Mapping CRM Deal Stages to Influenced Revenue
Influenced revenue depends on identifying which CRM stage means "closed-won." This guide explains how stage mapping works for HubSpot and Salesforce and how to set custom stage names.
Every CRM eventually has a stage that means "the deal closed and the customer paid." Revenue Proven needs to know exactly which stage to use because that single decision drives the influenced revenue calculation across every dashboard, report, and scheduled email.
HubSpot Default
For HubSpot, Revenue Proven uses the Closed Won stage as the default won stage. This is the terminal won stage in HubSpot's default sales pipeline. HubSpot connects on all Revenue Proven plans, including Free, so no plan upgrade is needed to use HubSpot attribution.
Salesforce Default
Salesforce connections require a Growth plan or above. For Salesforce, Revenue Proven matches against the stage labeled "Closed Won." It matches on the human-readable stage label, not an internal identifier, so the mapping stays correct even when your Salesforce admin reorganises stages.
Custom Stage Names
If your team renamed the won stage to something like "Closed - Signed", "Booked", or "Activated", you need to tell Revenue Proven. In the left sidebar, open Connections (under Workspace). Find your Salesforce connection and open its Won Stages settings. Add your custom stage name and save. Multiple overrides across pipelines are supported: each pipeline can have its own won stage.
Multi-Pipeline Setup
When you include multiple CRM pipelines, each pipeline can have its own won stage. The stage-mapping editor shows every detected pipeline and lets you pick the won stage per pipeline. Stages from excluded pipelines never appear in attribution.
Verifying Your Mapping
After saving an override, open Company Insights and spot-check one account you know closed-won recently. The influenced revenue column should include that account at the deal amount. If it does not appear, double-check that the stage label exactly matches what your CRM holds. Leading or trailing spaces matter.
Related Reading
See "How Revenue Proven Matches Companies to CRM Accounts" for the upstream matching logic.