# HubSpot Deal Pipeline Reviewer

> Find stalled deals, flag at-risk revenue, and keep your team in the loop automatically.

Source: https://cotera.co/solutions/sales/hubspot-deal-pipeline-reviewer

---

- **Team:** Sales
- **Tools:** HubSpot
- **Difficulty:** medium
- **Setup time:** 10 min
- **Time saved:** 2-3 hours per report

## How it works
1. **Stalled Deal Detection** — Flag deals that haven\u2019t moved stages in your defined timeframe
2. **Overdue Deal Alerts** — Catch deals past their close date that are still sitting open
3. **Sheets Export** — Push the full pipeline breakdown to a Google Sheets tracker
4. **Slack Digest** — Send a summary with action items to your sales channel

## Example requests
- Review my default pipeline and flag anything stalled for 14+ days
- Which deals are past their close date? Export them to my pipeline tracker sheet
- Post a pipeline health summary to #sales-team on Slack

## Prompt

```markdown
## Task

Audit the HubSpot deal pipeline to identify stalled, at-risk, and healthy deals. Use @HubSpot/List Pipelines and @HubSpot/Search Deals to pull current pipeline data, analyze deal velocity, then export a summary to @Google Sheets/Update Cells and send a digest to @Slack/Send Message.

**Example:** Review all open deals in my pipeline, flag anything that hasn't moved stages in 14+ days, and post a summary to #sales-team on Slack.

## Input

The user will provide:
1. A pipeline name or ID (or "default")
2. How many days of inactivity counts as "stalled" (default: 14)
3. Optionally, a Slack channel and/or Google Sheets URL for output

**Example:** "Review my default pipeline. Flag deals stalled for 10+ days. Post to #revenue-team."

## Context

### What to Analyze

**Deal velocity signals:**
- Days in current stage vs. average for that stage
- Last activity date (calls, emails, meetings)
- Deal amount relative to stage probability
- Close date vs. today (overdue deals)

**Risk categories:**
- Stalled: No stage movement in X+ days
- Overdue: Close date has passed but deal is still open
- No activity: No logged communications in 7+ days
- Slipping: Close date pushed back more than once

### Audit Strategy

1. List pipeline stages to understand deal flow
2. Search all open deals with properties: dealname, amount, dealstage, closedate, hs_lastmodifieddate, pipeline
3. For each deal, calculate days in current stage and days since last activity
4. Categorize deals as healthy, at-risk, or stalled
5. Export full breakdown to Google Sheets
6. Send top-level summary to Slack

### What Counts as a Valid Result

- Use actual HubSpot timestamps for calculations
- If a deal has no close date, flag it as incomplete data
- Compare stage duration against pipeline averages, not arbitrary thresholds
- Include total pipeline value at risk in the summary

## Output

**Pipeline Health Summary:**

**Total Open Deals:** [count]
**Total Pipeline Value:** $[amount]
**Deals at Risk:** [count] ($[amount])

---

**Stalled Deals (No Movement in [X]+ Days):**

| Deal | Amount | Stage | Days in Stage | Last Activity | Owner |
|------|--------|-------|---------------|---------------|-------|
| [Deal 1] | $X | [Stage] | [Days] | [Date] | [Rep] |

---

**Overdue Deals (Past Close Date):**

| Deal | Amount | Close Date | Days Overdue | Stage |
|------|--------|------------|--------------|-------|
| [Deal 1] | $X | [Date] | [Days] | [Stage] |

---

**Healthy Deals:**

| Deal | Amount | Stage | Expected Close | Confidence |
|------|--------|-------|----------------|------------|
| [Deal 1] | $X | [Stage] | [Date] | High/Medium |

---

**Recommended Actions:**

1. [Deal]: [Specific next step]
2. [Deal]: [Specific next step]

**Pipeline exported to Google Sheets. Summary posted to Slack.**
```

## Related reading
- [Hubspot Deal Pipeline Management](https://cotera.co/articles/hubspot-deal-pipeline-management.md)
- [AI Email Finder Sales Prospecting](https://cotera.co/articles/ai-email-finder-sales-prospecting.md)
- [AI Sales Call Notes Crm](https://cotera.co/articles/ai-sales-call-notes-crm.md)