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Quarter-end forecast snapshot 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: Sales Hub Professional.

Deal4 stepsUpdated for HubSpot seat pricing
OutcomeEvery open deal gets its amount, stage, and probability captured into snapshot properties on the last day of each quarter, so a quarter-over-quarter forecast comparison exists without exporting the pipeline by hand every time.
Workflow mapdeal-hygiene-039
Scheduled quarter-end run, deal still open leads to Copy Amount to Quarter End Amount Snapshot. Copy Amount to Quarter End Amount Snapshot leads to Copy Deal stage to Quarter End Stage Snapshot. Copy Deal stage to Quarter End Stage Snapshot leads to Copy Deal Probability to Quarter End Probability Snapshot. Copy Deal Probability to Quarter End Probability Snapshot leads to Set Last Snapshot Date to today. Scheduled quarter-end run, deal still open Copy Amount to Quarter End Amount Snapshot Copy Deal stage to Quarter End Stage Snapshot Copy Deal Probability to Quarter End Probability Snapshot Set Last Snapshot Date to today
Scheduled quarter-end run, deal still open leads to Copy Amount to Quarter End Amount Snapshot. Copy Amount to Quarter End Amount Snapshot leads to Copy Deal stage to Quarter End Stage Snapshot. Copy Deal stage to Quarter End Stage Snapshot leads to Copy Deal Probability to Quarter End Probability Snapshot. Copy Deal Probability to Quarter End Probability Snapshot leads to Set Last Snapshot Date to today. Scheduled quarter-end run, deal still open Copy Amount to Quarter End Amount Snapshot Copy Deal stage to Quarter End Stage Snapshot Copy Deal Probability to Quarter End Probability Snapshot Set Last Snapshot Date to today

When to use it, when not to

Use it

  • Use it if sales leadership wants to compare "what did we think Q3 forecast looked like on September 30" against how deals actually resolved, without relying on a report someone manually saved that day.
  • Use it as a snapshot mechanism only, this fiche does not build the comparison report itself, it produces the data a report or export can later read.
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Skip it

  • Do not use this if your portal has the native Forecast tool's historical view already covering this need at the team level, check first, this fiche is for a per-deal record of the snapshot, not a replacement for team-level forecast history.
  • Do not treat the snapshot date as exact to the minute, calendar-quarter boundaries are not something a standard filter-based workflow evaluates on its own, see 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 · 4 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 · 2 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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