Reporting 101
Everything you need to know to request or create a report
Who can create a report?
Only those with Core or Sales seats have the ability to create reports. If you would like to request a report be made, please reach out to our VP of Operations, Nicole Miller, through slack or email (nicole.miller@orchestraco.com).
HubSpot Field Guide
List of key fields to be used for reporting and filtering in HubSpot.
| Field Name | Description |
|
Amount |
The total monetary value associated with the deal. |
|
Close Date |
The date when the deal is confirmed closed. |
|
Closed Lost Reason |
Descriptive field capturing why a deal was marked as Closed Lost. (e.g., Price/Budget, Service Fit, Timing, etc.) |
|
Date Entered Current Stage |
The timestamp when the deal entered its current pipeline stage. |
|
Deal Name |
The unique naming convention of the deal. (Client Name - Project Title - Date) |
|
Deal Owner |
The HubSpot user responsible for updating the deal details. |
|
Deal Probability |
A numeric percentage indicating the likelihood of closing the deal. |
|
Deal Stage |
Where the deal currently sits in the sales pipeline. (e.g., Writing, Submitted, Pitching, Awarded/Verbal Win, Contract Out, Closed Won, Closed Lost) |
|
Deal Type |
A categorical field describing the nature of the deal. (New Business, Renewal, Upsell, Cross-Sell) |
|
Estimated Close Date |
A forward-looking date predicting when the deal is expected to close. |
|
Estimated End Date |
Indicates when work, service or the contract is expected to end. |
|
Estimated Start Date |
Indicates when work, service or the contract is expected to begin after deal closure. |
|
Is Deal Closed? |
A True/False property indicating whether the deal has reached a closed stage. (Closed Won or Closed Lost) |
|
Last Modified |
The date and time when any field on the deal was last updated. |
|
Name |
Naming convention of the specific line item. |
|
Net Price |
The total value of the line items associated with a deal. |
|
Originating Agency |
Specifies the agency that initially sourced or referred the deal. |
|
Practice (Deal) |
Primary practice owning the deal and responsible for updates in HubSpot. |
|
Practice (Line Item) |
Practice associated with a specific line item on a deal and receiving an allocated portion of the deal. |
|
Primary Agency |
The agency owning the deal. |
|
Primary Company |
The main company record linked to the deal. |
|
Secondary Practices |
Additional practices working on and tagged to the deal. |
|
Team Lead (CRL) |
Represents the client relationship lead overseeing the Primary Company associated with the deal. |
|
Unit Price |
The monthly amount associated with the line item (retainers), or the total value of the project (project fee). |
|
Weighted Amount |
The calculated value of Deal Amount × Deal Probability. |