Hub

What's This Opportunity?

Value, scope, and commercial context

6/7
About This DealPRIMARY

Core opportunity data: name, amount, stage, close date, owner

Forecast DataPRIMARY

Probability, forecast amount, weighted value for pipeline forecasting

Service PackagePRIMARYCUSTOM

What offering is being sold - enables pricing and scope clarity

Actions BarCUSTOM

Quick actions: Add Contact, Create Quote, Log Activity, Schedule Meeting

Unified Goal FocusCUSTOM

Primary unified goal this deal addresses (Customer, Revenue, Context, Enablement)

Transformation DepthCUSTOM

Scope of change: Tactical → Strategic → Organizational

Where Are We?

Sales progression and stakeholder alignment

Overview TabPRIMARY

Deal summary, key metrics, recent activity highlights

Pipeline StagePRIMARY

Current stage in the Path to Value pipeline

Stakeholder AlignmentPRIMARYCUSTOM

Level of buy-in: Champion → Team → Leadership → Org-Wide

Stakeholder CountCUSTOM

How many contacts are involved in this deal

Data Highlights

AI-surfaced important changes and patterns for this deal

What's Connected?

People, organizations, and deliverables

3/8
Product AssociationsPRIMARY

What offerings are being considered

Quote AssociationsPRIMARY

Proposals and pricing documents

Order AssociationPRIMARY

Transaction record created when deal activates
👥 Customer View Supporting 💰 Revenue View Primary 🧠 Business Context Supporting ⚡ Team Enablement Supporting
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Associations

How deals connect to other records in HubSpot

Value Path Configuration

Configure each stage of the customer journey

Implementation Patterns

Common patterns and best practices