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HubSpot glossary

What is a weighted pipeline in HubSpot?

A weighted pipeline is the total value of open deals after each deal’s amount is multiplied by the probability of its current stage. HubSpot calculates this per deal as the weighted amount, so a $10,000 deal in a stage with 40% probability counts as $4,000.

Raw pipeline adds up every open deal at full value, which always overstates what will close. Weighting corrects for that by discounting deals according to how far along they are. Early-stage deals count for a little; late-stage deals count for most of their value. The result is a rough expected value of the pipeline.

In HubSpot, each deal stage has a probability, set in the pipeline settings. The weighted amount on a deal is its amount multiplied by that probability, and reports can sum it across a pipeline, a team or a period. Because it depends on both properties, a deal with no amount contributes nothing, and a deal in a stage with a wrong probability contributes the wrong amount.

Weighted pipeline is only as good as the stage probabilities. If every stage is set to the default values and nobody has checked them against real win rates, the weights are guesses. If probabilities do not rise from one stage to the next, the weighting can make later deals look less likely than earlier ones. And deals that have stalled for months still carry their stage’s full probability.

Calibrate the probabilities once or twice a year using closed deals: of the deals that reached each stage, what share were eventually won? Use those numbers, and pair the weighted total with a check for stale deals so stalled opportunities do not inflate it.

Example

Meridian Health Tech, a fictional clinic software vendor, reported a weighted pipeline of $2 million but closed far less each quarter. Its proposal stage was set to 80%, though only a third of proposals were ever won. Setting each stage to its actual historical win rate brought the weighted number close to what the team really closed.

Common mistakes

  • Leaving stage probabilities at their defaults without checking them against real outcomes.
  • Setting probabilities that do not rise from stage to stage.
  • Counting deals that have been stuck for months at their stage’s full probability.
  • Leaving deal amounts blank, so those deals add nothing to the weighted total.

Related checks

Frequently asked questions

How is weighted amount calculated in HubSpot?

Weighted amount is the deal amount multiplied by the probability of the deal’s current stage. A $50,000 deal in a 20% stage has a weighted amount of $10,000.

Is weighted pipeline the same as a forecast?

No. Weighted pipeline is a calculation from stage probabilities. A forecast usually adds rep judgment, for example by marking deals as commit or best case. Many teams look at both.

Related terms

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