# HubSpot Pipeline Report: Open Deals by Stage and Owner

- URL: https://betteranalyst.com/data-connectors/hubspot/pipeline-report
- Published: 2026-11-10
- Updated: 2026-11-10
- Author: David Bressler, Founder (https://betteranalyst.com/authors/david-bressler)

> **Summary:** A HubSpot pipeline report shows open deals by stage and owner, with total value and expected close dates. The useful part is what needs attention: deals with no recent activity and close dates already in the past. Connect a portal to Better Analyst and ask for both in plain English, then keep the view on a dashboard that refreshes.

Data source: [HubSpot](https://betteranalyst.com/data-connectors/hubspot)

Build a HubSpot pipeline report showing open deal value by stage and owner, stale deals and close dates that have passed, with sample output and charts.

## Who this report is for

Sales leaders and revenue operations people who review open pipeline every week and need to see coverage against target, plus the specific deals that are slipping or have gone quiet.

## What the report includes

*Metrics and dimensions in this report*

| Metric | Source field | Why it matters |
| --- | --- | --- |
| Stage | dealstage_label | The readable stage name, which groups open value by how far along deals are. |
| Pipeline | pipeline_label | Separates sales motions so stage totals stay meaningful. |
| Owner | hubspot_owner_id_name | The rep accountable for each deal, added beside the owner ID. |
| Amount | amount | Open value at each stage, the basis of any pipeline total. |
| Close date | closedate | Shows what is expected this period, and which dates have already passed. |
| Stage probability | hs_deal_stage_probability | Weights open value by how likely the stage is to close. |
| Forecast amount | hs_forecast_amount | HubSpot's weighted value for the deal, useful as a quick forecast check. |
| Last activity | notes_last_updated | The date of the last logged activity, which is how stale deals get found. |

## How to build it in Better Analyst from HubSpot

1. Select HubSpot under Connectors, choose Continue with HubSpot and approve access for your portal.
2. Confirm deals and owners are selected, then save the connector.
3. In a chat with the connector attached, ask for open deals by stage and owner, excluding closed won and closed lost.
4. Ask for two follow-up lists: deals with a close date in the past, and deals with no activity in 14 days.
5. Turn the summary and both lists into a dashboard, so they refresh before each pipeline review.

## Questions to ask

- “Show open pipeline by stage and owner, with deal count and total amount.”
- “Which open deals have a close date in the past?”
- “List open deals over 5,000 with no activity in the last 14 days.”
- “What is the weighted pipeline for deals closing this quarter, by rep?”
- “How does open pipeline compare with this time last month, by stage?”

## Sample output

Sample data for illustration, not real account data.

*Sample data: open pipeline by stage (illustrative, not a real portal)*

| Stage | Open deals | Amount | Weighted | Past close date | No activity 14+ days |
| --- | --- | --- | --- | --- | --- |
| Discovery | 42 | $386,000 | $77,200 | 3 | 11 |
| Demo complete | 27 | $298,500 | $119,400 | 5 | 6 |
| Proposal sent | 16 | $224,000 | $134,400 | 6 | 4 |
| Contract out | 7 | $118,000 | $94,400 | 1 | 0 |

## Charts to use

- **Open value by stage** (Bar chart): Where pipeline value sits right now, with a data label on each stage.
- **Open value by owner and stage** (Stacked bar chart): Each rep's coverage, and how early or late their deals are.

## Keep it up to date

A dashboard built from this report replays the saved HubSpot request on each refresh, so it reflects current deals. Add an alert for when total open pipeline drops below your coverage target.

## Further reading

- [HubSpot connector](https://betteranalyst.com/data-connectors/hubspot)
- [HubSpot connector setup docs](https://betteranalyst.com/docs/connectors/hubspot)
- [Web dashboards](https://betteranalyst.com/product/dashboards)
- [Alerts](https://betteranalyst.com/product/alerts)

[Try Better Analyst free](https://betteranalyst.com/signup)

## Frequently asked questions

### Can I see how the pipeline changed over time?

A live read shows pipeline as it is today, not as it was last month. To compare, send the report to Google Sheets or a database on a schedule with a Data Flow, which builds up your own history to compare against.

### What counts as an open deal?

Any deal not in a closed-won or closed-lost stage. If you keep other end stages, such as on hold, say whether to exclude them, because the report has to know how your team treats them.

### Does it work on a large portal?

Yes. Filtered questions use HubSpot search. When a filter matches more than HubSpot search can page through, Better Analyst reads the full object list and applies the same filter itself.

### Why are some activity dates blank?

The last activity date only fills in when an activity is logged on the deal. A blank value can mean no activity, or that your team logs it somewhere else, so check how your team works before treating the deal as stale.

## Related reports

- [HubSpot Sales Report: Closed Deals, Win Rate and Rep Results](https://betteranalyst.com/data-connectors/hubspot/sales-report)
- [HubSpot Marketing Report: Leads by Source and Lifecycle](https://betteranalyst.com/data-connectors/hubspot/marketing-report)