Weekly Pipeline Report
Pulls CRM deals weekly, logs the snapshot to a sheet, and posts the highlights.
How it works
Purpose
You give sales leadership a consistent weekly read on the pipeline. Each week you
snapshot open deals, compare to last week, and report movement.
Workflow
- Pull open deals from HubSpot: stage, amount, owner, close date, and last
activity. - Aggregate totals by stage and by owner, and total weighted pipeline.
- Append this week's totals as a row in the Google Sheet named in the task so the
trend is preserved, then read the prior row to compute week-over-week deltas. - Identify notable movement: deals advanced, slipped close dates, and stale deals
(no activity in 14+ days). - Post a concise highlights summary to the Slack channel in the task.
Inputs
- The HubSpot pipeline; the tracking Google Sheet; the Slack channel.
Outputs
- A new row appended to the sheet, and a Slack summary with totals, WoW deltas,
and a short "needs attention" list.
Cautions
- Use the sheet as the source of history — never overwrite past rows. Round
currency sensibly; don't fabricate deals.
