Platform module
Deal & Pipeline Health
19 automated checks to find stale deals, stage regression, cycle time anomalies, and pipeline configuration gaps.
Audit results
19 checks · live
Missing close dates
142 open deals have no expected close date.
Stale deal detection (90+ days)
37 open deals haven't had any activity in 90+ days.
Single-threaded deal detection
61% of deals over $50K have only one associated contact.
+16 more findings
Why does deal and pipeline hygiene matter?
Your pipeline is only as reliable as the data behind it. Deals without close dates break forecasting. Stale opportunities inflate pipeline value. Unowned deals mean nobody is accountable. Stage-skipping hides process breakdowns that compound over time.
Sample findings
Examples from a real deal & pipeline audit
Every check produces a finding with severity, an impact estimate, and a step-by-step fix.
Missing close dates
142 open deals have no expected close date.
Estimated Impact
$340K of pipeline excluded from forecasting and coverage math.
Solution
Set Close Date as a required property at deal creation.
Stale deal detection (90+ days)
37 open deals haven't had any activity in 90+ days.
Estimated Impact
$520K of stalled pipeline distorting coverage ratios.
Solution
Trigger a workflow to flag stale deals for sales review or auto-close-lost.
Single-threaded deal detection
61% of deals over $50K have only one associated contact.
Estimated Impact
Champion-departure risk on 28 enterprise opportunities.
Solution
Require 2+ contacts on deals above your enterprise threshold.
All 19 checks in this module
Featured findings above are 3 of the most impactful. Here's the complete list.
Questions
Deal & Pipeline audit questions
What is a HubSpot deal pipeline audit?
A deal pipeline audit checks whether the deals in your CRM are accurate enough to forecast from. It finds deals with no close date, deals that have not moved in months, deals with no owner, stage regression, and pipelines whose stages no longer match how the team actually sells. RevTrace runs 19 automated pipeline checks.
What counts as a stale deal in HubSpot?
A stale deal is an open deal with no activity or stage movement for longer than your typical cycle time — commonly 90 days for B2B SaaS. Stale deals matter because they inflate open pipeline value and skew forecast accuracy. RevTrace flags them by age against your own pipeline velocity rather than a fixed threshold.
Why is my HubSpot forecast inaccurate?
The most common causes are structural, not analytical: deals missing close dates are excluded from period forecasts entirely, stale deals inflate the total, and deals that skip stages make conversion rates meaningless. Fixing deal data quality usually moves forecast accuracy more than changing the forecast model.
What is a single-threaded deal?
A single-threaded deal is one associated with only one contact at the buying organization. In B2B SaaS these close at materially lower rates and collapse entirely if that person leaves. RevTrace flags open deals above a value threshold that have only one associated contact so you can multi-thread before the deal is at risk.
Deal & Pipeline module
19
automated checks
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