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Stage-skip detection (deal jumped stages)

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.

Deal6 stepsUpdated for HubSpot seat pricing
OutcomeA deal that jumps more than one stage forward in a single move gets flagged, so pipeline reports stop assuming every deal actually passed through discovery, demo, and proposal.
Workflow mapdeal-hygiene-032
Deal stage changes leads to Previous Stage Snapshot unknown?. Previous Stage Snapshot unknown? leads to yes: Set snapshot to current stage, exit; no: Snapshot to current stage skips one or more stages?. Snapshot to current stage skips one or more stages? leads to yes: Set Stage Skip Flag = true; no: Set Stage Skip Flag = false. Set Stage Skip Flag = true leads to Update Previous Stage Snapshot to current stage. Set Stage Skip Flag = false leads to Update Previous Stage Snapshot to current stage. yes no yes no Deal stage changes Previous Stage Snapshot unknown? Set snapshot to current stage, exit Snapshot to current stage skips one or more stages? Set Stage Skip Flag = true Set Stage Skip Flag = false Update Previous Stage Snapshot to current stage
Deal stage changes leads to Previous Stage Snapshot unknown?. Previous Stage Snapshot unknown? leads to yes: Set snapshot to current stage, exit; no: Snapshot to current stage skips one or more stages?. Snapshot to current stage skips one or more stages? leads to yes: Set Stage Skip Flag = true; no: Set Stage Skip Flag = false. Set Stage Skip Flag = true leads to Update Previous Stage Snapshot to current stage. Set Stage Skip Flag = false leads to Update Previous Stage Snapshot to current stage. yes no yes no Deal stage changes Previous Stage Snapshot unknown? Set snapshot to current stage, exit Snapshot to current stage skips one or more stages? Set Stage Skip Flag = true Set Stage Skip Flag = false Update Previous Stage Snapshot to current stage

When to use it, when not to

Use it

  • Use it when reps sometimes drag a deal straight to Negotiation or Closed Won to save time, skipping the stages that are supposed to capture qualification data along the way.
  • Use it to catch data-entry shortcuts, not to block them, this fiche flags after the fact, it does not stop the stage change.
Read more on when to use itShow less

Skip it

  • Do not use it on a pipeline with only two or three stages, a jump is barely meaningful when there is nothing to skip.
  • Do not treat every flagged deal as a problem. A deal correctly re-qualified after being restarted, or an inbound deal that genuinely closes fast, can legitimately skip stages.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 4 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 · 6 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 · 5 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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Read the free Deal hygiene spec

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