Availability: HubSpot only
Deal Slippage is available only when your workspace is connected to HubSpot.
The feature relies on HubSpot property history for close date and deal amount over time.
Overview
Deal Slippage helps you spot deals that are slipping in the pipeline:
Type | What counts as slippage |
Close date | The close date was pushed out (moved to a later date) |
Deal amount | The deal value decreased |
Kickscale uses CRM field change history (when a field changed and what it changed from and to), not only the current values on the deal.
You can narrow results by deal owner, by when changes happened, and (for close date) by what the close date was set to after the change.
Where to find it: CRM → Deals → Slippage
You only see deals you are allowed to access in Kickscale—the same rules as on the Deals overview.
Filters at the top
Filters use Deal Owner plus a short sentence. They apply to the whole page.
Select one or more users or teams, or leave empty for all owners you can see.
Scopes both the main table and Users without slippage.
“Show me deals where … was changed in …”
Option | Meaning |
either field | Close date or deal amount slipped in the period below (both types are included) |
close date | Only close date pushed out |
deal amount | Only deal value decreased |
“was changed in” (date range)
Limits deals to those where the CRM field was updated in that period—for example this month (default), last 30 days, this quarter, all time, or a custom range.
Only deals with a qualifying change in this window are shown.
If you choose Custom, you must set both start and end dates or the list will not load.
“and the close date value is in …” (close date only)
This line appears only when the field is close date.
It further narrows which close-date changes count: among changes in the “was changed in” window, only those where the new close date (the value after the change) falls in this second range.
Example: close date was changed this month, and the new close date falls in next quarter.
What you see on the page
Summary table (by deal owner)
Column | Meaning |
Owner | CRM deal owner |
Slipped deals | Number of deals with slippage for that owner |
Lost days total | Total days close dates were pushed out |
Lost amount | Total decrease in deal value (decreases only) |
Click a row to expand that owner’s deals.
The summary counts adverse changes only: close dates moved later or amounts reduced. Earlier close dates or higher amounts are not counted as slipped deals here.
Expanded deal list per owner
Column | What it shows |
Name | Deal and company |
Timeline | Recent meetings and calls; click to open Activity in the deal drawer |
Deal value | Current amount; highlight when value dropped vs the previous history entry |
Close date | Current close date; extra days shown when the date was pushed out |
Deal age | Age in days |
Pipeline / stage | Current pipeline and stage |
Next step | Whether next steps are set |
Click a row to open the deal detail drawer.
Long lists use pagination (5, 10, or 25 per page).
Users without slippage
A expandable list of owners in your filter scope who had no slipping deals in the selected period - useful to see who stayed stable.
Practical use cases
Weekly pipeline review: This month + either field → who slipped and by how much.
Forecast risk: close date + changed this month + close date value in next quarter → deals pushed but still near term.
Discount / value review: deal amount + last 30 days → where value went down.
Tips and best practices
Use the close date value filter when you care where dates moved to, not only that they changed.
Use the timeline and deal drawer to connect slippage with engagement.
Use the same filters for consistent reviews.
Troubleshooting
Issue | What to check |
No Slippage in the menu | HubSpot integration active; Deals enabled for your workspace |
Empty results | Widen “was changed in”; try either field; clear deal owner filter |
List does not load | Complete Custom date ranges (start and end) |
Expected deal missing | Only push-out and decrease count; improvements are excluded |
Wrong or missing data | Deal synced from HubSpot with property history |
Need Help?
If you run into issues or need help with your setup, feel free to reach out:
We’re happy to help you get everything running smoothly 🚀