How to use HubSpot deals in your sales funnel

Your sales funnel represents the journey a lead takes from initial interest to becoming a paying customer. HubSpot Deals help you track this journey, giving you a clear view of where each opportunity stands and what actions to take next.

What Are HubSpot Deals?

A deal in HubSpot is a potential sale or business opportunity. Each deal moves through different stages in your sales pipeline, which mirrors your sales funnel. By tracking deals, you ensure no opportunity slips through the cracks.

How Deals Align with Your Sales Funnel

✅ Top of the Funnel (Awareness & Interest)

A lead expresses interest—maybe they download a guide or request a demo. At this stage, they might not be a deal yet, but once they show strong buying intent, you create a new deal in HubSpot.

✅ Middle of the Funnel (Evaluation & Consideration)

Your deal moves through stages like “Qualified to Buy” or “Presentation Delivered.” Here, your sales team nurtures the lead, answers questions, and builds trust.

✅ Bottom of the Funnel (Decision & Close)

The deal is in the final stretch—stages like “Contract Sent” or “Closed Won.” If the deal is successful, it’s marked as Closed Won; if not, it’s Closed Lost, providing insights to improve future sales efforts.

Why Tracking Deals in HubSpot Matters

🔹 Clear Visibility – Know exactly where each opportunity stands.

🔹 Better Sales Forecasting – Predict revenue and identify roadblocks.

🔹 Stronger Follow-ups – Automate reminders to keep deals moving forward.

By using HubSpot Deals effectively, your sales funnel stays structured, your team stays aligned, and your revenue grows more predictably. Ready to optimise your sales process? Let’s go! 🚀