> ## 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.

# HubSpot CRM charts

> Browse all HubSpot CRM charts in Chartcastr including deal pipeline stages, contact lifecycle, revenue trends, and deal owner performance breakdowns.

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.

## 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                                                     |

<Note>
  ⭐ **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.
</Note>

## 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                                                 |

<Tip>
  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.
</Tip>

## 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

<Card title="How AI analysis works in pulses" icon="sparkles" href="/analysis/in-pulses">
  Learn how Chartcastr generates summaries, what context it uses, and how to get the most out of AI analysis.
</Card>