Funnel-shaped view of open-deal $ stacked at each stage. Bulges signal stage stagnation.
At a glance
Pipeline Value broken down by deal stage. The shape inside the headline number; bulges flag stage-stagnation, thinning at later stages flag mid-funnel leakage. Pulled from/crm/v3/objects/dealsgrouped bydealstage, with stage metadata from/crm/v3/pipelines/deals.
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
The same B2B SaaS company from Total Pipeline ($1.45M open). Reading on 14 Apr 26 with two pipelines combined:
Five things this picture reveals:
- Decision-Maker Bought-In is bulging at $132k average age 41 days. Bought-in stage usually moves to Contract Sent within 14-21 days. 41-day average age means deals are getting stuck waiting for procurement / legal. Audit HS06 surfaces stuck-deal counts. The pipeline figure here looks healthy; the age figure tells the truer story.
- Contract Sent at 32-day average age is the procurement-drag canary. Contract Sent should clear in 14 days for SMB B2B, 30 days for mid-market, 60 days for enterprise. 32 days suggests mid-market deals stuck in legal review; the value at risk is 86k of expected closed-won is sitting at the threshold.
- Renewal Open carries 42% of total pipeline (1,452k). Renewals have higher probability (70%) and shorter average age (18 days) than new business stages, so the weighted forecast leans heavily on renewals landing on time. A renewal-heavy portal with new-business slipping is the slow death of B2B SaaS; pair with New-vs-Renewal MRR split.
- Qualified to Buy at 22-day average is the longest top-of-funnel stage. Qualified deals should move within 7-10 days for healthy SDR-to-AE handoff. 22 days indicates AEs prioritising later-stage deals over fresh qualifications. This is normal in a strong-pipeline quarter but creates a 30-60 day pipeline shortfall later.
- Appointment Scheduled at $84k (20% probability, 8 days age) is the leading indicator. Top-of-funnel volume here drives Qualified-to-Buy in 14 days. A drop in this bar is a 60-90-day forecast risk; a rise is a green light. Pair with
New Contacts (period)andMQL volumefor the upstream story.
Sibling cards merchants should reference together
By-stage view is most useful read alongside age and conversion siblings:Reconciling against the vendor’s own dashboard
Where to look in HubSpot: The closest native view is the deal board itself, broken down by stage:HubSpot → Sales → Deals → Board view (each stage column header shows total value + deal count) HubSpot → Reports → Sales analytics → Pipeline analytics (Stage-summary tab)The board’s column-header amounts, summed across all visible pipelines, should match this card stage-for-stage to within a few thousand. Why our number may legitimately differ from HubSpot’s:
Cross-connector reconciliation:
Known limitations / merchant FAQs
Why is my deal pipeline number different from my dashboard? This card decomposes Total Pipeline by stage. Stage totals sum to the headline. If they do not, three usual causes: (a) currency conversion drift (multi-currency portals), (b) sync lag, (c) UI permission filtering on the dashboard. The most-common one-line cause is currency conversion timing. Why do two of my pipelines have stages with the same name but appear separately? HubSpot allows two pipelines to define identically-labelled stages. The card groups bydealstage ID (unique per pipeline), not label, so they show as separate rows. To merge, set up identical stages in HubSpot using the pipeline-clone feature so the underlying IDs propagate.
A new pipeline I created is not showing, why?
Newly-created pipelines need 1-2 sync cycles to flow into Vortex IQ’s index (typically <30 minutes). If after an hour it still does not appear, check that pipeline visibility includes API access in HubSpot Settings → Pipelines.
Why does my pipeline figure not include weighted probability?
This card is intentionally unweighted, the shape of the funnel matters independent of probability. The Win Rate by Stage card shows historical conversion at each stage; multiply for weighted view.
List-segment lag, how does it affect deal stages?
List-membership lag does not affect deal stages directly. Deal stage is a property on the deal object, set by reps or workflows. List-trigger workflows that move deal stages will lag behind list-membership refresh by up to 15 minutes; otherwise stage moves are instant.
Multi-portal aggregation, can I see deals across all my portals?
No. One card per portal because pipeline configurations are portal-specific. Stage IDs and probabilities differ across portals, aggregation would mix incomparable buckets.
Lifecycle-stage backfill, does it touch this card?
No. Lifecycle stage is on the contact object, not the deal object. Pipeline by stage is purely deal-side. The exception: if a workflow uses lifecycle-stage as a deal-creation trigger, lifecycle changes can create new deals which then appear in early stages here.
Today-volatility, why does the shape look different at 09:00 vs 17:00?
Reps work the funnel during business hours: qualifying contacts (creating new Appointment Scheduled deals), moving deals between stages, and closing-out at end of day. The funnel shape is most accurate read at the same hour each day, typically 17:00 or 18:00 portal-local.
Why is my deal pipeline number different from my dashboard playbook?
The dashboard playbook may include closedwon deals as the right-most “Closed” column; this card excludes closedwon. To see closed-won totals, look at the Pipeline-vs-Realised cross-platform card or HubSpot’s Sales analytics report.