Who this is for
Get started
1
Connect HubSpot
Authorize HubSpot OAuth from
Connectors. See Add connectors.2
Run catalog sync
Sync contacts, companies, deals, and tickets. See CRM sync.
3
Ask your first question
Try: How many deals closed this quarter by pipeline stage?
4
Build the dashboards below
Give sales and marketing a shared view of pipeline and leads.
See it in Vizkraft
Your data
HubSpot objects this cookbook focuses on:Objects to prioritize during catalog sync
- Deals — pipeline and revenue
- Contacts — lead acquisition
- Companies — account-level health
- Tickets — support SLA
Dashboards to build
Sales pipeline
Answers: Is the team on track to hit quota? Include pipeline value, win rate, average deal size, and closed deals KPIs; deals by stage; and created versus closed over time.Lead acquisition
Answers: Where are new leads coming from? Include new contacts and MQL KPIs; contacts by source; and contacts created over time.Support SLA
Answers: Is support keeping up with demand? Include open tickets and average resolution KPIs; volume by priority; and overdue tickets table.Account health
Answers: Which accounts have risk signals? Combine companies with open tickets and active deals; show deal stage distribution.Questions to ask by role
Example conversations
Pipeline by stage
Ask: How many deals closed this quarter by pipeline stage? You should see stage breakdown with win rate and pipeline value context. Try next: Filter to enterprise segment only, then ask about average deal cycle length by segment.Metrics worth defining
Add HubSpot-specific definitions to Connector memory:- Pipeline value — sum of open deal amounts
- Win rate — closed-won deals ÷ total closed deals
- MQL — your team’s marketing qualified lead criteria
- Deal cycle length — days from deal created to closed-won