Oct 1, 2026

Admins can now choose the HubSpot property Data Parrot uses as its default deal value. The selection applies across reports, forecasts, and analysis. Pipeline Time Machine also shows when historical values need to update after a change.

TL;DR

• Choose the default deal value property in Settings.
• Keep separate Amount choices in saved forecast views.
• See a notice in Pipeline Time Machine while historical values await an update or rebuild.

Choose the default deal value

Open Settings > Workspace > Deal value. Select a property under HubSpot deal property, then click Save.

Available properties include Amount, Amount in company currency, and eligible custom numeric deal properties classified as amount fields.

Saving changes the default selection in Data Parrot. It does not change property values in HubSpot or trigger a bulk recalculation of deal analysis.

Keep separate Amount choices in forecasts

The Amount controls in AI Forecast and Forecast Workspace remain available. You can choose a different amount property for an individual forecast view.

An explicit choice in a saved view stays separate from the default selected in Settings. Changing the default does not replace that saved choice.

See when historical values are updating

After the default property changes, Pipeline Time Machine displays a notice when historical values are awaiting an update or rebuilding. Historical totals may be incomplete until the update finishes.

Where to find it

Open Workspace Settings to choose the default deal value property. Only admins can change this setting.

Use the Amount controls in AI Forecast and Forecast Workspace for per-view choices. Historical update notices appear in Pipeline Time Machine.

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