Millersoft  ·  Analytics Report

HubSpot CRM — Deal journeys, scoring & cohort analysis

datavault_crm · Data Vault 2.0 · 60 accounts · 60 deals · 2022–2025 ·

Data Vault 2.0 HubSpot CRM ERP & CRM Data Integration

Deal timeline — Main Sales Pipeline

Q1 2022 Early pipeline

Jan 2022JulJan 2023JulJan 2024JulJan 2025JulDec 2025

Deal events near this point

Filter by salesperson

Closed won

Open / in progress

Closed lost

Node size = deal value · Active deals coloured by rep

Companies grouped by their first won deal quarter. Each subsequent column shows the % of that cohort with another deal that quarter. The diagonal triangle means newer cohorts have fewer subsequent periods — they haven't had time yet.

Metric

Colour bands — red < T1 < orange < T2 < yellow < T3 < green

% % %

Zero cells

Colour scale:

High (≥ T3)

Good (T2–T3)

Mid (T1–T2)

Low (< T1)

No activity

Data note: The vault has a single load date. Only 3 cohorts show genuine re-engagement: 2022-Q3 (Vertex renewal Q2'24), 2022-Q4 (Nordic Freight renewal Q4'23, Harrington renewal Q2'24), 2023-Q4 (Stratos Aerospace annual renewal Q4'24). With 2025 data loaded, renewal patterns are clearly visible: strong re-engagement across most 2022–2023 cohorts confirms healthy retention.