How to Report on Deal Split Goals in HubSpot

In HubSpot, sales leaders and operations teams can track how split deals contribute to each owner’s quota by reporting on deal split goals. This helps you understand true revenue contribution when multiple reps collaborate on the same opportunity.

This step-by-step guide explains how to create and use deal split goal reports so you can measure performance accurately across your sales team.

What Are Deal Split Goals in HubSpot?

Deal split goals connect your split deals to user goals so you can see how shared revenue is credited to each owner. When a deal is split between multiple users, each user gets a percentage of the amount based on their split, and that amount is measured against their quota.

To report correctly, you must first configure deal splits and user goals in your portal, then build reports that include these special goal metrics.

Prerequisites Before Reporting in HubSpot

Before you can report on split goals, make sure these features are properly set up in HubSpot:

• Deal splits are enabled and configured.
• Goals are created for the relevant users.
• Deals have owners and split percentages assigned.
• Your team has permissions to view reports and goals.

Once these pieces are in place, you can start building reports that show how each rep performs against their share of every closed deal.

How HubSpot Calculates Deal Split Goals

When you use deal split goals in HubSpot reports, the amount credited to each user is based on three main elements:

• The deal amount (for example, the total value of the contract).
• The split percentage assigned to each owner.
• The goal timeframe for the individual user.

The platform uses these values to calculate how much of each deal counts toward a user’s goal during the selected period.

Key HubSpot Deal Split Goal Metrics

When you build reports in HubSpot, you will see several split goal metrics, typically including:

• Split weighted amount toward goal – the amount of a deal credited to a user based on their split.
• Goal attainment – how much of the user’s quota has been reached using split amounts.
• Forecast and pipeline metrics that incorporate splits when available.

These metrics allow you to compare performance fairly when multiple reps share credit for the same opportunity.

How to Build a Deal Split Goal Report in HubSpot

Use the custom report builder to include deal split goal data in a performance dashboard.

Step 1: Open the HubSpot Report Builder

1. In your account, go to Reports > Reports.
2. Click Create report.
3. Select Custom report builder.

Choose the data sources that include deals, users, and goals so you can access split goal properties.

Step 2: Select HubSpot Deal and Goal Data

In the custom report builder, make sure you include:

• Deals – for amount, close date, and pipeline.
• Users – to associate performance to each sales rep.
• Goals – specifically those related to revenue or deal amounts.

This combination gives you access to the split goal metrics that you will use in your visualizations.

Step 3: Add Deal Split Goal Fields

Next, add the properties that display split performance in HubSpot:

1. Add the field for split amount toward goal or the similarly named split goal metric provided in your account.
2. Include goal amount for each user to compare actual vs. target.
3. Optionally, add deal owner, deal stage, and pipeline for more context.

These fields will allow you to see how much split revenue each user has generated in a given timeframe.

Step 4: Configure Filters and Timeframes

Use filters to ensure your HubSpot report aligns with the right period and pipeline:

• Filter by deal close date within your desired range.
• Limit the report to one or more specific pipelines, if needed.
• Filter by deal stage (for example, only closed-won deals).
• Filter by goal period (monthly, quarterly, or yearly goals).

Aligning filters with your goal timeframes ensures that attainment percentages are accurate.

Step 5: Choose the Report Visualization

HubSpot offers multiple visualization options for split goal reports. Popular formats include:

• Bar chart showing split attainment per user.
• Table summarizing each rep’s goal, split amount, and attainment percentage.
• Line chart tracking split performance over time.

Configure your visualization to group by user and to display the total split amount vs. goal amount for the selected period.

Step 6: Save and Add to a HubSpot Dashboard

1. Click Save in the top right of the report builder.
2. Give the report a descriptive name, such as Deal Split Goal Performance.
3. Choose whether to add it to an existing dashboard or create a new dashboard dedicated to split reporting.

Once saved, you can customize dashboard filters and share the views with your sales managers and executives.

Best Practices for Deal Split Goal Reporting in HubSpot

To keep your split goal data reliable and actionable, follow these practices:

• Standardize split rules – define how splits are assigned for co-selling, overlays, and channel partners.
• Audit deals regularly – review active deals to confirm that split percentages and owners are correct.
• Align goals with roles – ensure that each user’s goal reflects their responsibility and typical split percentage.
• Use dashboards for transparency – share split performance dashboards with leadership and reps.

Good data hygiene ensures your HubSpot split goal reports accurately reflect real performance.

Analyzing Sales Performance with HubSpot Deal Splits

Once reports are in place, you can analyze performance using the split goal data:

• Identify which reps consistently exceed their split-based quota.
• Spot team members who need coaching to improve conversion rates.
• Compare performance across teams or territories when co-selling is common.
• Evaluate how partner or overlay roles contribute to revenue.

Because the system credits revenue based on actual split percentages, these insights are more accurate than relying on primary deal owner alone.

Additional Resources for HubSpot Reporting

If you want more technical detail on how split goal reporting works, review the official product documentation here: HubSpot deal split goal reporting guide.

For strategic help with implementation, dashboards, or sales operations design, you can also consult a specialist agency such as Consultevo for deeper reporting and revenue operations support.

Using HubSpot Deal Split Goals for Reliable Forecasting

By incorporating split goal metrics into your standard sales dashboards, you improve the accuracy of both performance reviews and revenue forecasts. Instead of over-crediting one owner, you can see precisely how each participant contributes to hitting the team target.

With correctly configured deal splits, defined goals, and well-structured reports, HubSpot becomes a powerful source of truth for modern, collaborative sales organizations.

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