{
  "@type": "help_guide",
  "id": "pipeline-dashboard",
  "title": "Pipeline dashboard",
  "kind": "feature",
  "summary": "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.",
  "aliases": [
    "pipeline dashboard",
    "deal pipeline",
    "pipeline report",
    "hubspot pipeline",
    "deals by rep",
    "pipeline by stage",
    "sales pipeline"
  ],
  "engine": "hubspot_crm",
  "agents": [],
  "related": [
    {
      "id": "hubspot-connection",
      "page": "https://nexus.effiqs.com/help/hubspot-connection"
    },
    {
      "id": "hubspot-crm-engine",
      "page": "https://nexus.effiqs.com/help/hubspot-crm-engine"
    }
  ],
  "reviewed": "2026-10-15",
  "sections": [
    {
      "heading": "What it does",
      "key": "what-it-does",
      "markdown": "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."
    },
    {
      "heading": "Set it up",
      "key": "set-it-up",
      "markdown": "1. Connect HubSpot first (see the HubSpot connection guide).\n2. **\"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.\n3. ✋ Check the guesses and correct any that are wrong, for example **\"Change the deal source field in the pipeline report to Lead Origin.\"**"
    },
    {
      "heading": "Use it",
      "key": "use-it",
      "markdown": "- **\"Show the pipeline dashboard.\"** Opens the last snapshot with its summary. Fast; nothing is re-fetched.\n- **\"Refresh the pipeline dashboard.\"** Pulls the latest deals from HubSpot and rebuilds it (a few seconds).\n\nThe dashboard link carries a private token: use the one Nexus posts, don't retype it."
    },
    {
      "heading": "Troubleshooting",
      "key": "troubleshooting",
      "markdown": "- **Nexus says there's no snapshot yet.** Refresh it once to build the first one.\n- **A column is empty.** The field mapping points at the wrong deal field: set it up again or name the right field."
    },
    {
      "heading": "Prompts",
      "key": "prompts",
      "markdown": "- \"Set up the pipeline report.\"\n- \"Change the deal source field in the pipeline report to Lead Origin.\"\n- \"Show the pipeline dashboard.\"\n- \"Refresh the pipeline dashboard.\""
    }
  ],
  "prompts": [
    {
      "text": "Set up the pipeline report.",
      "tool": "set_pipeline_report_config"
    },
    {
      "text": "Change the deal source field in the pipeline report to Lead Origin.",
      "tool": "set_pipeline_report_config"
    },
    {
      "text": "Show the pipeline dashboard.",
      "tool": "read_pipeline_report"
    },
    {
      "text": "Refresh the pipeline dashboard.",
      "tool": "refresh_pipeline_report"
    }
  ],
  "page": "https://nexus.effiqs.com/help/pipeline-dashboard",
  "markdown": "https://nexus.effiqs.com/help/pipeline-dashboard.md"
}