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Deal Properties Reference

Full reference of the deal properties in HubSpot: field type, usage, fill rate, requirement and available options.

Company Fields: 

In the table below, you’ll find a detailed overview of all contact fields, along with their configurations and usage guidelines:  

  • Field Name: The name of each property in the company object.  
  • Field Type: This refers to the format or structure of data that a property (field) can hold like Single-line text, multi-line text, Dropdown select, Multiple checkboxes, Radio select, Number, Date picker, Datetime, Boolean (true/false), File, HubSpot user, Calculation, Score.  
  • Field Usage: Shows how frequently each field has been used, helping inform decisions on whether to keep, remove, or update it. 
  • Field Fill Rate: Field fill rate in HubSpot (or any CRM) refers to the percentage of records (contacts, companies, deals, etc.) that have a specific property (field) filled in. 
  • Field Requirement: Defines whether the kept field is Required, Optional, or Conditionally Required based on business rules or processes. 
  • Field Options: The available options or values for each field.  
  • Field Action: Indicates how each field should be handled in HubSpot — whether it should be kept, removed, archived, edited, or merged.  
  • How to Improve Data Quality?  In this column, we specify how to complete missing fields and ensure the information is accurate. 

Deal Name

  • Field Type: Single-line text
  • Field Usage: 24
  • Field Fill Rate (%): 100
  • Field Requirement: Required
  • Field Options: -
  • Field Action: Keep
  • How to Improve Data Quality?: -

Deal Stage

  • Field Type: Radio Select
  • Field Usage: 50
  • Field Fill Rate (%): 100
  • Field Requirement: Required
  • Field Options: Opportunity Identified Requirements Gathering Offer Sent Final Negotiation Closing Closed Won Closed Won
  • Field Action: Keep
  • How to Improve Data Quality?: -

Deal Probability

  • Field Type: # Number
  • Field Usage: 6
  • Field Fill Rate (%): 100
  • Field Requirement: Required
  • Field Options: -
  • Field Action: Keep
  • How to Improve Data Quality?: -

Deal Type

  • Field Type: Radio Select
  • Field Usage: 3
  • Field Fill Rate (%): 5.65
  • Field Requirement: Required
  • Field Options: New Business Upsell
  • Field Action: Keep
  • How to Improve Data Quality?: If only one deal is associated with a company, this should be new. Otherwise, it is upselling.

Deal Amount

  • Field Type: Number
  • Field Usage: 35
  • Field Fill Rate (%): 99.56
  • Field Requirement: Required
  • Field Options: -
  • Field Action: Keep
  • How to Improve Data Quality?: This is because these projects were fulfilled from stock. Sales needs to enter the amount and set 'Exclude from reporting' to 'Yes'.

Close Date

  • Field Type: Date and Time Picker
  • Field Usage: 90
  • Field Fill Rate (%): 100
  • Field Requirement: Required
  • Field Options: -
  • Field Action: Keep
  • How to Improve Data Quality?: Sales needs to update the open deals with close date in the past

Country End User

  • Field Type: Property Sync
  • Field Usage: 3
  • Field Fill Rate (%): 15.9
  • Field Requirement: Optional
  • Field Options: Big list
  • Field Action: Keep
  • How to Improve Data Quality?: If an end user company exists and they know that end user: 1) Sales need to create their account or complete the missing info of that account 2) Sales needs to associate the deal with end user company created in previous step If they do know anything about the end user, they need to complete the country and vertical of the end user in the deal.

Country (of project)

  • Field Type: Dropdown selects
  • Field Usage: 8
  • Field Fill Rate (%): 3.46
  • Field Requirement: Required
  • Field Options: Big list
  • Field Action: Keep
  • How to Improve Data Quality?: This list should be adapted based on the contact and company country list of ISO. If they do know anything about the end user, they need to complete only the country of end user in the deal. For the countries where a sales rep works only in one country, we can fill this info automatically in a workflow. We can fill this automatically if the end user company is associated with the deal.

Target Account (End User)

  • Field Type: Property Sync
  • Field Usage: 3
  • Field Fill Rate (%): 5.03
  • Field Requirement: Required
  • Field Action: Keep
  • How to Improve Data Quality?: If an end user company exists and they know that end user and it is target account: 1) Sales need to create their account or complete the missing info of that account 2) Sales needs to associate the deal with end user company created in previous step If sales say we do not have their info, it means that that company is not a target account.

Vertical (End User)

  • Field Type: Property Sync
  • Field Usage: 2
  • Field Fill Rate (%): 12.33
  • Field Requirement: Optional
  • Field Options: Like the vertical of
  • Field Action: Keep
  • How to Improve Data Quality?: If an end user company exists and they know that end user: 1) Sales need to create their account or complete the missing info of that account 2) Sales needs to associate the deal with end user company created in previous step If they do know anything about the end user, they need to complete the country and vertical of the end user in the deal.

Vertical

  • Field Type: Dropdown selects
  • Field Usage: 5
  • Field Fill Rate (%): 3.33
  • Field Requirement: Required
  • Field Options: Authority City Council Corporate Courtroom Education Hospitality Institution Parliament Rental Government
  • Field Action: Keep, Edit
  • How to Improve Data Quality?: The options should be updated. If an end user company exists and they know that end user: 1) Sales need to create their account or complete the missing info of that account 2) Sales needs to associate the deal with end user company created in previous step If they do know anything about the end user, they need to complete the country and vertical of the end user in the deal. We can fill this automatically if the end user company is associated with the deal.

Is a tender?

  • Field Type: Single checkbox
  • Field Usage: 7
  • Field Fill Rate (%): 45.31
  • Field Requirement: Required
  • Field Options: Yes No
  • Field Action: Keep
  • How to Improve Data Quality?: Sales need to complete this.

Brand specified in the tender

  • Field Type: Dropdown selects
  • Field Usage: 2
  • Field Fill Rate (%): 19.49
  • Field Requirement: Conditionally Required
  • Field Options: No brand specified Not known yet Televic Audiotechnica Bosch Brahler Shure Sennheiser Taiden Gonsin Vissonic Other
  • Field Action: Keep
  • How to Improve Data Quality?: Sales need to complete this.

Deal Owner

  • Field Type: HubSpot User
  • Field Usage: 53
  • Field Fill Rate (%): 94.85
  • Field Requirement: Required
  • Field Options: -
  • Field Action: Keep
  • How to Improve Data Quality?: We can complete this based on the country of the end user or the country of the deal. Assign the deal to the owner of the associated company.

Closed Lost Reason

  • Field Type: Dropdown selects
  • Field Usage: 9
  • Field Fill Rate (%): 26.53
  • Field Requirement: Conditionally Required
  • Field Options: Budget Gone Quiet Lost to Competitor Project Canceled Project Postponed
  • Field Action: Keep
  • How to Improve Data Quality?: Sales need to complete this.

Competitor's name

  • Field Type: Dropdown selects
  • Field Usage: 4
  • Field Fill Rate (%): 4.38
  • Field Requirement: Conditionally Required
  • Field Options: Audiotechnica Bosch Brahler Shure Sennheiser Taiden Gonsin Vissonic Other
  • Field Action: Keep
  • How to Improve Data Quality?: Sales need to complete this