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Onboarding percent-complete calculated property

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Data Hub Professional.

Ticket3 stepsUpdated for HubSpot seat pricing
OutcomeAn onboarding ticket shows a single percent-complete number, driven by a checklist of milestone checkboxes, so CS managers and customers get one glance-able progress figure instead of reading through pipeline stage names.
Workflow mapcustomer-onboarding-026
A milestone checkbox changes leads to Onboarding Percent Complete recalculates. Onboarding Percent Complete recalculates leads to Percent = 100?. Percent = 100? leads to Yes: Set Onboarding Completion Date if not set; No: End, number itself is the deliverable. Yes No A milestone checkbox changes Onboarding Percent Complete recalculates Percent = 100? Set Onboarding Completion Date if not set End, number itself is the deliverable
A milestone checkbox changes leads to Onboarding Percent Complete recalculates. Onboarding Percent Complete recalculates leads to Percent = 100?. Percent = 100? leads to Yes: Set Onboarding Completion Date if not set; No: End, number itself is the deliverable. Yes No A milestone checkbox changes Onboarding Percent Complete recalculates Percent = 100? Set Onboarding Completion Date if not set End, number itself is the deliverable

When to use it, when not to

Use it

  • Use it when onboarding has a fixed, known set of milestones per ticket (for example: kickoff done, data migrated, training complete, go-live) that apply consistently across customers.
  • Use it alongside customer-onboarding-011 (pipeline-stage milestone tracking), this fiche adds a numeric progress figure on top of, not instead of, the stage-based tracking.
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Skip it

  • Do not use it if milestones vary significantly by customer (a different checklist per plan tier), a single flat formula will not represent progress fairly, build a plan-tier-specific version instead.
  • Do not use it if calculated properties are not available on your subscription, use the workflow-only fallback in Known pitfalls.
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The rest of this spec

Prerequisites · 5 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 3 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 5

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 4 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV

The properties JSON creates the fields in one call. The workflow JSON documents the build.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

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