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Duplicate deals appear in HubSpot’s custom reports when deals have multiple associated contacts or companies, causing the report builder to create separate rows for each association while showing the same deal multiple times.
Here’s how to eliminate duplicate deal entries through proper association handling and ensure your marketing source reports show accurate, non-duplicated deal counts.
Eliminate duplicate deals with precise association handling using Coefficient
Coefficient eliminates duplicate deal issues through transparent association handling options. Unlike HubSpot’s custom report builder that can multiply deal records based on associations, Coefficient gives you specific control over how multiple contacts or companies are displayed for each deal.
How to make it work
Step 1. Configure association settings to prevent deal duplication.
When setting up your Coefficient import, choose “Primary Association” for contact and company fields. This ensures each deal appears only once by showing just the primary contact or company, eliminating the row expansion that creates duplicate deal entries in HubSpot’s native reports.
Step 2. Import key fields for duplicate detection and validation.
Include “Deal ID,” “Original Source,” “Deal Stage,” and relevant association fields in your import. The Deal ID serves as your unique identifier for validation, while association fields help you understand the relationship structure that might cause duplication in other reporting methods.
Step 3. Build validation formulas to detect any remaining duplicates.
Use COUNTIF functions on the Deal ID column to identify any duplicates: =COUNTIF(A:A,A2)>1. Create conditional formatting to highlight duplicate Deal IDs if they appear. This validation step ensures your association settings are working correctly and no deals are being duplicated in your analysis.
Step 4. Create pivot tables that count unique deals by marketing source.
Build pivot tables that count unique Deal IDs by marketing source rather than counting rows. Use “Deal ID” in the values area with “Count of Unique Values” if available, or create helper columns that identify unique deals before building your attribution analysis. This ensures accurate deal counting regardless of association complexity.
Get clean attribution reports without duplicates
Proper association handling eliminates the duplicate deal issues that plague HubSpot’s native custom reports and ensures your marketing attribution analysis is based on accurate, unique deal counts. Start building clean attribution reports with transparent deal counting.
