deal-tracking

Monitors deal progression through pipeline stages in HubSpot or Salesforce. Tracks deal values, close dates, win probabilities, and stalled opportunities. Generates pipeline reports with revenue forec

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Deal Tracking

Track deal progress, pipeline stages, and revenue forecasts across your CRM.

Integrations: HubSpot, Salesforce

When to Use

  • The user wants a pipeline overview or revenue forecast
  • Deals need to be monitored for stalls or missed follow-ups
  • The user mentions "deal tracking", "pipeline", or "forecast"

Steps

Step 1: Pull Pipeline Data

Query CRM for all active deals with stage, value, and close date.

Step 2: Analyze Pipeline Health

Identify stalled deals, overdue tasks, and deals with low activity.

Step 3: Generate Forecast

Calculate weighted pipeline value and project revenue by close date.

Output

Deliver:

  • Pipeline summary with deal counts and values by stage
  • Stalled deal alerts with recommended actions
  • Revenue forecast for the selected period

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