Deal Momentum

Deal Momentum adds a card to deal records that gives you an instant read on whether a deal is progressing, at risk, or stalled — based on activity patterns and close date proximity.

CRM object: Deal

What it shows

• Health status badge — Active, At Risk, Stalled, Closed Won, or Closed Lost
• Key metrics:
  • Days since last activity
  • Days to close (or days overdue if the close date has passed)
  • Engagements in the last 30 days
  • Total days the deal has been active
• Deal value — formatted in local currency
• Stage progress bar — shows where the deal sits in the pipeline with a position marker

Health logic

Status	Criteria
Active	Activity in the last 7 days AND close date is more than 14 days away
At Risk	Activity in the last 30 days OR close date within 14 days
Stalled	No activity in 30+ days OR close date has passed
Closed Won / Lost	Based on hs_is_closed and hs_is_closed_won

Required scopes

Scope	Reason
crm.objects.deals.read	Read deal properties and stage data

CRM properties read

• dealname, dealstage, pipeline, amount, closedate, createdate
• notes_last_activity, hs_lastmodifieddate, hs_is_closed, hs_is_closed_won
• Engagements: hs_timestamp (last 100, used to count activity in the past 30 days)

Installation

1. Open Trading Cards from the HubSpot top nav
2. Find Deal Momentum in the template library
3. Click Deploy
4. The card appears on deal records within ~20 seconds