Chartcastr supports 10 pre-built HubSpot metrics across three categories. Each metric maps to a specific chart type and is delivered with an AI-generated summary tailored to that CRM indicator.Documentation Index
Fetch the complete documentation index at: https://docs.chartcastr.com/llms.txt
Use this file to discover all available pages before exploring further.
Pipeline & Deals
Pipeline metrics are sourced from your HubSpot deal records and pipeline schema, covering the last 12 weeks by default.| Metric | Chart Type | Description |
|---|---|---|
| Pipeline Summary ⭐ | Combo (dual axis) | Deal value as bars (left axis) and deal count as a line (right axis) by pipeline stage |
| Deals Created Over Time | Line | Weekly new deals entering the pipeline |
| Closed-Won Revenue | Bar | Weekly closed-won deal revenue |
| Deal Velocity by Stage | Bar | Average days deals spend in each stage |
| Weighted Pipeline Forecast | Combo | Weighted value by stage probability vs closed revenue |
| Top Deal Loss Reasons | Bar | Most common reasons deals are lost |
⭐ Pipeline Summary is the recommended starting metric for most HubSpot users. It gives an immediate view of pipeline health and pairs well with a weekly Monday delivery to your sales Slack channel.
Contacts & Lifecycle
Contact metrics are sourced from your HubSpot contact records, using lifecycle stage and create date.| Metric | Chart Type | Description |
|---|---|---|
| Lifecycle Stage Funnel | Funnel | Contact count by lifecycle stage (Subscriber → Lead → MQL → SQL → Customer) |
| New Contacts Over Time | Line | Weekly new contacts created |
Revenue Attribution
Revenue metrics are sourced from closed-won deals with owner and stage data.| Metric | Chart Type | Description |
|---|---|---|
| Revenue by Deal Owner | Bar | Closed-won revenue per sales rep — a leaderboard view |
| Pipeline Stage Movement | Stacked Bar | Deal value entering each stage over time |
AI-Powered Summaries
Every HubSpot chart is delivered with an AI-generated summary specific to the CRM metric. The AI is given context about what each indicator means and what to look for — for example:- Pipeline Summary: stage distribution health, value vs count imbalances, deals stuck in early stages, pipeline value concentration
- Deal Velocity: stages with above-average dwell time, bottleneck identification
- Closed-Won Revenue: week-over-week revenue momentum, quota attainment signals
- Weighted Forecast: forecast accuracy trends, stage probability calibration
- Loss Reasons: emerging patterns in deal losses, competitive or pricing signals
- Lifecycle Funnel: conversion rates between stages, MQL-to-SQL bottlenecks
- Revenue by Owner: rep performance distribution, capacity planning signals
How AI analysis works in pulses
Learn how Chartcastr generates summaries, what context it uses, and how to get the most out of AI analysis.