How this chart works
Each bar shows the number of deals in each pipeline stage at the end of that month, using HubSpot's actual stage entry date for each stage across all deals — open, closed won, and closed lost.
A deal is placed in the stage it occupied at the end of each month based on its real transition history, not just its current stage today. Deals that moved through multiple stages during the year appear correctly in each stage for the months they were there.
Closed Won and Closed Lost accumulate cumulatively by close date.
Closed Lost is hidden by default — click it in the legend to toggle it on.
Pipeline Value by Stage per Month ($)
How this chart works
Each bar shows the total dollar value of deals in each pipeline stage at the end of that month, using HubSpot's actual stage entry date for each stage across all deals — open, closed won, and closed lost.
A deal is placed in the stage it occupied at the end of each month based on its real transition history. Deals that progressed through multiple stages during the year appear correctly in each stage for the months they were there.
Closed Won and Closed Lost accumulate cumulatively by close date.
Closed Lost is hidden by default — click it in the legend to toggle it on.
Pipeline Flow — New Deals In vs Closed Lost by Month
Deal count flow — above: new deals entered stage · below: closed lost & won
How this chart works
Above the zero line: deals that entered each stage during that month, using HubSpot's stage entry date for each stage. This includes all deals — open, closed won, and closed lost — so deals that moved quickly through a stage and continued forward are fully counted.
Below the zero line: deals that closed lost (red) or closed won (green) during that month.
Pipeline value flow ($) — above: new value entered stage · below: closed lost & won
How this chart works
Same as the count chart but measured in dollar value.
Above the zero line: total dollar value of deals that entered each stage during that month, across all deals — open, closed won, and closed lost.
Below the zero line: dollar value of deals that closed won (green) or closed lost (red) during that month.
Comparing the inflow value of early stages to the Closed Won value below the line shows whether the pipeline is converting at pace or accumulating without converting.
Average Days in Each Stage — Past 12 Months
How long open deals created in the past 12 months have been sitting in their current stage on average
Avg Days — Open to Closed Won
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days from deal create to close won
Avg Days — Open to Closed Lost
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days from deal create to close lost
Avg Days to Close Won — Past 12 Months
Monthly trend — avg days from create to close won
By rep — YTD 2026, sorted fastest to slowest
Average Days in Each Stage by Rep — Past 12 Months
How long each rep's open deals created in the past 12 months have been sitting in each stage
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Closed Won vs Closed Lost by Rep — Past 12 Months
Won (right, green) vs Lost (left, red) — deal count per rep, past 12 months
How this chart works
Each rep has two bars sharing a zero center line. Green bars extend right showing closed won deals. Red bars extend left showing closed lost deals. Both use past 12 months data from the sales pipeline. Reps are sorted by closed won count, highest to lowest. Hover to see exact counts.
Closed Lost by Stage — Past 12 Months
Stage the deal was in when it closed lost — past 12 months, sales pipeline
Stage
Deals Lost
Value Lost
% of Total Lost
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Rep Scorecard — YTD 2026
Bookings, closed lost, open pipeline, win rate and pipeline coverage by rep — renewals not included
Rep
Bookings
% Won
Closed Lost
% Lost
Open Pipeline
% Pipeline
Win Rate
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Closed Lost Trend — YTD 2026
Closed lost deal value by month — YTD 2026
Monthly breakdown by rep
Month
#
Value
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Bookings Deep Dive — YTD 2026
Avg closed won deal size by month — deals ≥$10K
Cumulative bookings YTD
Bookings by Rep — Monthly Breakdown
Closed won value by rep per month — stacked, YTD 2026
Deal Size Distribution — YTD 2026
Closed won deals by size bracket — deals ≥$10K
Win Rate Deep Dive — Past 12 Months
Win rate by rep — by count, sorted best to worst
Win rate by rep — by value ($), sorted best to worst
Win Rate by Deal Size — Past 12 Months
Win rate by deal size bracket — does win rate drop as deal size grows?
Avg Deal Size — Won vs Lost — Past 12 Months
Avg Deal Size — Closed Won
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— deals
Avg Deal Size — Closed Lost
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— deals
Win Rate Trend — Past 12 Months
Monthly win rate by count and by value — won ÷ (won + lost), past 12 months
