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Closed-lost deals excluded from active forecast rollup

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.

2 steps
Per-hub plans: also Marketing Hub Professional

On per-hub plans, one of its steps belongs to another subscription: remove from static list needs Marketing Hub Professional. Both are required to build it as written. On seat pricing the edition covers both.

Updated for HubSpot seat pricing
OutcomeThe moment a deal closes lost, it drops out of the active-forecast static list and any "included in forecast" flag clears, so a dashboard or export built on list membership does not keep counting it after the fact.
Workflow mapdeal-hygiene-045
Deal stage becomes Closed Lost leads to Remove from Active forecast static list. Remove from Active forecast static list leads to Set Excluded From Forecast Rollup = true. Deal stage becomes Closed Lost Remove from Active forecast static list Set Excluded From Forecast Rollup = true
Deal stage becomes Closed Lost leads to Remove from Active forecast static list. Remove from Active forecast static list leads to Set Excluded From Forecast Rollup = true. Deal stage becomes Closed Lost Remove from Active forecast static list Set Excluded From Forecast Rollup = true

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

When to use it, when not to

Use it

  • Use it if any report, dashboard, or export in your portal reads from static list membership rather than filtering live on Deal stage, list membership does not update itself just because a deal's stage changed.
  • Use it together with deal-hygiene-039's quarter-end snapshot, a deal captured mid-quarter and then lost before the next snapshot should not still read as "active" in whatever downstream view consumes that snapshot.
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Skip it

  • Do not build this if every forecast view in your portal already filters live on Deal stage directly (excluding Closed Lost natively), in that case there is no static list to maintain and this fiche adds nothing.
  • Do not confuse this with deal-hygiene-005's forecast category field, that fiche sets a category label on every stage change, this fiche specifically manages list membership for tools that need it.
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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 · 2 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 · 3 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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