HubSpot Pipeline Health
Turn open deal data into a concise pipeline-health readout. Follow ../hubspot/SKILL.md for access, URLs, pagination, and write approvals.
Workflow
- Call
get_user_details and confirm deal read access.
- Clarify pipeline, owner/team, timeframe, and closed-deal inclusion. Default to open deals in the current quarter or next 90 days.
- Discover deal fields:
dealname, amount, dealstage, pipeline, closedate, owner, forecast, next step, last activity/contact.
- Use
get_properties for pipeline/stage/forecast enums, then search_crm_objects for open deals. Check total and page or segment large pipelines.
- Use
get_crm_objects for high-signal deals; use associatedWith for companies/contacts only when context changes the recommendation.
Risk And Output
Flag deals with past or near close dates, stale activity, missing owner/contact/next step, missing amount/stage/close date, late stage with weak recent touch, or stage concentration without clear next actions. State which signals were unavailable.
Return coverage, 2-4 executive takeaways, an at-risk deals table with URLs, pipeline hygiene patterns, recommended follow-ups, and caveats. Use manage_crm_objects only after the core confirmation table.
1---2name: hubspot-pipeline-health3description: Use when reviewing HubSpot pipeline health, forecasts, stale deals, slipping close dates, or open deal risks.4---56# HubSpot Pipeline Health78Turn open deal data into a concise pipeline-health readout. Follow [../hubspot/SKILL.md](../hubspot/SKILL.md) for access, URLs, pagination, and write approvals.910## Workflow11121. Call `get_user_details` and confirm deal read access.132. Clarify pipeline, owner/team, timeframe, and closed-deal inclusion. Default to open deals in the current quarter or next 90 days.143. Discover deal fields: `dealname`, `amount`, `dealstage`, `pipeline`, `closedate`, owner, forecast, next step, last activity/contact.154. Use `get_properties` for pipeline/stage/forecast enums, then `search_crm_objects` for open deals. Check `total` and page or segment large pipelines.165. Use `get_crm_objects` for high-signal deals; use `associatedWith` for companies/contacts only when context changes the recommendation.1718## Risk And Output1920Flag deals with past or near close dates, stale activity, missing owner/contact/next step, missing amount/stage/close date, late stage with weak recent touch, or stage concentration without clear next actions. State which signals were unavailable.2122Return coverage, 2-4 executive takeaways, an at-risk deals table with URLs, pipeline hygiene patterns, recommended follow-ups, and caveats. Use `manage_crm_objects` only after the core confirmation table.
ConcertoNotes