Rollups automatically segment your deal pipeline by probability/forecast category, deal stage and warnings. So you know where every deal is in your pipeline and focus on the ones that really matter.

Rollups in Deal Central

Rollups in Deal Central

Create a new rollup

Creating a new rollup is easy and anyone in your team can do it, but keep in mind that they are visible to all team members.

Create a new Rollup

Create a new Rollup

  • In Deal Central, click + New Rollup

  • Give your new rollup a name

  • Select what you want to filter deals by—probability, deal stage, warnings, etc.

Select your filters

Select your filters

  • Set values for your filter—probability (HubSpot), deal value, specific warnings, etc.

Set values for filters

Set values for filters

Set alerts for a rollup

Get deal alerts from your rollups directly in slack and/or email in just a few clicks.

Get deal alerts for a rollup

Get deal alerts for a rollup

  • In Deal Central, click on the Alerts button

  • Specify the parameters to filter deals—rep/team, value, close dates, etc.

  • Specify notification frequency—daily, weekly or every 2 weeks

  • Choose the specific rollup you’d like alerts for

Learn more about deal alerts.

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