The 15-minute dormant-pipeline self-check

You shouldn't have to take our word for the premise. This check takes about fifteen minutes in HubSpot and ends with a number you calculated yourself. You'll need list access and nothing else.

The four filters

1. Contacts → filter: create date more than 90 days ago AND (no owner OR no last activity date). Write down the count.

2. Deals → filter: open, in a proposal or quote stage, no activity in the last 30 days. Write down the count and the summed amount.

3. Deals → filter: open, close date in the past. These have been pushed at least once already. Count and summed amount.

4. Contacts and deals → filter: owner is a deactivated user. Count both.

The honest multiplication

Take the filter-1 count. Multiply by your worked-lead close rate — if you don't know it, use 3%, which is deliberately low. Multiply by your average deal size. Add the summed amounts from filters 2 and 3 at one-tenth of face value. That's a floor, not a forecast.

If the result is a number you can shrug at, your team is running a tight portal — close this tab with our respect. If it isn't, the Revenue Leak Audit does this properly: every record inspected, exclusions applied, and a figure you can check against your own portal, free, in 48 hours.