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Manual probability override flagged for review

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.

Deal5 stepsUpdated for HubSpot seat pricing
OutcomeWhen a rep manually sets Deal Probability (Custom) to a value that does not match deal-hygiene-011's stage-based mapping, the deal gets flagged for a manager's review, so forecast rollups do not quietly absorb an unexplained override.
Workflow mapdeal-hygiene-044
Deal Probability (Custom) changes, not yet reviewed leads to Matches expected value for current stage?. Matches expected value for current stage? leads to no, mismatch: Set Probability Override Flag = true; yes, matches: Set Probability Override Flag = false, exit. Set Probability Override Flag = true leads to Notify manager. Notify manager leads to Create review task for manager. no, mismatch yes, matches Deal Probability (Custom) changes, not yet reviewed Matches expected value for current stage? Set Probability Override Flag = true Set Probability Override Flag = false, exit Notify manager Create review task for manager
Deal Probability (Custom) changes, not yet reviewed leads to Matches expected value for current stage?. Matches expected value for current stage? leads to no, mismatch: Set Probability Override Flag = true; yes, matches: Set Probability Override Flag = false, exit. Set Probability Override Flag = true leads to Notify manager. Notify manager leads to Create review task for manager. no, mismatch yes, matches Deal Probability (Custom) changes, not yet reviewed Matches expected value for current stage? Set Probability Override Flag = true Set Probability Override Flag = false, exit Notify manager Create review task for manager

When to use it, when not to

Use it

  • Use it once deal-hygiene-011 is live and reliably setting probability by stage, this fiche exists to catch deviations from that mapping.
  • Use it as a review trigger, not a block, a rep may have a legitimate reason to override probability for a specific deal, this fiche surfaces the override, it does not reverse it.
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Skip it

  • Do not use it if reps are expected to freely adjust probability as part of normal forecasting judgment, in that case an override is the intended workflow, not an exception, and this fiche will generate constant noise.
  • Do not use it without first documenting the stage-to-probability mapping the same way deal-hygiene-011 does, this fiche's detection logic depends on knowing exactly what "expected" looks like for each stage.
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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 · 5 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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