How to Split Deal Credit Among Users in HubSpot

Accurately splitting deal credit among sales reps in HubSpot is essential for fair compensation, clean reporting, and reliable forecasting. This guide walks you step-by-step through enabling and using deal splits so your team’s performance is tracked correctly across the CRM.

What Are Deal Splits in HubSpot?

Deal splits let you assign percentages of a single deal’s value to multiple owners. Instead of one person getting 100% of the amount, you can divide the deal by:

• Revenue credit
• Team or territory sharing
• Product line collaboration
• Co-selling between SDRs and AEs

Each user’s split is reflected in reports and forecasts, helping you understand true contribution across your pipeline.

Requirements to Use HubSpot Deal Splits

Before you can split deal credit, confirm that the feature is available and that you have the right permissions in HubSpot.

Subscription and Access Requirements in HubSpot

• You must be using a HubSpot edition that supports deal splits in the deals tool.
• You need access to the deals object and permission to edit deals.
• To configure forecast and reporting, you may need admin or revenue operations permissions, depending on your portal settings.

If you are unsure which subscriptions or permissions are required, review the official HubSpot documentation on deal splits at this support page.

How to Turn On Deal Splits in HubSpot

Once you have access, you can enable deal splits so users can share credit on individual deals in HubSpot.

Step-by-Step: Enable Deal Splits

1. Sign in to your HubSpot account with a user that has admin or deal configuration rights.

2. Navigate to Settings (the gear icon in the top navigation).

3. In the left sidebar, go to Objects > Deals.

4. Locate the section related to Deal splits or ownership and revenue sharing options.

5. Turn on the setting that allows splitting deal credit among multiple users.

6. Save your changes so the option becomes available in deal records.

After activation, you will see new fields and controls for distributing percentages on each deal in HubSpot.

How to Split a Single Deal in HubSpot

With the feature enabled, you can start splitting deal credit directly from individual records in HubSpot.

Step-by-Step: Add Deal Splits on a Record

1. Go to Sales > Deals in your HubSpot navigation.

2. Open the specific deal you want to adjust.

3. In the deal’s main panel, locate the section for Deal splits or Split credit.

4. Click Add split (or similar) to start assigning multiple users.

5. Select a user (deal owner, co-seller, manager, or partner) from the user dropdown.

6. Enter the percentage of the deal amount that should be credited to that user.

7. Repeat for additional users until all contributors are added.

8. Confirm that the total split equals 100% before saving.

Once saved, each user’s credit will be used in supported analytics and forecast tools within HubSpot.

Best Practices When Splitting Deals in HubSpot

• Agree on company-wide rules for typical splits (for example, 50/50 between SDR and AE).
• Ensure the total of all splits always equals 100% to avoid reporting inconsistencies.
• Update splits whenever ownership or contribution changes mid-cycle.
• Document guidelines in your internal sales playbook linked from your HubSpot resources.

Editing and Removing Deal Splits in HubSpot

You can adjust deal splits at any time as long as you have permission to edit the deal.

How to Edit Existing Splits

1. Open the relevant deal in HubSpot.

2. Find the Deal splits section.

3. Update the percentage value beside each user as needed.

4. Add or remove users if additional contributors are involved.

5. Confirm the total equals 100% and then save the record.

How to Remove Splits Entirely

1. Open the deal in the deals pipeline.

2. Navigate to the split configuration area on the record.

3. Remove all additional users except the primary owner, or set the primary owner to 100%.

4. Save to restore full credit to a single user in HubSpot reporting.

How Deal Splits Affect Reporting in HubSpot

Once configured, deal splits feed into several analytics and forecasting tools in HubSpot so you can see performance based on shared credit.

Reports That Use Deal Splits

• Revenue by owner reports – credit is allocated based on defined percentages, not just the main owner.
• Team performance dashboards – evaluate SDRs, AEs, and account managers who collaborate on the same deals.
• Pipeline and forecast views – forecasted revenue for each rep reflects their share of deals.
• Custom reports – use deal split fields as properties in custom reports and dashboards.

Because of this, consistent use of splits in HubSpot provides more accurate visibility into team and individual impact.

Governance Tips for HubSpot Deal Splits

To keep your CRM data clean, define clear governance around when and how to apply splits in HubSpot.

Key Governance Recommendations

• Create written rules that define who qualifies for split credit (SDR, AE, sales engineer, partner manager, etc.).
• Limit who can edit splits to avoid accidental changes to historical data.
• Audit split usage periodically to ensure it follows policy and aligns with compensation plans.
• Train new reps on how to apply deal splits correctly in HubSpot during onboarding.

Advanced Optimization and Next Steps

Once you are comfortable with deal splits in HubSpot, explore more advanced options to optimize your sales operations.

• Build dashboards that highlight total split-adjusted revenue for each rep.
• Combine deal splits with lifecycle and attribution data to understand full-funnel collaboration.
• Align compensation and quota models with how deal splits are configured.

If you need expert help optimizing your CRM structure, forecasting models, or sales reporting, consider working with a specialized consultancy such as Consultevo for strategic guidance.

Learn More About HubSpot Deal Splits

For detailed, up-to-date instructions, screenshots, and limitations around deal splits in HubSpot, always refer to the official help article: Split deal credit among users. Combine that reference with the best practices in this guide to maintain accurate and fair sales attribution across your entire HubSpot account.

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