How to Review Deal View Insights in Hubspot

Understanding how prospects interact with your deal records in Hubspot helps sales teams prioritize outreach and strengthen relationships. By reviewing deal view insights, you can see which contacts, companies, and team members are spending time on specific deals, and when those views occurred.

This guide explains how to access, interpret, and use deal view insights so you can turn engagement data into practical sales actions.

What Are Deal View Insights in Hubspot?

Deal view insights show a chronological log of who has viewed an individual deal record and when. These views include both internal users and associated CRM records such as contacts, companies, and other deals.

By reviewing this log, you can:

• Identify which prospects are actively reviewing your proposals.
• See which internal stakeholders are involved in an opportunity.
• Time your follow-up based on real engagement signals.
• Spot stalled deals with little or no recent viewing activity.

The insights appear directly on the deal record, making it easy to connect activity history to pipeline strategy in Hubspot.

How to Access Deal View Insights in Hubspot

To use deal view insights, you first need to open the relevant deal in your CRM. Follow these steps:

1. In your Hubspot account, navigate to Sales > Deals.

2. Use filters, search, or pipeline views to locate the deal you want to analyze.

3. Click the deal name to open the deal record in a new view.

Once the deal record is open, you will find the insights section on the right-hand side of the record layout, grouped with other analytical panels.

Where to Find the Deal View Insights Panel in Hubspot

Inside the deal record, look for a right sidebar card dedicated to view activity. The design and exact label may vary, but the insights panel typically includes:

• A list of recent viewers and related records.
• Time and date stamps for each view event.
• A chronological order, with the most recent views at the top.

If you do not see the insights section, check whether your user permissions or record layout settings allow visibility of analytics panels. Administrators can adjust which cards appear on the deal sidebar in Hubspot.

Understanding the Deal View Insights Data in Hubspot

The view insights section contains several types of information that help you understand engagement around the deal.

Viewers and Related Records in Hubspot

Each line in the insights log typically includes:

• Viewer name or record: A user, contact, or company associated with the deal.
• Record type: For example, internal user, contact, company, or related object.
• Associated record link: A clickable link that opens the viewer’s record for deeper context.

This structure lets you quickly jump from a deal to the key people or companies who are engaging with the record in Hubspot.

View Timestamps and Frequency

Next to each viewer entry, you will see the timestamp of the view event. These timestamps help you answer questions such as:

• When did the prospect last review the deal?
• Is a particular company viewing the deal repeatedly?
• Did views increase after a new quote or stage change?

Patterns in viewing frequency can be strong indicators of intent or interest.

Chronological Activity Timeline

The insights are typically ordered chronologically, from the most recent view to older interactions. This creates a compact timeline of how engagement with the deal has evolved over time inside Hubspot.

Use this timeline to correlate views with other activities such as emails, meetings, or task completions.

Practical Ways to Use Deal View Insights in Hubspot

Once you know how to read the data, you can turn deal view insights into practical actions that move opportunities forward.

Prioritize Follow-Up Based on Recent Views

If a contact or company has recently viewed a deal, that activity often signals renewed interest. You might:

• Send a timely follow-up email referencing the proposal.
• Call the primary contact to answer potential questions.
• Schedule a meeting to align on pricing or next steps.

Using recency of views as a prioritization factor can significantly improve sales efficiency in Hubspot.

Align Internal Stakeholders

Deal view insights also show which internal team members have been reviewing the record. This can help you:

• Confirm that sales managers are monitoring high-value deals.
• See whether implementation or customer success has begun reviewing details.
• Identify gaps where legal or finance has not yet looked at the opportunity.

By understanding internal engagement, you can coordinate an aligned approach to closing the deal.

Spot Stalled or Low-Engagement Deals

Lack of recent views from prospects can indicate that a deal is losing momentum. When you see no external views over a long period, consider actions such as:

• Re-engaging with a new value proposition.
• Confirming whether priorities have changed.
• Moving the deal to a different stage or closing it out, if necessary.

Using insights in this way helps maintain an accurate and healthy pipeline in Hubspot.

Best Practices for Working With Deal View Insights in Hubspot

To get maximum value from this feature, incorporate a few simple practices into your daily workflow.

Review Insights During Pipeline Meetings

When discussing key opportunities in pipeline reviews, open the deal record and quickly scan the view insights section. This provides real-time context on:

• Which deals are generating active interest.
• Where decision-makers are engaged or silent.
• Which deals may need additional support from leadership.

Grounding your conversation in data from Hubspot makes prioritization more objective and targeted.

Combine Insights With Other Deal Data

Deal view logs are most powerful when combined with other metrics, such as:

• Last contacted date.
• Last activity date.
• Email opens and clicks.
• Meeting outcomes.

Reviewing these data points together offers a fuller picture of buyer intent and deal health.

Maintain Clean Associations

Accurate associations between deals, contacts, and companies are essential. If records are not properly linked, some views may not appear where you expect them. Ensure that:

• Primary contacts are correctly assigned to each deal.
• Companies are associated with the right opportunities.
• Duplicate records are merged where appropriate.

Good data hygiene in Hubspot ensures reliable insights.

Additional Hubspot Resources

To see the original reference on this topic, you can review the official documentation on deal view insights directly on the Hubspot knowledge base: Review data insights on deal views.

If you are looking for broader CRM and sales optimization help beyond native documentation, you can also explore strategic consulting and implementation resources at Consultevo, which specializes in revenue operations and marketing technology.

Conclusion: Turning Deal View Insights Into Action

Deal view insights give you a detailed picture of how contacts, companies, and team members interact with each opportunity in Hubspot. By learning where to find these insights, understanding the timeline of views, and combining that information with other engagement data, you can better prioritize outreach, align stakeholders, and keep your pipeline accurate.

Incorporate a quick review of insights into your daily and weekly sales routines, and you will gain a clearer, data-driven view of which deals are most likely to move forward.

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