Aggregate deal $ per company, feeds account-based prioritisation.
At a glance
Top Companies by Deal Value is a companies & forms metric tracked from HubSpot data. It surfaces operational signal at the companies & forms layer so merchants can spot regressions, opportunities, and structural patterns in their store performance. The card pairs with sibling metrics in the Companies & Forms category to build a complete diagnostic picture; cross-reference the related cards listed below for context.
| What it counts | Top Companies by Deal Value as exposed by the HubSpot integration. The metric is computed from the latest available data and refreshed on the standard data refresh. |
| Sample type | Backend API data from HubSpot, refreshed on the standard data refresh. |
| Why it matters | The metric appears in the Companies & Forms category and complements the sibling cards listed below. Track movement over time to identify regressions or opportunities. |
| Reading the value | Compare the current period to the prior period to identify direction. Cross-reference siblings for the full diagnostic picture. |
| Currency | currency |
| Time window | 90D |
| Alert trigger | — |
| Sentiment key | hs_top_companies_by_deal_value |
| Roles | sales, finance |
Calculation
Calculated automatically from your HubSpot data. See the At a glance summary above for what the metric tracks and the worked example below for a typical reading.Worked example
A representative reading of Top Companies by Deal Value for a typical merchant on HubSpot. The card reports the current period value alongside a comparison against the previous period. Direction matters: rising values may be healthy or concerning depending on the underlying metric. Cross-reference the siblings below to triangulate cause when the value moves outside expected range. For deeper investigation, use Vortex Mind to trace upstream causes; for natural-language exploration, ask Ask Viq.Sibling cards merchants should reference together
| Card | Why merchants reach for it |
|---|---|
hs_companies_count | Companies & Forms sibling: Companies. |
hs_form_submission_volume | Companies & Forms sibling: Form Submissions (30D). |
hs_top_forms_by_conversion | Companies & Forms sibling: Top Forms by Submission Volume. |
hs_active_workflows_count | Workflows sibling: Active Workflows. |
hs_alert_deal_stuck | Nerve Centre sibling: Deals Stuck in Stage >30d. |
Reconciling against the vendor’s own dashboard
Where to look in HubSpot’s own dashboard: The HubSpot dashboard surfaces this metric (or its components) under the relevant report section. Confirm period boundaries and filter settings match the Vortex IQ profile to reconcile cleanly. Why the Vortex IQ value may legitimately differ:| Reason | Direction | What to do |
|---|---|---|
| Period boundary. Vortex IQ uses 30-day rolling by default; vendor dashboards may use calendar periods. | Variable | Match the period range. |
| Time zone. Vendor uses account time zone; Vortex IQ aligns to merchant reporting time zone. | Marginal | Confirm time zone match. |
| Filter scope. Profile-level filters (channel, B2B, test orders) may narrow the Vortex IQ view. | Variable | Match filter settings. |