Pipeline Stage Mapping

Pipeline stage mapping tells Revenue Proven which of your CRM’s deal stages count as open pipeline and which count as closed-won revenue. It is the configuration that lets the product report influenced pipeline and influenced revenue as separate numbers, so this page explains how the mapping works and how to set it for each CRM.

How stages map

When you connect a CRM, Revenue Proven syncs its pipeline definitions along with your accounts and opportunities. Each opportunity carries a stage, and that stage determines how the opportunity is counted: open stages contribute to influenced pipeline, while the won stage contributes to influenced revenue. Getting the won stage right is what makes the revenue number trustworthy, because everything downstream depends on the system knowing exactly which stage means “closed and paid for.”

HubSpot and Salesforce differences

HubSpot exposes pipeline stages directly, so the stages you see in Revenue Proven mirror the pipelines configured in HubSpot. Salesforce is handled with a won-stage override keyed on the human-readable stage label rather than an internal identifier, so the value you configure is the stage name a sales rep would recognize. If you rename a stage in Salesforce, revisit the mapping so the won stage stays correctly identified.

Configuring and reviewing the mapping

Pipeline preferences live in your settings, where you confirm which stage represents closed-won. It is worth reviewing the mapping whenever your sales team changes its process:

• Confirm the won stage after any change to your CRM’s pipeline or stage names.
• Remember that open stages drive influenced pipeline while the won stage drives influenced revenue.
• If revenue looks wrong, the won-stage mapping is the first place to check.

With the mapping correct, the difference between pipeline you are influencing and revenue you have already closed becomes a clean, defensible split. If you run several pipelines for different products or regions, check that each one’s closed-won stage is accounted for, since a stage left unmapped will simply not register as revenue. A quick review after any change to your sales process keeps the influenced-pipeline and influenced-revenue figures aligned with what your CRM actually shows.