Understanding the Two Deal Pipelines
How the Contract Lifecycle Management and Funding Sources pipelines work and what each stage means.
Overview
HubSpot uses the Deals module to track both LIA contracts and federal funding throughout their full lifecycle. The Delaware Home Visiting Program maintains two separate deal pipelines, each serving a distinct purpose.
Pipeline 1: Contract Lifecycle Management
This pipeline tracks contracts with Local Implementing Agencies (LIAs) from initial drafting through execution and eventual renewal. Each deal in this pipeline represents one LIA contract.
- Draft: The contract has been initiated but is not yet under formal review.
- Under Review: The contract is being reviewed internally or by the LIA.
- Executed: The contract has been signed by all parties and is active.
- Renewal Due: The contract is approaching its end date and the renewal process has begun.
- Closed/Expired: The contract period has ended with no renewal in progress.
Pipeline 2: Funding Sources
This pipeline tracks MIECHV federal funding, sub-grants, and RFPs issued to LIAs or other partners. Each deal represents a distinct funding opportunity or award.
- Opportunity Identified: A funding source or RFP has been identified but not yet applied for or awarded.
- Application Submitted: An application has been submitted.
- Award Pending: The application is under review by the funder.
- Awarded: Funding has been confirmed and the agreement is active.
- Closed: The funding period has ended.
When to Use Each Pipeline
- Use Contract Lifecycle Management when working on an LIA service contract, monitoring compliance, or managing renewals.
- Use Funding Sources when tracking a MIECHV allocation, sub-grant opportunity, or RFP process.