HubSpot Pipeline Health

Juan deal attention dashboard

Checked: 2026-06-09 15:05:56 MDT Mountain TimeScope: Juan Fernandez, open deals only, Sales pipeline defaultClosed won/lost/Voucher: ExcludedCoverage: 185 open deals paged via HubSpot MCP

Search deal / company

Rep

Risk

Priority

Visible flagged0

Events ≤7 days0

Tasks 24h+ overdue0

No follow-up path79

Past/missing close51

No-show open25

Caveats: The table is in the agreed sales-team dashboard/table format and shows the immediate-event/urgent attention list from the fully paged Juan open-deal audit. HubSpot returned reliable rollups for no-follow-up path (79), overdue tasks (31), past/missing late-stage close date (51), no-show open (25), and event pressure (53). Thread-level unresponded-client-email coverage was not completed, so email risk is intentionally omitted rather than inferred. No HubSpot writes were performed.

Juan Fernandez — immediate deal-attention rows. Use filters to review by risk/priority.
Priority	Rep	Deal	Stage	Risk reason	Event date	Close date	Last client email/task or Next activity/task	Next fix	HubSpot
Urgent	Juan Fernandez	Destinee Sherry \| Test	Contact Attempted	Event within 7 days / past event	1986-10-24	—	In sequence; no next activity returned	Confirm stale/test record disposition; close lost if not real	Open
Urgent	Juan Fernandez	Liam Stone \| ADF	Contact Attempted	Event within 7 days / past event	2000-06-15	—	In sequence; no next activity returned	Confirm stale/test date and clean disposition	Open
Urgent	Juan Fernandez	KELLI PATTERSON \| DAX OF WICHITA FALLS	Demo No Show/Canceled	Open no-show + past event + no sequence/no future activity	2026-05-15	—	No next activity	Resolve no-show: reschedule or close lost	Open
Urgent	Juan Fernandez	Kat Bhathena \| QAMH	Demo No Show/Canceled	Open no-show + past event + no sequence/no future activity	2026-05-27	—	No next activity	Resolve no-show: reschedule or close lost	Open
Urgent	Juan Fernandez	Arlene Valdes \| Mednet 🐳	Demo No Show/Canceled	Open no-show + past event + no sequence/no future activity	2026-05-29	—	No next activity	Resolve no-show: reschedule or close lost	Open
Urgent	Juan Fernandez	Daniel Opden Dries \| Giftbit	Demo Completed	Past event + missing close date + no sequence/no future activity	2026-05-26	—	No next activity	Set close date + next task or move stage	Open
Urgent	Juan Fernandez	Nancy Shultz \| family	Demo Completed	Past event + missing close date + no sequence/no future activity	2026-05-30	—	No next activity	Set close date + next task or move stage	Open
Urgent	Juan Fernandez	Agatha Goh \| Dentalboutique 🐳	Demo No Show/Canceled	Open no-show + past event + no sequence/no future activity	2026-06-05	—	No next activity	Resolve no-show: reschedule or close lost	Open
Urgent	Juan Fernandez	Iris Huang \| Spear	Demo Completed	Past event + missing close date + no sequence/no future activity	2026-06-05	—	No next activity	Set close date + next task or move stage	Open
Urgent	Juan Fernandez	Iris Huang \| Spear	Demo Completed	Past event + missing close date + no sequence/no future activity	2026-06-05	—	No next activity	Deduplicate/resolve duplicate demo-complete records	Open
Urgent	Juan Fernandez	Pat Atkinson \| Pelican/JWS	Contact Attempted	Past event + no sequence/no future activity	2026-06-06	—	No next activity	Close lost or create same-day follow-up if still live	Open
Urgent	Juan Fernandez	Vanessa M Clark \| Lilly	Contact Attempted	Event tomorrow + overdue task rollup	2026-06-10	—	1 overdue task	Complete/replace overdue task and confirm event status	Open
Urgent	Juan Fernandez	Katie Lee \| Deloitte	Contact Attempted	Event within 7 days + overdue task + no future activity	2026-06-12	—	1 overdue task	Complete overdue task; set next action before event	Open
Urgent	Juan Fernandez	Emily Randolph \| University of Utah Youth Education	Demo Completed	Event within 7 days + missing close date + overdue task + no future activity	2026-06-15	—	1 overdue task	Complete task, set close date, confirm invoice/close path	Open
Urgent	Juan Fernandez	Laura R \| Edc	Contact Attempted	Event within 7 days + overdue task	2026-06-15	—	1 overdue task	Complete overdue task; confirm booked/demo status	Open
Urgent	Juan Fernandez	Janade Rayner \| Msssecurity	Demo Completed	Event within 7 days + missing close date + no future activity	2026-06-16	—	No next activity	Set close date + next task or move stage	Open
Urgent	Juan Fernandez	William Kannen \| British Consulate General	Contact Attempted	Event within 7 days + overdue task	2026-06-16	—	1 overdue task	Complete overdue task; confirm event status	Open
Urgent	Juan Fernandez	Nick De Silva \| Capitalone	Contact Attempted	Event within 7 days + overdue task	2026-06-16	—	1 overdue task	Complete overdue task; confirm event status	Open