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Renewal forecast rollup property for finance reporting

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 renewal deal carries a weighted forecast number and a clear reporting flag, so a finance dashboard can sum a consistent field across all renewal deals instead of every rep interpreting probability differently.
Workflow maprenewal-expansion-040
Deal Type = Renewal, deal open leads to Amount and Renewal Probability Score both known?. Amount and Renewal Probability Score both known? leads to Yes: Set Include In Renewal Forecast Report = true; No: Set Include In Renewal Forecast Report = false. Set Include In Renewal Forecast Report = false leads to Notify owner: missing forecast inputs. Yes No Deal Type = Renewal, deal open Amount and Renewal Probability Score both known? Set Include In Renewal Forecast Report = true Set Include In Renewal Forecast Report = false Notify owner: missing forecast inputs
Deal Type = Renewal, deal open leads to Amount and Renewal Probability Score both known?. Amount and Renewal Probability Score both known? leads to Yes: Set Include In Renewal Forecast Report = true; No: Set Include In Renewal Forecast Report = false. Set Include In Renewal Forecast Report = false leads to Notify owner: missing forecast inputs. Yes No Deal Type = Renewal, deal open Amount and Renewal Probability Score both known? Set Include In Renewal Forecast Report = true Set Include In Renewal Forecast Report = false Notify owner: missing forecast inputs

When to use it, when not to

Use it

  • Use it once renewal-expansion-022's Renewal Probability Score already exists on renewal deals; this fiche multiplies that score by the deal amount to produce a single weighted forecast number.
  • Use it to feed a HubSpot report or dashboard that sums Weighted Renewal Forecast across a saved view of open Renewal deals; the actual company-wide or period rollup happens in that report, not inside this workflow. A workflow acts on one record at a time, it cannot sum many records into a single output.
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Skip it

  • Do not use it if Renewal Probability Score is not yet populated across renewal deals; the calculation has nothing meaningful to weight against.
  • Do not present Weighted Renewal Forecast as a GAAP-compliant revenue recognition figure; it is an internal pipeline planning number built from two CRM fields, not an accounting output.
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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 · 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 · 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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