HubSpot Pipeline Stage Monitor

Task

Query all pipelines and stages using @HubSpot/List Pipelines and @HubSpot/Get Pipeline StagesName it "HubSpot/Get Pipeline Stages" and call it with @HubSpot/Get Pipeline Stages, then pull deal data with @HubSpot/Search Deals and @HubSpot/Get DealName it "HubSpot/Get Deal" and call it with @HubSpot/Get Deal. Use @HubSpot/List AssociationsName it "HubSpot/List Associations" and call it with @HubSpot/List Associations to check contact coverage per deal. Analyze deal distribution across stages, calculate stage-to-stage velocity, identify bottleneck stages, flag stalled deals, and produce a formatted pipeline health report.

Example: Generate a full pipeline health report for my Sales pipeline showing stage distribution, velocity, and any deals stuck for 14+ days.

Input

The user will provide:

1. A pipeline name or ID (or "all pipelines")
2. Optionally, a stalled threshold in days (default: 14)
3. Optionally, a time period for velocity calculations (default: last 90 days)

Example: "Generate a pipeline health report for my Enterprise pipeline. Flag deals stalled for 10+ days."

Context

Pipeline Health Metrics

Stage distribution:

• Number of deals per stage
• Total and average deal value per stage
• Percentage of pipeline value in each stage
• Deals entering and leaving each stage this period

Deal velocity:

• Average days in each stage
• Stage-to-stage conversion rate
• Overall pipeline velocity (days from creation to close)
• Deals moving forward vs. backward

Bottleneck detection:

• Stages with above-average dwell time
• Stages with the most stalled deals
• Stages with the lowest conversion rate
• Stages where deals accumulate without progressing

Stalled deal alerts:

• Deals in the same stage for X+ days
• Deals with no activity in 7+ days
• Deals past their expected close date
• Deals with no associated contacts

Analysis Strategy

1. List all pipelines and their stages to understand the full deal flow
2. Search all open deals and pull their properties
3. For each deal, calculate days in current stage, total days open, and last activity date
4. Group deals by stage and compute distribution metrics
5. Calculate velocity: average time deals spend in each stage
6. Identify conversion rates between stages (using historical closed deals if available)
7. Flag bottleneck stages where deals pile up or stall
8. Flag individual stalled deals based on the user's threshold
9. Check association coverage for stalled deals
10. Compile everything into a structured report

What Counts as a Valid Result

• Use actual HubSpot timestamps for all calculations
• Distinguish between "stalled" (no stage movement) and "inactive" (no activity logged)
• If a pipeline has no historical closed deals, note that velocity data is limited
• Include both count and value distributions
• Weighted pipeline value should use stage probabilities if available

Output

Pipeline Health Report: [Pipeline Name]

Total Open Deals: [count] Total Pipeline Value: $[amount] Weighted Pipeline Value: $[amount] Average Deal Age: [days] Average Velocity (creation to close): [days]

---

Stage Distribution:

| Stage | Deals | Total Value | Avg Value | Avg Days in Stage | Conversion Rate | |-------|-------|-------------|-----------|-------------------|-----------------| | [Stage 1] | [count] | $[amount] | $[amount] | [days] | [X]% | | [Stage 2] | [count] | $[amount] | $[amount] | [days] | [X]% | | [Stage 3] | [count] | $[amount] | $[amount] | [days] | [X]% |

---

Bottleneck Stages:

| Stage | Avg Days | Pipeline Avg | Deals Stuck | Value at Risk | |-------|----------|-------------|-------------|---------------| | [Stage] | [days] | [avg days] | [count] | $[amount] |

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Stalled Deals ([X]+ Days in Stage):

| Deal | Amount | Stage | Days in Stage | Last Activity | Owner | Contacts | |------|--------|-------|---------------|---------------|-------|----------| | [Deal] | $X | [Stage] | [days] | [date] | [Rep] | [count] |

---

Velocity Summary:

• Fastest stage: [Stage] ([X] days avg)
• Slowest stage: [Stage] ([X] days avg)
• Biggest drop-off: [Stage A] → [Stage B] ([X]% conversion)
• Deals moving backward: [count]

---

Recommended Actions:

1. [Stage] bottleneck — [X] deals averaging [Y] days. Consider reviewing qualification criteria.
2. [Deal] ($X) — Stalled [Y] days in [Stage]. No activity since [date].
3. [Stage A] → [Stage B] drop-off — Only [X]% conversion. Investigate common blockers.