HubSpot deals stuck in one pipeline stage

Why it matters

Deals rarely close after a month without progress. Leaving them open overstates pipeline and hides the real conversion rate between stages.

When most open deals sit in one stage, the stage is usually too broad, its exit criteria are unclear, or a handoff is broken.

How to find it in HubSpot

1. 1Open CRM > Deals in the board view and compare the count and value in each stage.
2. 2In the table view, add the filter Last modified date is more than 30 days ago and exclude closed stages.
3. 3Add the Date entered column for the stage you suspect, to see how long deals have been there.
4. 4Check the deal stage funnel or time-in-stage report if your subscription includes it.

How to fix it safely

1. 1Review stuck deals with owners: push forward, renegotiate, or close.
2. 2If one stage holds most deals, write clear exit criteria for it, or split it into two stages that reflect what actually happens.
3. 3Add a task or alert when a deal sits in a stage longer than your normal cycle.

How Ancil checks this

Rule

DEAL-005, DEAL-007

What it looks for

DEAL-005 counts open deals not updated in 30 or more days. DEAL-007 flags any stage holding 60% or more of open deals, when at least 5 deals are involved.

Severity

DEAL-005 is a warning below 5 deals and critical at 5 or more. DEAL-007 is a warning.

Evidence shown

Deal names and last-update dates for stuck deals, and the stage distribution for bottlenecks.

Governed fix

Supported. Ancil can draft a governed change for stuck deals. Stage redesign is a process decision that your team, or an INSIDEA expert, makes with you.

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