Hub

What's This Opportunity?

Value, scope, and commercial context

4/7
Unified Goal FocusPRIMARYCUSTOM

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

Transformation DepthPRIMARYCUSTOM

Scope of change: Tactical → Strategic → Organizational

Primary Trap FocusPRIMARYCUSTOM

Which complexity trap is the primary driver for this deal

Forecast Data

Probability, forecast amount, weighted value for pipeline forecasting

Where Are We?

Sales progression and stakeholder alignment

Data HighlightsPRIMARY

AI-surfaced important changes and patterns for this deal

Stakeholder CountCUSTOM

How many contacts are involved in this deal

What's Connected?

People, organizations, and deliverables

2/8
Signal AssociationsPRIMARYCUSTOM

Engagement signals that contributed to this opportunity

Company Association

The organization this deal represents
👥 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