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Quarter-end pipeline snapshot property set (amount and stage captured on a fixed date)

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: Data Hub Professional.

Deal4 stepsUpdated for HubSpot seat pricing
OutcomeOn a fixed schedule at the end of each quarter, every open deal gets its amount and stage frozen into snapshot properties, so quarter-over-quarter pipeline comparisons do not get overwritten by later edits to the live fields.
Workflow mapreporting-alerts-031
Scheduled trigger: quarter end, 18:00 leads to Enrollment: open deals across pipelines. Enrollment: open deals across pipelines leads to Set snapshot_amount_q_end = current amount. Set snapshot_amount_q_end = current amount leads to Set snapshot_stage_q_end = current stage. Set snapshot_stage_q_end = current stage leads to Set snapshot_date = today. Scheduled trigger: quarter end, 18:00 Enrollment: open deals across pipelines Set snapshot_amount_q_end = current amount Set snapshot_stage_q_end = current stage Set snapshot_date = today
Scheduled trigger: quarter end, 18:00 leads to Enrollment: open deals across pipelines. Enrollment: open deals across pipelines leads to Set snapshot_amount_q_end = current amount. Set snapshot_amount_q_end = current amount leads to Set snapshot_stage_q_end = current stage. Set snapshot_stage_q_end = current stage leads to Set snapshot_date = today. Scheduled trigger: quarter end, 18:00 Enrollment: open deals across pipelines Set snapshot_amount_q_end = current amount Set snapshot_stage_q_end = current stage Set snapshot_date = today

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 when finance or RevOps needs a point-in-time pipeline value that survives later amount or stage changes on the same deal.
  • Use it to build a trend report of pipeline composition across quarters without exporting a manual snapshot each time.
Read more on when to use itShow less

Skip it

  • Do not use it if the portal already exports pipeline snapshots through a data warehouse or BI tool on a schedule. That is a cleaner source of truth than CRM properties for historical trend analysis.
  • Do not use it on a portal with only one pipeline stage in active use. A quarter-end freeze adds little when the field barely changes.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 5 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 · 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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