HubSpot Deal Pipeline Template

How do you plan a pipeline with the template?

Start with the pipeline plan: one row per pipeline with its purpose, the deals it holds, its owner and who can access it. Then list the stages in order, decide which pipeline rules to turn on, map each stage to a forecast category, and only then build it in HubSpot. Review it every month.

Keep separate pipelines for processes that really differ, such as new business and renewals. A pipeline per rep or per product usually splits reporting without changing how deals are sold.

What should each deal stage record?

Its order, deal probability, what is true when a deal enters, what must happen before it leaves, the properties a rep must fill in, the automation that runs on entry, who moves the deal and its forecast category. Your sales team writes the criteria; the template gives illustrative examples to replace, not rules to copy.

For how many stages to use and how to set probabilities, read our HubSpot deal stages guide. For criteria that keep the pipeline matching what buyers actually did, see why your HubSpot pipeline doesn't reflect reality. If a stage depends on a sent proposal, our HubSpot quotes guide covers what each plan includes.

Which HubSpot pipeline settings does it cover?

When we checked HubSpot's documentation in October 2026, custom pipelines needed Starter or higher, and pipeline rules, limiting pipeline access and stage calculated properties needed Professional or Enterprise. The template records your choice for each: who can access the pipeline, where deals can be created, and whether deals may skip stages or move backwards.

• Pipeline rules: when blocking skipped stages is on, deals can still skip to a closed lost stage, and a reopened deal can still move back out of a closed stage. Apart from deal approval, Super Admins, users with Edit property settings permission and workflows can bypass the rules.
• Required properties per stage: conditional stage properties can require a value before a deal moves into a stage. HubSpot's page didn't state which plan they need when we checked, so confirm it in your account.
• Stage automation: board-view automations create a task, send an internal email or edit the record when a deal enters a stage, on Sales Hub or Service Hub Starter, Professional or Enterprise.

How do you track time in stage and the forecast?

Set a target number of days for each stage, then each month enter the average days deals spent there; the sheet flags stages over target. The forecast mapping tab records each stage's forecast category and calculates the weighted amount, open amount times deal probability, which is how HubSpot defines weighted amount.

Time in stage values come from HubSpot's stage calculated properties, which are off by default for new pipelines, so turn them on when you build. Our time in deal stage report guide shows how to build the report. HubSpot's forecast mapping uses the categories Not forecasted, Pipeline, Best case, Commit and Closed won; our HubSpot forecast tool guide explains setup and permissions.

How do you run the monthly pipeline review?

Once a month, work through the review checks: deals past their close date, deals over target time in stage, deals with no next activity, required properties left empty, and whether criteria and probabilities still match how deals close. Enter deals created, won and lost to calculate win rate, and log every change you make.

Reps move deals more consistently when each stage's conversation is scripted too: our sales playbook template and HubSpot playbooks guide cover that.

Deal pipeline planning checklist