--- title: Deal hygiene problems? How HubSpot deal Tags keep your pipeline healthy description: Discover how using deal tags in HubSpot can help your sales team visualize pipeline health, spot issues faster, and close more deals. Learn how to set them up easily! image: https://lh7-qw.googleusercontent.com/docsz/AD_4nXfsKkDwy2gkR1hzJ2KsD4P4AeVEpfH8Vi1rOOwMRGcRw_BszLzcv7Gd6aK6a6hyBESkoefNwscBgrh0LuaRIbRCvhl3NDpJ45itv053Y7ZfM8bdnnXIfwcMzNlxm8tbrXlFHlYX6A?key=zhZYpWOxd2_DmmOjwI6IntVR --- [![logo\_dark](https://www.hubex.io/hubfs/Brand%20Assets/logo_dark.png) ![logo\_white](https://www.hubex.io/hubfs/Brand%20Assets/logo_white.png) ![logo\_dark](https://www.hubex.io/hubfs/Brand%20Assets/logo_dark.png) ![logo\_white](https://www.hubex.io/hubfs/Brand%20Assets/logo_white.png) ![logo\_dark](https://www.hubex.io/hubfs/Brand%20Assets/logo_dark.png)](https://www.hubex.io) - [Revenue Operations](https://www.hubex.io/services/revenue-operations) - [HubSpot](https://www.hubex.io/services/hubspot) - [Onboarding & Implementation](https://www.hubex.io/services/hubspot) - [Integrations](https://www.hubex.io/services/apps-integrations) - [Consulting & Workshops](https://www.hubex.io/services/consulting) - Case Studies - [Gire Mobility](https://www.hubex.io/case-studies/gire-mobility) - [Vainu](https://www.hubex.io/case-studies/vainu) - [Proviso](https://www.hubex.io/case-studies/proviso) - [Culture Intelligence](https://www.hubex.io/case-studies/culture-intelligence) - [Content](https://www.hubex.io/content) - [About](https://www.hubex.io/about) [Let's Talk](https://www.hubex.io/contact) - [Revenue Operations](https://www.hubex.io/services/revenue-operations) - [HubSpot](https://www.hubex.io/services/hubspot) - [Onboarding & Implementation](https://www.hubex.io/services/hubspot) - [Integrations](https://www.hubex.io/services/apps-integrations) - [Consulting & Workshops](https://www.hubex.io/services/consulting) - Case Studies - [Gire Mobility](https://www.hubex.io/case-studies/gire-mobility) - [Vainu](https://www.hubex.io/case-studies/vainu) - [Proviso](https://www.hubex.io/case-studies/proviso) - [Culture Intelligence](https://www.hubex.io/case-studies/culture-intelligence) - [Content](https://www.hubex.io/content) - [About](https://www.hubex.io/about) [Let's Talk](https://www.hubex.io/contact) [Back to all articles](https://www.hubex.io/content) ![](https://lh7-qw.googleusercontent.com/docsz/AD_4nXfsKkDwy2gkR1hzJ2KsD4P4AeVEpfH8Vi1rOOwMRGcRw_BszLzcv7Gd6aK6a6hyBESkoefNwscBgrh0LuaRIbRCvhl3NDpJ45itv053Y7ZfM8bdnnXIfwcMzNlxm8tbrXlFHlYX6A?key=zhZYpWOxd2_DmmOjwI6IntVR) # Deal hygiene problems? How HubSpot deal Tags keep your pipeline healthy ![Andreas Kongstad](https://www.hubex.io/hs-fs/hubfs/andreas-avatar.jpg?width=80&name=andreas-avatar.jpg) Written by  [Andreas Kongstad](https://www.hubex.io/content/author/andreas-kongstad) 04\. March 2025 When speaking with sales reps, a common challenge mentioned is a struggle to quickly identify stalled and at-risk deals, and to spot where they need to put in some extra work to increase the likelihood of closing the deal.  One of my favorite ways to visualize how deals are progressing, help reps spot potential issues, and guide them to the next high-impact action is deal tags.  Deal tags provide a clear, color-coded visual indicator of how deals are progressing, helping sales reps quickly spot potential issues and guiding them toward the next high-impact action. This approach becomes even more powerful when linked directly to your sales framework, clearly highlighting the critical steps reps must take to increase the likelihood of closing deals and avoid common pitfalls like overly optimistic assumptions – often referred to as "happy ears." ![](https://lh7-qw.googleusercontent.com/docsz/AD_4nXfsKkDwy2gkR1hzJ2KsD4P4AeVEpfH8Vi1rOOwMRGcRw_BszLzcv7Gd6aK6a6hyBESkoefNwscBgrh0LuaRIbRCvhl3NDpJ45itv053Y7ZfM8bdnnXIfwcMzNlxm8tbrXlFHlYX6A?key=zhZYpWOxd2_DmmOjwI6IntVR) The visualization can look something like what you see above, where we’re using the list view in the deal pipeline with deals tags.  Blue tags = Completed or up-to-date actions ![](https://www.hubex.io/hs-fs/hubfs/image-png-Mar-03-2025-09-46-21-5686-AM.png?width=351&height=151&name=image-png-Mar-03-2025-09-46-21-5686-AM.png) Yellow tags = Actions not yet completed or missing information ![](https://www.hubex.io/hs-fs/hubfs/image-png-Mar-03-2025-09-46-46-9692-AM.png?width=349&height=150&name=image-png-Mar-03-2025-09-46-46-9692-AM.png) Red = Warnings indicating issues such as overdue deals or expired quotes ![](https://www.hubex.io/hs-fs/hubfs/image-png-Mar-03-2025-09-47-21-4653-AM.png?width=349&height=152&name=image-png-Mar-03-2025-09-47-21-4653-AM.png) Grey = Actions currently in draft or pending status ![](https://www.hubex.io/hs-fs/hubfs/image-png-Mar-03-2025-10-50-39-9651-AM.png?width=342&height=146&name=image-png-Mar-03-2025-10-50-39-9651-AM.png) #### In this example, I’ve used tags based on: ##### Sales Framework (SPICED): - Blue: Required information fields are completed - Yellow: Missing required information fields ##### Shared Business Case (📈): - Blue: A shared, co-created business case document exists - Yellow: No shared business case document yet created ##### Quote Status (📝): - Blue: Quote has been shared and is active - Yellow: No quote created yet - Grey: Quote is in draft status - Red: Quote has expired and needs immediate attention ##### Multi-threading (🧶): - Blue: Multiple stakeholders identified and documented clearly with priorities, metrics, and sentiment - Yellow: Single-threaded deal; additional stakeholders need to be identified and engaged ##### Forecast Status (🔮): - Blue: Forecast is updated according to the agreed-upon cadence - Yellow: Forecast is outdated or incomplete ##### Deal Due Date (🗓️): - Blue: Due date is set and not overdue - Red: Deal is overdue and requires immediate follow-up ##### Deal Score: Indicates overall deal momentum and client engagement level (customized scoring criteria recommended)Always add descriptions to your tags #### To maximize the effectiveness of your deal tags, I highly recommend adding clear descriptions to each tag. These descriptions will appear when hovering over each tag, providing instant clarity to your reps and ensuring everyone understands exactly what each tag represents. ![](https://lh7-qw.googleusercontent.com/docsz/AD_4nXdIujdlLGmQCzYwXn9GIRDat2ciOLzVswOzDtojI7FizPRdbjqWvOmG3XAL-2TFom5_u-X9zABc58H2b5UL6rkiLun2lwinYhvg8LmwWzluVl225XBpmK_K5jaoesSOE5M_rXI3sQ?key=zhZYpWOxd2_DmmOjwI6IntVR) This simple step significantly reduces confusion and boosts adoption across your sales team. ![](https://lh7-qw.googleusercontent.com/docsz/AD_4nXcBiImqU0BLmyrbtfPEEQucxPA40DblZWL9JH-BeCPMxOr4_tY4jlS6t9OhsC_OcLdpInHqMg8vnnaK7QZzOWAflIEZ9a8tDNNAGuodvW4Cdjec-A61oN0tHsxOrDxD_bXGVcyT?key=zhZYpWOxd2_DmmOjwI6IntVR) By implementing clear, color-coded deal tags in HubSpot, your sales team gains immediate visibility into deal health, potential issues, and clear next steps. This increased clarity enables faster decisions, better prioritization, and ultimately higher close rates. And as a bonus, less chasing reps for updates.  Tags: [Change Management & Enablement](https://www.hubex.io/content/tag/change-management-enablement) You may also like ![](https://www.hubex.io/hs-fs/hubfs/lightbulb.jpg?width=630&name=lightbulb.jpg) 05\. September 2024 How does the time to close impact the close rate on deals? ![](https://www.hubex.io/hs-fs/hubfs/Selling%20with%20the%20customer%20Thumbnail.png?width=630&name=Selling%20with%20the%20customer%20Thumbnail.png) 07\. January 2025 Selling with the customer - The power of small moments in big deals ![](https://www.hubex.io/hs-fs/hubfs/Performing%20a%20cohort%20analysis%20thumbnail.png?width=630&name=Performing%20a%20cohort%20analysis%20thumbnail.png) 27\. November 2024 Performing a cohort analysis to evaluate close rates based on deal age in HubSpot: A step-by-step guide ![Hubex](https://www.hubex.io/hs-fs/hubfs/Brand%20Assets/logo_white.png?width=120&name=logo_white.png) We help B2B technology leaders unite marketing, sales, and customer success on HubSpot CRM to deliver predictable and repeatable results through a proven Revenue Operating System. 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