Sales Pipeline Review
Review the open deals of your HubSpot every week and know which ones need a question. The app checks each deal by rule, no AI: a close date that passed or keeps moving later, no activity for a while, no next step, no amount, too long in the same stage.
What installing it brings
- 1 workflow32 steps in what runs behind it.
- 1 screenThe pages of its application.
- 2 tablesThe data tables it works with.
About this application
Review the open deals of your HubSpot every week and know which ones need a question. The app checks each deal by rule, no AI: a close date that passed or keeps moving later, no activity for a while, no next step, no amount, too long in the same stage. It computes the forecast for the period (this month, this quarter or the next 30 or 90 days, weighted by stage probability), compares it with last week for the team and for each rep, and writes one short question to ask the rep for each flagged deal, from the deal's own fields. Each flagged deal becomes a card on your Review board (Flagged, Asked, Fixed, Ignored) and stays there until it is fixed. Settings: pipeline, forecast period, days without activity, days in a stage, pushes allowed, checks, target, number of deals, language, currency, HubSpot account number for links, preview only. Needs HubSpot (read access to deals and owners). Nothing is changed in HubSpot.
The published app, exactly as it runs.
This preview is not interactive.
The workflow
What runs behind it: 32 steps, 1 screen.
Published by
livecontext
@livecontext