The Workflow Library

Library / Deal hygiene / deal-hygiene-025

Weighted pipeline value property (amount x probability)

Deal hygieneDealSales Hub ProfessionalIntermediate~35 min to buildFull spec

Outcome. Deals 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 map Enrollment, branches and actions at a glance deal-hygiene-025
flowchart TD
    A[Amount and probability known] --> B{Amount greater than 30000?}
    B -->|yes| C{Probability greater than 50?}
    C -->|yes| D[Tier = high-value-high-probability]
    C -->|no| E[Tier = high-value-low-probability]
    B -->|no| F{Probability greater than 50?}
    F -->|yes| G[Tier = low-value-high-probability]
    F -->|no| H[Tier = low-value-low-probability]
action or delay branch public on every spec, paid or not

When to use it, when not to

  • UseUse it once deal-hygiene-011's stage-to-probability mapping is already running, this fiche reads that value.
  • UseUse it as a segmentation label for list views and dashboards, not as a substitute for the exact dollar weighted-pipeline figure.
  • SkipDo 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.
  • SkipDo 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.
The preview ends here. Six sections are in the library. counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.3 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.7 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.5 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build, and the custom coded action ships as a ready-to-paste .js file.PDF, Markdown, JSON, code
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
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