Forecast Defense for HubSpot
Run a Forecast Defense Audit on your own deals
Export your open deals from HubSpot, drop the file below, and read the audit on this page. It finds the deals your forecast is quietly resting on and shows the evidence for each one.
01. Export
In HubSpot: Sales → Deals, filter to your open deals, then Export. The default columns are fine — Deal Name, Amount, Deal Stage, Close Date, Deal owner and Last Modified Date are the ones that matter.
02. Drop it here
The file is parsed in memory and scored by the same deterministic engine that runs on connected accounts. No account, no OAuth screen, no email address.
03. Read the audit
Which deals need review, why each one surfaced, and the evidence behind every claim — on this page, immediately, in a form you can print and forward.
Drop your HubSpot deals CSV here
No account, no HubSpot connection, no email. The audit appears on this page.
Given one, the audit reports pipeline coverage. Left blank, it says coverage cannot be calculated rather than guessing a number.
Want to see the output first? Read a sample audit built on a fictional pipeline.
What it checks
- Deals past their close date
- Deals with no activity in 21 and 45 days
- Missing close dates, amounts and owners
- Deals with no recorded next step
- Pipeline concentration in one deal
- Duplicate open deals
What happens to your file
It is sent once to generate this audit, parsed in memory, and discarded when the page renders. It is not written to a database, not attached to an account, and not shared. Reload the page and the audit is gone with it.
Quarterdeck AI is read-only by design. Nothing here writes back to your CRM, because nothing here is connected to it.
Want it written up for your board instead of read on screen? Request a prepared audit and I'll send one back within 48 hours.