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Deal aging bucket property (0-30 / 31-60 / 61-90+ days open)

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.

Deal8 stepsUpdated for HubSpot seat pricing
OutcomeEvery open deal carries a live aging bucket, 0-30, 31-60, or 61-90+ days since creation, so a list view or dashboard can segment the pipeline by age without anyone computing days-open by hand.
Workflow mapdeal-hygiene-042
Deal created, open leads to Set bucket = 0-30 days. Set bucket = 0-30 days leads to Delay until create date + 30 days. Delay until create date + 30 days leads to Deal closed by now?. Deal closed by now? leads to yes: Exit; no: Set bucket = 31-60 days. Set bucket = 31-60 days leads to Delay until create date + 60 days. Delay until create date + 60 days leads to Deal closed by now?. Deal closed by now? leads to yes: Exit; no: Set bucket = 61-90-plus days. yes no yes no Deal created, open Set bucket = 0-30 days Delay until create date + 30 days Deal closed by now? Exit Set bucket = 31-60 days Delay until create date + 60 days Deal closed by now? Exit Set bucket = 61-90-plus days
Deal created, open leads to Set bucket = 0-30 days. Set bucket = 0-30 days leads to Delay until create date + 30 days. Delay until create date + 30 days leads to Deal closed by now?. Deal closed by now? leads to yes: Exit; no: Set bucket = 31-60 days. Set bucket = 31-60 days leads to Delay until create date + 60 days. Delay until create date + 60 days leads to Deal closed by now?. Deal closed by now? leads to yes: Exit; no: Set bucket = 61-90-plus days. yes no yes no Deal created, open Set bucket = 0-30 days Delay until create date + 30 days Deal closed by now? Exit Set bucket = 31-60 days Delay until create date + 60 days Deal closed by now? Exit Set bucket = 61-90-plus days

When to use it, when not to

Use it

  • Use it when pipeline reviews need a quick "how much of our pipeline is getting old" view and the native deal age is not already surfaced the way the team wants it.
  • Use it alongside deal-hygiene-021's days-in-current-stage tracker, the two answer different questions: this fiche measures total time open since creation, deal-hygiene-021 measures time in the current stage specifically.
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Skip it

  • Do not use it if the native Time in current stage or a similar built-in metric already available in list views and reports covers this need (check in your portal: exact native properties or report types your portal exposes for deal age, some of this may already exist without a custom build).
  • Do not expect a live day-count number out of this fiche, workflows do not do arithmetic between "today" and a date property, this fiche produces a bucket label at defined checkpoints, not a continuously updating number of days.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 2 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 · 8 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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