Workflow · Sales and growth · Opening soon

Sales forecast from pipeline

Export your HubSpot deals and pipeline stage probabilities, then turn them into a quarterly sales forecast. You see weighted open sales, closed won sales, and forecast sales by deal.

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Someone typed

“for hubspot deals, forecast this quarter's sales by close month: use stage probability on open deals, add closed won revenue, and show weighted open sales, closed won sales, and forecast sales by deal”

The agent read it as

For HubSpot deals and HubSpot pipeline stage probabilities, forecast this quarter's sales by close month: use stage probability on open deals, add closed won revenue, and show weighted open sales, closed won sales, and forecast sales by deal.

What the agent built

4 steps, each one an ordinary Mammoth step you can open and change.

File

HubSpot deals

CSV export · 15 rows

File

HubSpot pipeline stage probabilities

CSV export · 7 rows

Step

Make deal matching keys

Step 1

Step

Make probability matching keys

Step 2

Join

Bring in stage probabilities

15 of 15 paired

Step

Forecast current-quarter deals

Step 4

Result

Quarterly Deal Forecast

13 rows

Schedule

Runs when you say

Proposed

File
HubSpot deals
CSV export · 15 rows
File
HubSpot pipeline stage probabilities
CSV export · 7 rows
Step
Make deal matching keys
Step 1
Step
Make probability matching keys
Step 2
Join
Bring in stage probabilities
15 of 15 paired
Step
Forecast current-quarter deals
Step 4
Result
Quarterly Deal Forecast
13 rows
Schedule
Runs when you say
Proposed

Checked on the sample files: every step ran, 13 rows came out, and the join paired 15 of 15 rows.

Download HubSpot deals sample (15 rows)HubSpot: Sales > Deals > Board view > Export view
Download HubSpot pipeline stage probabilities sample (7 rows)HubSpot: Settings > Objects > Deals > Pipelines > Export stages

What you get back

The result of that run, the rows to look at first.

Quarterly Deal ForecastSample data13 rows

Close month	Deal name	Deal ID	Weighted open sales	Closed won sales	Forecast sales	Deal stage	Amount	Stage probability	Close date
2026-10-01	Northstar platform expansion	1001	43,200	0	43,200	contractsent	48,000	0.90	2026-10-18
2026-10-01	Brightlane annual renewal	1002	0	36,000	36,000	closedwon	36,000	1	2026-10-22
2026-11-01	Harborview upsell	1003	13,500	0	13,500	presentation_scheduled	22,500	0.60	2026-11-05
2026-11-01	Cedarpoint new logo	1004	7,200	0	7,200	qualifiedtobuy	18,000	0.40	2026-11-14
2026-11-01	Summitworks add-on	1005	22,000	0	22,000	decisionmakerboughtin	27,500	0.80	2026-11-27
2026-12-01	Bluepine services retainer	1006	2,900	0	2,900	appointmentscheduled	14,500	0.20	2026-12-03
2026-12-01	Redwood migration	1007	55,800	0	55,800	contractsent	62,000	0.90	2026-12-11
2026-12-01	Peakstone territory expansion	1009	24,900	0	24,900	presentation_scheduled	41,500	0.60	2026-12-19
2026-12-01	Evergreen inbound enterprise	1010	0	54,000	54,000	closedwon	54,000	1	2026-12-05
2026-10-01	Maplebridge renewal	1011	8,400	0	8,400	qualifiedtobuy	21,000	0.40	2026-10-12
2026-11-01	Riverview pilot	1012	25,600	0	25,600	decisionmakerboughtin	32,000	0.80	2026-11-21
2026-12-01	Ironclad services expansion	1013	35,550	0	35,550	contractsent	39,500	0.90	2026-12-28

13 rows in the result · 12 shown, problems first. Sample data: illustrative figures, not business results.

How do you forecast this quarter's sales from HubSpot deals?

Export your HubSpot deals and pipeline stage probabilities from HubSpot. The workflow matches deals to stage probabilities, applies the right probability to open deals, adds closed won revenue, and groups the forecast by close month. You get weighted open sales, closed won sales, and forecast sales by deal in one table.

How it works

How to use the Quarterly Deal Forecast 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.

Quarterly Deal Forecast: questions

What export should I use?

Use an export of your HubSpot deals, plus an export of your pipeline stage probabilities if those are stored separately. The workflow reads the exported files and uses the columns that describe the deal amount, stage, close date, and closed status.

What happens to rows that do not match?

Rows that do not match a rule are left out of that step’s result. You can review them separately and decide whether to adjust the data or the rule.

How do I change the forecast rules?

Change the rules in words, such as which stage counts as open, which status counts as closed won, or which close month to use. The workflow updates to follow those new instructions on the next run.