Pipeline Value by Stage
Open deal value sitting in each stage
Pipeline by Business
Open value across the portfolio
New vs Won Deals by Month
Deal flow over the last 12 months
Pipeline Funnel
Deal count at each stage and where they fall out
Stage-to-Stage Conversion
% of deals advancing from each stage
Win Rate by Lead Source
Which sources actually close
This Is the Tab Frank Asked For
Your CRM stores every deal. It does not tell you which ones have gone quiet. This view flags deals that have sat in one stage too long, ranks your revenue at risk, and gives your team a daily call list of who to follow up with before the deal goes cold.
Avg Days in Stage
How long deals linger at each step
Deal Health Distribution
Active vs at-risk vs cold
Follow-Up Call List
Open deals sorted by risk · the deals to touch this week
Weighted Forecast by Month
Expected close value, weighted by stage probability
Best Case vs Weighted vs Committed
Three scenarios for the next 90 days
Forecast by Business
Weighted pipeline per company
All Deals
Every open and recently closed deal in the filtered view
Customer Importance Rating
Every account scored 1 to 5 stars. Stars are ranked: the top 20% of customers earn 5 stars, the next 20% earn 4, and so on down the book.
Rank by:
AI Analyst
Tier 2 & 3
Ask your pipeline a question in plain English. No formulas, no pivot tables. The AI Analyst reads the same filtered data you see above and answers in seconds. (In this demo the answers are pre-loaded examples; on a live engagement it runs on your real CRM data.)
Which deals are about to go cold?
What's my realistic close number this quarter?
Which lead source is wasting our time?
Where are deals dying in the funnel?
✓ What Brownstone Builds
- The decision layer that sits on top of HubSpot and your spreadsheets and turns pipeline activity into answers
- Stage-by-stage visibility: what's open, what's stuck, what's about to close, across every business you run
- Deal aging and risk flags so a quiet deal becomes a follow-up task instead of lost revenue
- Conversion analysis: where deals die in the funnel and which lead sources are worth the spend
- A weighted forecast you can take to a partner or a lender with confidence
- The AI Analyst, so you can ask your pipeline a question in plain English
→ What Stays in Your CRM
- The automated email reminders and drip sequences themselves live in HubSpot, which already does this well
- Day-to-day data entry, contact records, and the system of record stay where they are today
- We do not replace HubSpot or rebuild a CRM. We make the data inside it tell you something
- If a workflow needs fixing, we will advise on the HubSpot setup, but we do not own or maintain the automation plumbing
Think of it this way: HubSpot is the engine and the reminders. Brownstone is the dashboard on the dash, the one that tells you when to slow down, speed up, or check the deal that's been sitting too long. The reminder fires from HubSpot. The judgment about which deal needs attention comes from here.
This is a sample. Yours runs on your real pipeline.
Everything you see here is generated demo data across three sample businesses. On a live engagement, this same dashboard reads your actual HubSpot pipeline and your spreadsheet, so the deals, the aging flags, and the forecast are real. Let's talk about what that looks like for you and your partner.
Book a Working Session →
Part of the Sales Intelligence suite
Worried about follow-ups slipping?
The Follow-Up tracker watches the emails you sent and never heard back on, then shows your team exactly who to chase before a thread goes cold. It runs on the same data feed as this one.