HubSpot recipes + sample run · v4 · light
Every leaf now carries the exact HubSpot recipe to build it — which object, which filters, which property to sum — right in its i panel. And the new Sample data toggle runs the whole framework on an illustrative 40-deal pipeline, coloring every node green / amber / red so you can see the analysis end to end before you point it at your own.
Honest comparison
None is wrong — they're built for different rooms. SAMH isn't a fifth opinion; it's the other four made mutually exclusive so you can run all of them from one tree.
| Framework | Wins at | Goes blind on | Use it when |
|---|---|---|---|
| Pipeline Velocity 1 · the 4 V's | One number; names the lever to pull | Deal reality; data trust; averages hide sick deals | Board & forecast math |
| 5-Dimension Scorecard 2 · health | Weekly operational triage; five clear fixes | Velocity/aging overlap; no data-trust axis | RevOps Monday review |
| MEDDPICC 3 · deal evidence | Forecast accuracy; kills happy-ears deals | Heavy; ignores volume/coverage; can slow velocity | Enterprise AE deal reviews |
| The 3 Questions / PQI 4 · exec lens | Dead simple; fits in your head | Too coarse to act; “real?” is overloaded | Leadership stand-up |
| SAMH ★ combined | MECE + measurable + actionable at once | More to instrument up front (one-time) | Your default operating system |
The combined framework, made operational
Every leaf becomes one saved HubSpot view. Green = target met. Red comes with an action — where the tree stops being a diagram and starts being a to-do list.
| Pillar | Signal (leaf) | Pull from HubSpot | Target | If it's red → |
|---|---|---|---|---|
| Sufficiency | Coverage ratio | Σ open amount ÷ quota | ≥ 3× | Turn on generation: SDR blitz, revive closed-lost, book more first-meetings |
| Sufficiency | Concentration | top-3 ÷ total pipe | < 40% | De-risk the forecast; don't let one whale carry the quarter |
| Authenticity | Economic buyer set | % past stage 2 w/ EB | ≥ 80% | Coach reps above the champion; no-EB deals stall late |
| Authenticity | Multi-threading | avg contacts / deal | ≥ 2 | Single-threaded deals: assign a second-contact action this week |
| Authenticity | Recent buyer activity | % touched < 14d | ≥ 75% | Quiet deals get a re-engage play or a downgrade — don't forecast ghosts |
| Momentum | Stage conversion | advanced ÷ entered | ≥ baseline | Find the leaking stage; inspect exit criteria & rep skill there |
| Momentum | Aged deals | % > 2× avg cycle | < 15% | Force a decision: advance, set a real date, or close-lost |
| Momentum | Close-date slippage | avg push-outs / deal | ≤ 1 | A 2nd push = the deal is in trouble; escalate or re-qualify |
| Hygiene | Required fields set | % w/ amount+date+stage | ≥ 95% | No forecast off blank fields; make them required at stage entry |
| Hygiene | Overdue close dates | % close date in past | 0% | Correct every past-due date before the number is trusted |
| Hygiene | Stage ↔ activity match | % "negotiation" w/o proposal | < 5% | Reset deals to the stage they've actually earned |
Sources
Clari · https://www.clari.com/blog/pipeline-coverage-best-practices/ · Forecastio · https://forecastio.ai/blog/sales-pipeline-health · Weflow · https://www.weflow.ai/blog/sales-pipeline-health · CaptivateIQ · https://www.captivateiq.com/blog/sales-pipeline-analysis · Apollo · https://www.apollo.io/insights/what-metrics-define-a-healthy-sales-pipeline · Salesmotion · https://salesmotion.io/blog/pipeline-velocity · MEDDICC · https://meddicc.com/resources/meddicc-versus-other-qualification-frameworks-like-bant · AmpUp · https://www.ampup.ai/resources/meddic-vs-meddpicc-vs-bant