Client360 report shows CRITICAL status for Closed Won deals

Status Fixed / completed
Maintainer reply None cached
Activity 2 comments · opened Jan 19, 2026 · closed Jan 19, 2026

Bug Description

The Client360 report continues to display CRITICAL risk status for deals that have been marked as Closed Won in HubSpot.

Example

  • Deal: Tribridge Partners - $660,000
  • HubSpot Status: Closed Won
  • Client360 Status: 🔴 CRITICAL - showing ghosted, stalled, low engagement alerts

Expected Behavior

When a deal moves to "Closed Won" stage, the Client360 risk assessment should:

  1. Clear the CRITICAL status
  2. Update risk signals to reflect closed status
  3. Show deal as successfully closed, not at-risk

Current Behavior

Risk signals persist even after deal closure:

  • GHOSTED - Last contact 68 days ago
  • STALLED - Above average time in stage
  • LOW ENGAGEMENT - 0 emails, 0 meetings
  • SLIPPED - Deal passed expected close date

Impact

  • Misleading risk reports for sales team
  • Confusion about actual pipeline health
  • False urgency on already-won deals

Reproduction

  1. Run /client360 tribridge in Corbie AI
  2. Note the CRITICAL status despite Closed Won stage

Suggested Fix

Add deal stage check before calculating risk signals - skip or modify risk assessment for Closed Won/Closed Lost deals.

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Reported via Corbie AI Teams bot testing session

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