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Weekly Slack digest: top 5 open deals by amount (pipeline visibility snapshot)

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.

Deal2 stepsUpdated for HubSpot seat pricing
OutcomeOnce a week, the sales channel gets one message listing the five largest open deals by amount, so pipeline concentration is visible without opening a report.
Workflow mapreporting-alerts-029
Weekly schedule: Monday 08:00 leads to Report renders: top 5 open deals by amount. Report renders: top 5 open deals by amount leads to Includes stage and owner per deal. Includes stage and owner per deal leads to Email sent to Slack channel inbound address. Weekly schedule: Monday 08:00 Report renders: top 5 open deals by amount Includes stage and owner per deal Email sent to Slack channel inbound address
Weekly schedule: Monday 08:00 leads to Report renders: top 5 open deals by amount. Report renders: top 5 open deals by amount leads to Includes stage and owner per deal. Includes stage and owner per deal leads to Email sent to Slack channel inbound address. Weekly schedule: Monday 08:00 Report renders: top 5 open deals by amount Includes stage and owner per deal Email sent to Slack channel inbound address

When to use it, when not to

Use it

  • Use it for a recurring pulse on which deals represent the largest share of open pipeline, useful heading into a forecast or pipeline review meeting.
  • Use it to prompt a manager check-in on the handful of deals that would move the needle most if they slipped or closed.
Read more on when to use itShow less

Skip it

  • Do not use it as a substitute for a full pipeline report with stage, close date, and probability. This digest is a size-ranked snapshot only.
  • Do not use it on a portal with very few open deals total, fewer than five. At that point the whole pipeline is worth reviewing directly rather than a top-5 framing.
Read more on when to skip itShow less

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 · 2 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 4

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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