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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.

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Pipeline & Deals

Pipeline metrics are sourced from your HubSpot deal records and pipeline schema, covering the last 12 weeks by default.
MetricChart TypeDescription
Pipeline Summary ⭐BarDeal count and total value by pipeline stage
Deals Created Over TimeLineWeekly new deals entering the pipeline
Closed-Won RevenueBarWeekly closed-won deal revenue
Deal Velocity by StageBarAverage days deals spend in each stage
Weighted Pipeline ForecastComboWeighted value by stage probability vs closed revenue
Top Deal Loss ReasonsBarMost 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.

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Contacts & Lifecycle

Contact metrics are sourced from your HubSpot contact records, using lifecycle stage and create date.
MetricChart TypeDescription
Lifecycle Stage FunnelBarContact count by lifecycle stage (Subscriber → Lead → MQL → SQL → Customer)
New Contacts Over TimeLineWeekly new contacts created
The lifecycle funnel is especially useful for marketing and RevOps teams to monitor conversion health between stages. If any stage shows a growing backlog relative to downstream stages, the AI summary will flag the bottleneck.

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Revenue Attribution

Revenue metrics are sourced from closed-won deals with owner and stage data.
MetricChart TypeDescription
Revenue by Deal OwnerBarClosed-won revenue per sales rep — a leaderboard view
Pipeline Stage MovementStacked BarDeal value entering each stage over time

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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, 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.