> ## Documentation Index > Fetch the complete documentation index at: https://docs.vortexiq.ai/llms.txt > Use this file to discover all available pages before exploring further. # Deals Closing This Month, HubSpot > Open-deal value with closedate in current calendar month. Real-time forecast. How to read it, why it matters, and how to act on it. **Metrics type:** [Key Metrics](/nerve-centre/overview#metrics-types-explained) • **Category:** [Email Marketing](/nerve-centre/connectors#connectors-by-type) > Open-deal value with closedate in current calendar month. Real-time forecast. ## At a glance > The forecast that drives the Monday-morning sales standup. Sum of `amount` across every open deal where `closedate` falls within the current calendar month. Updates in real time as reps push or pull dates and move stages. | | | | ---------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **What it counts** | `SUM(amount)` of open deals with `closedate >= start_of_current_month` AND `closedate <= end_of_current_month`. Excludes already-closed (`closedwon`, `closedlost`) deals. | | **HubSpot Hub scope** | Sales Hub. Pulls from `/crm/v3/objects/deals` filtered on `closedate`. | | **Forecast variants** | This card returns the unweighted sum. Probability-weighted forecast is exposed inside the deal-pipeline drill-down (sum of `amount × stage_probability`). Unweighted is the figure most B2B founders read for sandbagging buffer. | | **Calendar month boundary** | Aligned to the portal `account.timezone` setting. A US-Pacific portal reading on 1 May 26 at 02:00 PT shows the May figure even though UTC is already 09:00 1 May. | | **Already-closed deals from this month** | Excluded. Once a rep marks a deal `closedwon` or `closedlost`, it leaves this number. The Pipeline-vs-Realised cross-platform card surfaces actual closed-won totals. | | **Pulled / pushed deals** | Reflects current state. If a rep moves `closedate` from May to June this morning, the May figure drops by that deal's amount within one sync cycle. | | **Multi-pipeline aggregation** | All open pipelines combined (new-business, renewal, expansion). | | **Currency** | Home-currency-normalised via `amount_in_home_currency`. Multi-currency portals see one figure, FX-converted by HubSpot daily. | | **Time window** | `30D` (current calendar month). Re-baselines on the 1st of each month. | | **Alert trigger** | `drop >20% vs last month at the same day-of-month`. Tracks pacing rather than absolute. A 20% drop on the 14th compared with last month's 14th flags real slippage. | | **Roles** | owner, 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 B2B services agency with \$400k MRR running a single new-business pipeline. Reading this card on 14 Apr 26 (mid-month): | Stage | Open deals (closedate in April) | Sum amount | Stage probability | Weighted | | -------------------------------- | ------------------------------- | ------------- | ----------------- | ------------------ | | Appointment Scheduled | 4 | \$32,000 | 20% | \$6,400 | | Qualified to Buy | 6 | \$84,000 | 40% | \$33,600 | | Presentation Scheduled | 5 | \$96,000 | 60% | \$57,600 | | Decision Maker Bought-In | 3 | \$58,000 | 80% | \$46,400 | | Contract Sent | 2 | \$44,000 | 90% | \$39,600 | | **Total this card (unweighted)** | **20** | **\$314,000** | | \$183,600 weighted | Compared with last month at day 14: | Period | Day-14 figure | Final-month figure | | ------------------ | -------------------------------------- | --------------------------- | | April (this month) | $314,000 unweighted, $183,600 weighted | (forecast) | | March (last month) | $342,000 unweighted, $198,000 weighted | \$228,000 closed-won actual | | February | $298,000 unweighted, $172,400 weighted | \$204,500 closed-won actual | Five things this picture reveals: 1. **\$314k unweighted is 8.2% behind March's day-14 figure.** Below the 20% drop threshold, no alert. The shape is comparable; the team is on pace. 2. \*\*Probability-weighted forecast of $183.6k is the realistic ask for cash planning.** Historically, the agency closes around 75% of weighted forecast (March: $228k actual on $198k weighted = 115%; February: $204.5k on \$172.4k weighted = 119%). For the team this is sandbagging; for the CFO it is conservative book. 3. **$58k of the $96k Presentation Scheduled bucket is one deal.** Concentration at later stages amplifies single-deal risk. If that one deal slips to May, weighted forecast drops by $34.8k (60% × $58k), and the WoW alert may fire. 4. \*\*Contract Sent ($44k) is the most committed bucket.** 90% probability historically, so $39.6k is near-realised. But "Contract Sent" can stick for 30+ days at procurement-heavy enterprises; pair with `Deals Stuck >30d` to detect when deals are aging in the final stage. 5. \*\*The April unweighted is $0 different mid-month from the prior 30 days because day-14 is exactly half-way.** A 20% drop alert here is meaningful: if April day-14 fell to $237k while March hit \$342k, that signals real slippage (deals pushed into May or lost), not just timing noise. ## Sibling cards merchants should reference together This is the short-horizon sibling of Total Pipeline. Pair them: | Card | Why pair it with Deals Closing This Month | | ---------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | [Total Deal Pipeline Value](/nerve-centre/kpi-cards/hubspot/total-deal-pipeline-value) | The full-funnel view. This card is the slice with `closedate` in current month; that one is everything open. The ratio (this / total) is the "near-term concentration", a healthy ratio is 15-30% for a 90-day-cycle business. | | [Deals Closing in Next 14 Days](/nerve-centre/kpi-cards/hubspot/deals-closing-in-next-14-days) | The Monday-standup shortlist. Deals here that have not progressed in 7+ days flag the at-risk deals that may slip out of the month. | | [Average Deal Cycle](/nerve-centre/kpi-cards/hubspot/average-deal-cycle) | The velocity view. A growing month-end forecast with slowing cycle times is artificial, deals are stuck, not progressing. | | [Win Rate by Stage](/nerve-centre/kpi-cards/hubspot/win-rate-by-stage) | Provides the historical conversion rate. Apply it to current-month deals at each stage for a calibration check against the unweighted figure. | | [Pipeline Drop Alert](/nerve-centre/kpi-cards/hubspot/pipeline-drop-alert) | Surfaces the specific deals that caused a sudden contraction in this card. | | [Pipeline-vs-Realised Revenue Gap](/nerve-centre/kpi-cards/hubspot/pipeline-vs-realised-revenue-gap) | The cross-platform reality check. Closed-won from this card should approximate Stripe / Shopify revenue from the same primary-contact emails within 30 days. | | [Stripe MRR](/nerve-centre/kpi-cards/stripe/monthly-recurring-revenue) | For SaaS, the closed-won amount this month should approximate the Stripe MRR delta. | | [Top 10 Deals by Amount](/nerve-centre/kpi-cards/hubspot/top-10-deals-by-amount) | The concentration check, if 60%+ of this number is in 3 deals, single-deal slippage is your biggest forecast risk. | ## Reconciling against the vendor's own dashboard **Where to look in HubSpot:** Two native views give the closest comparison: > [HubSpot → Reports → Sales analytics → Deal forecast](https://app.hubspot.com/reports-dashboard) (filter "closedate" to current month, status = open) > [HubSpot → Sales → Deals → Board view → Forecast tab](https://app.hubspot.com/sales/deals) The deal-forecast tile per pipeline, summed across pipelines, should match this card to within a few thousand. **Why our number may legitimately differ from HubSpot's:** | Reason | Direction | Why | | -------------------------- | ------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Pipeline visibility** | Theirs lower | HubSpot's UI shows pipelines the user has access to. Vortex IQ reads through a portal token and sees all pipelines. | | **Sync lag** | Ours lower for the most recent 5-15 minutes | Reps moving deals between stages or pushing closedate update HubSpot in real time; Vortex IQ trails by one sync cycle. | | **Portal timezone vs UTC** | Boundary days off | The current-month definition uses portal timezone for boundary calculation. On the 1st of the month at midnight UTC, a US-Pacific portal still sees the prior month's data for a few hours. | | **Already-closed deals** | Ours lower | If a deal closed `closedwon` this morning with a `closedate` of 14 Apr 26, HubSpot's report may include it under "this month closed-won" while this card excludes it (only open). | | **Currency conversion** | Either | HubSpot's Forecast view shows raw `amount` per pipeline; this card sums home-currency amounts. Multi-currency portals see a divergence equal to FX shifts. | **Cross-connector reconciliation:** The most useful reconciliation is to actual realised revenue once the month closes. | Card | Expected relationship | What causes legitimate divergence | | ---------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | [Pipeline-vs-Realised Revenue Gap](/nerve-centre/kpi-cards/hubspot/pipeline-vs-realised-revenue-gap) | After month-end, closedwon \$ from this month should approximate Stripe / Shopify revenue from the same customer emails within 30 days | Annual prepays (one Stripe charge but recognised as MRR over 12 months), terms with delayed billing, refunds that hit Stripe but not HubSpot, contract amendments. | | [Stripe MRR](/nerve-centre/kpi-cards/stripe/monthly-recurring-revenue) | New-business closedwon ÷ 12 (for annual) should approximate the Stripe MRR delta this month | Annual prepays land as one-time Stripe charges; expansions land mid-month at proration. | | [Shopify Total Revenue](/nerve-centre/kpi-cards/shopify/total-revenue) | For commerce-attached B2B (sales-assisted DTC), closedwon should approximate high-AOV Shopify orders from sales-assisted customer emails | Self-serve checkouts never reach a HubSpot deal; coupon-driven orders may not match closedwon amount exactly. | ***
Documentation cross-reference (for agencies running multiple CRM platforms) Month-forecast is universal in Sales-CRM platforms. Same number on: * [`salesforce.sf_close_this_period`](/nerve-centre/salesforce/sf_close_this_period) (when added) * [`pipedrive.pd_won_this_month_open`](/nerve-centre/pipedrive/pd_won_this_month_open) (when added) The day-of-month pacing comparison is the cross-platform discipline.
## Known limitations / merchant FAQs **Why is my deal pipeline number different from my dashboard?** Three usual causes: (a) you are looking at one pipeline in the UI; this card sums all open pipelines. (b) HubSpot's Forecast view may show probability-weighted while this card is unweighted. (c) Permission filtering, your HubSpot user account may not see all pipelines, but Vortex IQ reads through a portal-wide token. **Why does this number drop on the 1st of every month?** Because the calendar-month window resets. Deals with `closedate` in the prior month leave this card and join the closed-won historical series. Combined with reps creating new deals for the current month, the number can drop 60-80% overnight. This is expected, not a bug. The pacing-vs-prior-month alert is the right way to spot real slippage. **How is this different from "Total Pipeline"?** Total Pipeline is everything open. This card is the slice with `closedate` falling in the current calendar month. A deal with `closedate` of 23 Sep 26 contributes to Total Pipeline today but not to this card until September. **Is this probability-weighted?** No, this card returns the unweighted sum. The weighted figure is computed alongside but exposed separately in the deal-pipeline drill-down. Most B2B founders prefer the unweighted figure for sandbagging. **Multi-portal aggregation, what does this show?** One card per portal. Vortex IQ does not aggregate forecasts across HubSpot portals because the same currency code may map to different home-currency rates per portal, and pipeline integrity matters more than aggregate convenience. **Today-volatility, why does this swing during the day?** Reps moving deals between stages, pushing close-dates, or marking deals closedwon / closedlost all update this number on the next sync. A 5-15% intra-day movement on an active sales day is normal. Outside business hours the number should be flat. **Why is the alert pacing-based and not absolute?** Because absolute month-over-month variation is high (May day-1 will be much lower than April day-30). Pacing comparison (this month at day-N vs last month at day-N) is the right discipline. Below 20% drop is the threshold; configurable per merchant. **Sequence enrolment vs send timing, does this affect deals?** No. Sequences are 1-to-1 outreach automations in Sales Hub, separate from deals. A sequence that emails 50 contacts does not create 50 deals. Deals are created manually or via deal-creation workflows. **Why is my deal pipeline number different from my CFO's spreadsheet?** Most CFO spreadsheets use HubSpot's CSV export at month-start, then manually subtract closed-won as the month progresses. This card is real-time. A 5-15% mid-month divergence between a static CFO view and this card is normal; the gap closes at month-end. *** ### Tracked live in Vortex IQ Nerve Centre *Deals Closing This Month* is one of hundreds of KPI pulses Vortex IQ tracks across HubSpot and 70+ other ecommerce connectors. Nerve Centre runs the detection layer; Vortex Mind investigates the cause when something moves; Ask Viq lets you interrogate any number in plain English. [Start for free](https://app.vortexiq.ai/login) or [book a demo](https://www.vortexiq.ai/contact-us) to see this metric running on your own data.