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Weighted pipeline value property (amount x probability)

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: Sales Hub Professional.

Deal7 stepsUpdated for HubSpot seat pricing
OutcomeDeals get a Weighted Value Tier label combining probability and deal size, giving sales leadership a quick segmentation for pipeline reviews without asking a workflow to multiply two properties, which HubSpot workflows cannot do.
Workflow mapdeal-hygiene-025
Amount and probability known leads to Amount greater than 30000?. Amount greater than 30000? leads to yes: Probability greater than 50?; no: Probability greater than 50?. Probability greater than 50? leads to yes: Tier = high-value-high-probability; no: Tier = high-value-low-probability. Probability greater than 50? leads to yes: Tier = low-value-high-probability; no: Tier = low-value-low-probability. yes yes no no yes no Amount and probability known Amount greater than 30000? Probability greater than 50? Probability greater than 50? Tier = high-value- high-probability Tier = high-value- low-probability Tier = low-value-high- probability Tier = low-value-low- probability
Amount and probability known leads to Amount greater than 30000?. Amount greater than 30000? leads to yes: Probability greater than 50?; no: Probability greater than 50?. Probability greater than 50? leads to yes: Tier = high-value-high-probability; no: Tier = high-value-low-probability. Probability greater than 50? leads to yes: Tier = low-value-high-probability; no: Tier = low-value-low-probability. yes yes no no yes no Amount and probability known Amount greater than 30000? Probability greater than 50? Tier = high-value-high-probability Tier = high-value-low-probability Probability greater than 50? Tier = low-value-high-probability Tier = low-value-low-probability

When to use it, when not to

Use it

  • Use it once deal-hygiene-011's stage-to-probability mapping is already running, this fiche reads that value.
  • Use it as a segmentation label for list views and dashboards, not as a substitute for the exact dollar weighted-pipeline figure.
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Skip it

  • Do not expect an actual "amount times probability" number out of this fiche. HubSpot workflow actions do not support arithmetic between two properties, the same limitation documented in deal-hygiene-011 and deal-hygiene-014. The literal multiplied figure needs an Data Hub calculated property or a custom coded action, both outside Sales Hub Professional.
  • Do not build this if the native Forecast tool already gives sales leadership the rollup number they need at the team or rep level. That tool already computes a true weighted total, just not as a per-deal property.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 3 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 · 7 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 · 6 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, code

The properties JSON creates the fields in one call. The workflow JSON documents the build. The custom coded action ships as a ready-to-paste .js file.

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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