Pipeline dashboard

What it does

The pipeline dashboard is a live page built from the client's HubSpot deals: a rep-by-stage table with the number and value of deals, a weighted total, headline numbers, recent closed-won deals, and a filterable list of every open deal. It only reads HubSpot.

Set it up

1. Connect HubSpot first (see the HubSpot connection guide).
2. "Set up the pipeline report." Nexus looks through the deal fields and guesses which ones hold the deal source, the products and the call notes.
3. ✋ Check the guesses and correct any that are wrong, for example "Change the deal source field in the pipeline report to Lead Origin."

Use it

• "Show the pipeline dashboard." Opens the last snapshot with its summary. Fast; nothing is re-fetched.
• "Refresh the pipeline dashboard." Pulls the latest deals from HubSpot and rebuilds it (a few seconds).

The dashboard link carries a private token: use the one Nexus posts, don't retype it.

Troubleshooting

• Nexus says there's no snapshot yet. Refresh it once to build the first one.
• A column is empty. The field mapping points at the wrong deal field: set it up again or name the right field.

Prompts

• "Set up the pipeline report."
• "Change the deal source field in the pipeline report to Lead Origin."
• "Show the pipeline dashboard."
• "Refresh the pipeline dashboard."

Machine twins: /help/pipeline-dashboard.json · /help/pipeline-dashboard.md · /help.json · /llms.txt

Reviewed 2026-10-15. In Slack, ask Nexus how do I … and it answers from this guide, with where your company stands.