Pipeline Additions — Week-by-Week
One row per new deal created since Jan 1, 2026. Grouped by source bucket so the board can see what’s actually working. Weighted math lives in Forecast, not here.
New Deals by Week (last 13 weeks, ISO)
2026 YTD Pipeline by Source
Leading Indicators — Last Weeks
Heat-coloring per row (direction-aware). Cells with n< render as a gray dot — insufficient data for signal. Sparkline at right shows the trend across the window.
Quarterly Pacing
Plan vs. bookings + weighted pipeline. Status auto-flags by coverage.
| Quarter | Plan | Closed Won | Wtd Pipeline | Raw Pipeline | Coverage | Status |
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New Pipeline Additions by Quarter
Direct Pharma — Open Pipeline
| Company | Deal Name | Stage | Amount | Prob | Weighted | Close Date | Type | Owner |
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Pharma-Adjacent Agency — Open Pipeline
| Company | Deal Name | Stage | Amount | Prob | Weighted | Close Date | Type | Owner |
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Closed Won — 2026 YTD
| Company | Deal Name | Category | Amount | Close Date | Source |
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Closed Lost — 2026 YTD
| Company | Deal Name | Category | Amount | Close Date | Lost Reason |
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Amounts are reportable revenue (Research + Processing) when Financial Reporting fields are populated in HubSpot; otherwise gross deal amount. ⚠ = reconciliation gap between gross and FR components.
Pipeline Additions Ledger — newest first; filter by ISO week, bucket, owner in the sheet
| Week | Created | Account | Deal | Amount | Source Bucket | HubSpot Source | Stage | Owner | HubSpot |
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Pharma MQL Funnel — 2026 YTD
Source: HubSpot lifecycle stage timestamps. Velocity = median days between stages. SQL = hs_v2_date_entered_salesqualifiedlead; falls back to current-stage detection for historical rows without the timestamp.
MQL Count by Source — 2026 YTD
Each bar = MQLs attributed to that channel. Derived from HubSpot attribution fields via the same bucket logic as pipeline.
Monthly Cohort Grid
Each row = contacts whose MQLDate falls in that month. Small-N cohorts (n < 10) are greyed — conversion rates not meaningful.
| Month | Age | MQLs | SQL | Opp | Won | Won $ | MQL→Opp% | Med MQL→SQL | Top Source |
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MQL Ledger
One row per MQL contact. Sort by any column. Source bucket derived from HubSpot attribution fields; override via
mqlSourceOverrides tab. First Interaction shows the HubSpot conversion event — hover for full text.| Week | MQL Date | Name | Company | Title | Source | First Interaction | Current Stage | Lead Stage | Speed to Lead | Contact Status | SQL? | Deal $ | Outcome | Rep | Days→SQL | Last Activity |
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Account-Level Pipeline Summary
Grouped by account with total exposure and highest-stage deal. Click column headers to sort.
| Account | Type | # Deals | Total Raw | Total Weighted | Highest Stage | Status |
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Days to Close — Completed Deals
Actual cycle times from deal creation to close. Sorted longest to shortest. Your model assumes 4-6 months; Amgen closed in 111 days.
| Company | Deal Name | Amount | Outcome | Days to Close | Created | Closed | Cycle Bar |
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Stage Velocity Benchmarks — Time in Each Stage
How long deals spend in each stage before advancing. Identifies process bottlenecks.
| Stage | Avg Days | Median | Min | Max | # Deals | Currently In |
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Average Days per Stage — Funnel Velocity
Open Deal Age Distribution
Open Deal Age — Sorted by Oldest
Deals older than your avg win cycle (111 days) may need re-qualification or retirement.
| Company | Deal Name | Amount | Current Stage | Deal Age (days) | Health |
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Backward Coverage Calculator — What It Takes to Hit $1M
Quarterly Pipeline Coverage
| Quarter | Target | Closed Won | Wtd Pipeline | Raw Pipeline | Coverage | Status |
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Model Assumptions — Change values to flow through the dashboard
Edits update every tab, chart, and calculation instantly. Changes live only in this session — refresh to reset to defaults.
Live Impact Preview
How your current bookings + weighted pipeline compares to the goal you set above.
Deals Needing Review
Review source signals, set an override bucket, or update the referral field.
Bucket overrides save to the
sourceOverrides sheet.
Referral field saves to HubSpot (b2b_referral — safe custom property).
Other source fields are read-only here; edit them in HubSpot directly.
| Created | Account | Deal | Amount | Current Bucket | HS Source | Source Detail | Referral | Override Bucket | Save | HubSpot |
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