Hubspot Release Notes

Updates to Farmer PL Dashboard

jordan@slide.tech (Jordan Marlow) — Thu, 24 Sep 2026 15:59:35 GMT

Available now

Hi team, we just rolled out a new Territory view in the Farmer Pipeline Dashboard.
You can now view pipeline performance by territory, including East, Central, West, EMEA, Canada, and APAC, with:

Closed Won vs. Active Pipeline by territory
Commit and Best Case pipeline
ARR / MRR and weighted pipeline
Territory-level drill-down by rep, stage, and individual deal

We also added a Clean Up tab to make it easier to identify accounts and open deals still assigned to former owners. This tab can be used to review those records and update the Account Manager as needed.

The dashboard is live from HubSpot and will continue to update automatically.

Farmer Pipeline Dashboard:
https://script.google.com/a/macros/slide.tech/s/AKfycbzxFNoUDfLo9VV8JeIXrAbP9efRUZbpYNi8Y013d-I5AapZrJNj_8n7UE27XG36wJM6/exec

New Feature - Commission Approval Process

msilva@slide.tech (Michael Silva) — Mon, 14 Sep 2026 20:00:28 GMT

Available now

A new Commission Approval process is live in HubSpot, giving reps a formal way to request additional quota attainment and/or commission.

What's changing

Previously, requesting commission approval required sending a Slack notification and then back-and-forth to understand the who and why. Now there's a built-in process for it, right on the deal itself.

How it works

1. Submit the request — From the Deal record in HubSpot, submit a Commission Approval request.

2. Sales management reviews it and responds with one of three outcomes:

- Approved — the commission exception is authorized as submitted.

- Rejected — the requester gets a notification that the transfer was not approved.

- Needs More Info — the requester gets a notification and will need to re-submit the request with additional details.

*For a step-by-step process please go here*

Why this matters

This gives everyone a clear, trackable way to request and approve commissions instead of handling it ad hoc.

Questions?

Reach out to #hubspot in Slack if you run into issues with a request or want more detail on the process.

New Feature - Deal Transfer Requests

msilva@slide.tech (Michael Silva) — Mon, 14 Sep 2026 19:00:09 GMT

Available now

A new Deal Transfer process is live in HubSpot, giving reps a formal way to request a change of deal ownership.

What's changing

Previously, changing who owns a deal required sending a Slack notification and then back-and-forth to understand the who and why. Now there's a built-in process for it, right on the deal itself.

How it works

1. Submit the request — From the Deal record in HubSpot, submit a Deal Transfer request.

2. Sales management reviews it and responds with one of three outcomes:

- Approved — the deal owner updates automatically, no further action needed.

- Rejected — the requester gets a notification that the transfer was not approved.

- Needs More Info — the requester gets a notification and will need to re-submit the request with additional details.

*For a step-by-step please go here*

Why this matters

This gives everyone a clear, trackable way to request and approve ownership changes instead of handling it ad hoc.

Questions?

Reach out to #hubspot in Slack if you run into issues with a request or want more detail on the process.