# 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."