recurring revenue date: the date when recurring revenue for this deal is no longer collected.

• Recurring revenue inactive reason: the reason why recurring revenue is no longer collected. The available values are Churned, Renewal, Upgrade, and Downgrade.