Workflow · Sales and growth · Opening soon
Pipeline velocity
Export your HubSpot deals, then check pipeline velocity by month with the rule you set. Each row shows whether it agrees, or if there is a duplicate or future close date issue.
Someone typed
“show every hubspot deal by month, with sales velocity as open deals x win rate x average deal size / sales cycle days; Status says "Agrees" for normal rows, else duplicate or future-close-date issue”
The agent read it as
show every HubSpot deals by month, with sales velocity as open deals x win rate x average deal size / sales cycle days; Status says "Agrees" for normal rows, else duplicate or future-close-date issue
What the agent built
1 step, each one an ordinary Mammoth step you can open and change.
File
HubSpot deals
CSV export · 25 rows
Step
Work out monthly velocity
Step 1
Result
Deal velocity by month
25 rows · 5 flagged
Schedule
Runs when you say
Proposed
- FileHubSpot dealsCSV export · 25 rows
- StepWork out monthly velocityStep 1
- ResultDeal velocity by month25 rows · 5 flagged
- ScheduleRuns when you sayProposed
Checked on the sample files: every step ran, 25 rows came out.
- Download HubSpot deals sample (25 rows)HubSpot: CRM > Deals > Export view as CSV
What you get back
The result of that run, the rows to look at first.
Deal velocity by monthSample data25 rows
20 agrees5 close date in future
| Month | Deal ID | Deal name | Deal stage | Deal owner | Create date | Close date | Amount | Deal type | Sales velocity | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-10-01 | d_1012 | Atlas Manufacturing pilot | qualified_to_buy | Jalen Park | 2026-10-03 | 2026-10-31 | 9,400 | new business | 4,073.29 | Close date in future |
| 2026-11-01 | d_1016 | Fieldstone logistics refresh | proposal_sent | Noah Bennett | 2026-10-10 | 2026-11-03 | 16,800 | new business | · | Close date in future |
| 2026-11-01 | d_1017 | Orchard Bio pilot | appointment_scheduled | Amina Rahman | 2026-10-13 | 2026-11-07 | 11,800 | new business | · | Close date in future |
| 2026-11-01 | d_1019 | Ridgeway metals renewal | negotiation | Sofia Chen | 2026-10-18 | 2026-11-12 | 19,800 | existing business | · | Close date in future |
| 2026-11-01 | d_1024 | Oak & Iron reseller deal | qualified_to_buy | Amina Rahman | 2026-10-25 | 2026-11-18 | 15,450 | new business | · | Close date in future |
| 2026-09-01 | d_1001 | Northwind Analytics Q4 expansion | closed_won | Mara Ives | 2026-09-04 | 2026-09-18 | 18,400 | new business | 0 | Agrees |
| 2026-09-01 | d_1002 | Bluebird Coffee reorder | closed_won | Jalen Park | 2026-09-05 | 2026-09-20 | 7,200 | existing business | 0 | Agrees |
| 2026-09-01 | d_1003 | Harborview clinics rollout | closed_lost | Mara Ives | 2026-09-08 | 2026-09-29 | 15,600 | new business | 0 | Agrees |
| 2026-09-01 | d_1005 | Pine Street studios package | closed_won | Noah Bennett | 2026-09-12 | 2026-09-27 | 11,350 | new business | 0 | Agrees |
| 2026-10-01 | d_1004 | Kiteworks security add-on | appointment_scheduled | Sofia Chen | 2026-09-10 | 2026-10-11 | 9,800 | new business | 4,073.29 | Agrees |
| 2026-10-01 | d_1006 | Lighthouse nonprofit annual | proposal_sent | Amina Rahman | 2026-09-16 | 2026-10-24 | 6,400 | existing business | 4,073.29 | Agrees |
| 2026-10-01 | d_1007 | Summit Freight renewal | closed_won | Jalen Park | 2026-09-18 | 2026-10-02 | 22,100 | existing business | 4,073.29 | Agrees |
How do you check pipeline velocity by month?
Export your deals from HubSpot and upload the file. Then set the rule for pipeline velocity, for example open deals times win rate times average deal size divided by sales cycle days, and group the results by month. The sheet will mark normal rows as Agrees and flag rows that do not match, such as duplicates or future close date issues.
How it works
How to use the Deal velocity by month workflow
- 1Get early accessWe invite people in small batches, job by job. You'll land on this workflow, already built and checked on the sample files.
- 2Swap in your exportsUpload your own files as they come out of your tools. The agent checks the workflow on your rows.
- 3Change it in words, then turn it onSay what to change and see the new result before anything saves. Then choose when it runs.
Deal velocity by month: questions
What export should I use?
Use an export of deal rows from HubSpot, with the fields needed for your rule, such as deal stage, close date, deal size, and any month field you want to review.
What happens to rows that do not match?
Rows that do not match the rule are flagged with a status so you can review them. For this workflow, that can include issues like duplicate rows or future close dates.
How do I change the rules?
Change the rule in words, using the fields in your file. You can rewrite the formula, adjust which rows count, or change the grouping, then run the file again.
Get early access to this workflow
It will open already built and checked on the sample files. Swap in your own exports and see your result.
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