Section 1:
1.1. Metric Definitions
- Open deal: any deal whose stage is not Closed Won or Closed Lost.
- Open pipeline: the total Amount of all open deals.
- Weighted pipeline: Amount × Probability for each open deal, added together. It estimates how much revenue is realistically likely to close.
- Probability tier: Low (≤35%), Medium (>35% to ≤70%), and High (>70%).
- Data source: a Google Sheet of 30 made-up deals (sample data), refreshed manually.
- Validation: I compared HubSpot deals board totals with separate formulas in the source sheet and Data Studio, and they matched (screenshot attached).
1.2. References and Resources
- Project Idea — Revenue Operations Careers Article
- ChatGPT — Sample Data
- Google Sheet — Sample Data Hosting
- Data Studio — Report Creation
- HubSpot — Deals Board creation with data imported from source sheet
Section 2: Weekly Pipeline Data Report (Data Studio)
https://datastudio.google.com/embed/reporting/25bea628-872c-4d89-bb1b-756ce55aca99/page/aOjBG
View Full Report on Data Studio
Section 3: Verification (Across Data Studio, Google Sheet Formulae and HubSpot)
3.1. Tabular Overview of Data Studio Report and Source Sheet: