> ## 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. # Deal Pipeline by Stage, HubSpot > Deal Pipeline by Stage: funnel-shaped view of open-deal $ stacked at each stage. Bulges signal stage stagnation. 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) > 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/deals` grouped by `dealstage`, with stage metadata from `/crm/v3/pipelines/deals`. | | | | ------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | **What it counts** | `SUM(amount_in_home_currency) GROUP BY dealstage` across all open deals. Excludes `closedwon` and `closedlost`. | | **HubSpot Hub scope** | Sales Hub. Pipelines and stages live on the `dealstage` property and `/crm/v3/pipelines/deals` resource. | | **Stage labelling** | Uses HubSpot's stage-display labels. Two pipelines with a stage labelled "Qualified to Buy" appear as two distinct rows; the card groups by `dealstage` ID, not label. | | **Stage probability** | Each stage carries a `metadata.probability` (0.0 to 1.0) set in pipeline configuration. This card surfaces probability per stage but does not weight the bar. | | **Custom pipelines** | Supported. A portal with separate New-Business, Renewal, and Expansion pipelines sees stages from all three. To filter, use a per-pipeline drill-down. | | **Stage ordering** | Reflects HubSpot's `displayOrder`. Stages are shown left-to-right (or top-to-bottom) in funnel order. | | **Deal age within stage** | Not factored in. A deal sitting in "Qualified to Buy" for 90 days shows up in the same bucket as one sitting there for 1 hour. The Deals Stuck >30d card surfaces the age dimension. | | **Currency** | Home-currency-normalised (`amount_in_home_currency`). | | **Time window** | `RT`, real-time read on every dashboard load. Pipeline shape is a stock figure. | | **Alert trigger** | None at the card level. Stage-specific alerts (Win Rate by Stage \<20%, Deals Stuck >30d) are tracked on dedicated cards. | | **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 The same B2B SaaS company from Total Pipeline (\$1.45M open). Reading on 14 Apr 26 with two pipelines combined: | Stage (display order) | Open deals | Sum amount | Probability | Avg deal age (days) | | ------------------------ | ---------- | --------------- | ----------- | ------------------- | | Appointment Scheduled | 42 | \$84,000 | 20% | 8 | | Qualified to Buy | 28 | \$168,000 | 40% | 22 | | Presentation Scheduled | 18 | \$144,000 | 60% | 14 | | Decision Maker Bought-In | 11 | \$132,000 | 80% | 41 | | Contract Sent | 6 | \$96,000 | 90% | 32 | | Renewal Open | 34 | \$612,000 | 70% | 18 | | Renewal Negotiation | 9 | \$216,000 | 85% | 24 | | **Total open pipeline** | **148** | **\$1,452,000** | | | Five things this picture reveals: 1. **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. 2. **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 $96k weighted to 90%, so $86k of expected closed-won is sitting at the threshold. 3. **Renewal Open carries 42% of total pipeline ($612k of $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. 4. **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. 5. **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)` and `MQL volume` for the upstream story. ## Sibling cards merchants should reference together By-stage view is most useful read alongside age and conversion siblings: | Card | Why pair it with Pipeline by Stage | | ---------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------- | | [Total Deal Pipeline Value](/nerve-centre/kpi-cards/hubspot/total-deal-pipeline-value) | The headline that this card decomposes. The shape inside the headline matters as much as the headline. | | [Win Rate by Stage](/nerve-centre/kpi-cards/hubspot/win-rate-by-stage) | The conversion lens. A bulge at a stage with low win rate is double trouble. | | [Average Deal Cycle](/nerve-centre/kpi-cards/hubspot/average-deal-cycle) | The velocity. Bulges combined with rising cycle time confirm stagnation; bulges with steady cycle time are normal volume swings. | | [Deals Stuck >30d](/nerve-centre/kpi-cards/hubspot/deals-stuck-in-stage-30d) | The age dimension this card lacks. Identifies which deals in each bulge are actually stuck. | | [Top 10 Deals by Amount](/nerve-centre/kpi-cards/hubspot/top-10-deals-by-amount) | The concentration check inside the bulge. If the bulge is one \$500k deal, that is a single-point-of-failure not a stage problem. | | [Deals Closing in Next 14 Days](/nerve-centre/kpi-cards/hubspot/deals-closing-in-next-14-days) | The shortlist version, useful when reading the right side of the funnel. | | [Pipeline-vs-Realised Revenue Gap](/nerve-centre/kpi-cards/hubspot/pipeline-vs-realised-revenue-gap) | The cross-platform reality check, did closed-won pipeline ever become commerce-platform revenue. | | [Stripe MRR](/nerve-centre/kpi-cards/stripe/monthly-recurring-revenue) | For SaaS, MRR delta should track Contract Sent and Decision Maker Bought-In stages over a 30-60 day rolling window. | ## 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](https://app.hubspot.com/sales/deals) (each stage column header shows total value + deal count) > [HubSpot → Reports → Sales analytics → Pipeline analytics](https://app.hubspot.com/reports-dashboard) (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:** | Reason | Direction | Why | | ----------------------- | ------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Pipeline visibility** | Theirs lower | The board shows pipelines the user has access to. Vortex IQ reads through portal-wide token. | | **Sync lag** | Ours lower for the most recent 5-15 minutes | Stage-changes hit the UI immediately; we trail by one sync cycle. | | **Currency conversion** | Either | Board view shows raw `amount` per deal currency; this card sums home-currency amounts. Multi-currency portals see drift equal to FX rate movements. | | **Stage merge** | Either | Two pipelines with stages of the same display name appear as two rows here. HubSpot's pipeline-analytics tile may merge same-name stages depending on view configuration. | | **Closed-stage filter** | Same | Both sides exclude closedwon and closedlost. | **Cross-connector reconciliation:** | Card | Expected relationship | What causes legitimate divergence | | ---------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------- | | [Pipeline-vs-Realised Revenue Gap](/nerve-centre/kpi-cards/hubspot/pipeline-vs-realised-revenue-gap) | Closed-won deals from later stages should approximate Stripe / Shopify revenue from the same customer emails | Annual prepays (one Stripe charge but recognised as MRR over 12 months), terms with delayed billing, refunds that hit Stripe but not HubSpot. | | [Stripe MRR](/nerve-centre/kpi-cards/stripe/monthly-recurring-revenue) | Decision-Maker Bought-In + Contract Sent stages weighted should approximate the next 30-day MRR delta | Annual prepays land as one-time Stripe charges, expansions land mid-month at proration. | ***
Documentation cross-reference (for agencies running multiple CRM platforms) Pipeline-by-stage is universal in Sales-CRM. Same shape on: * [`salesforce.sf_opportunity_by_stage`](/nerve-centre/salesforce/sf_opportunity_by_stage) (when added) * [`pipedrive.pd_pipeline_by_stage`](/nerve-centre/pipedrive/pd_pipeline_by_stage) (when added) Stage-bulge interpretation rules are platform-independent.
## 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 by `dealstage` 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. *** ### Tracked live in Vortex IQ Nerve Centre *Pipeline Value by Stage* 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.