Use cases · Sales pipeline
Know the week your pipeline slips, without building the Monday slide.
tlly pulls open pipeline, deal count and deals won per week from HubSpot or Pipedrive, keeps them on one live page, and emails or webhooks you when one crosses your line.
Start free, no card See a live example
The first dashboard usually takes a few minutes in the chat, including creating the read-only key.
What you'll hear about
- Critical. Pipeline cover: 2.1× next quarter's target, under your 3× line.
- Warning. Open pipeline under the line you set.
- Warning. Deals won this week under last week's count.
What's on the page
- Open pipeline and pipeline cover against target
- Open deal count
- Deals won per week
Where the numbers come from
HubSpot with a read-only token, or Pipedrive with a view-only user's token (Pipedrive tokens can't be limited to reading). Another CRM only through a JSON job you describe.
Start from a template
How you set it up
- Sign up and open the members area.
- Describe it to the tlly assistant, or hand this to Claude or Cursor connected to tlly. Press Make live when the draft looks right. Your morning check email is on — change the time or turn it off under Alerts.
- You get a link, and your morning check email plus alerts when a number needs you.
Using tlly, build a weekly sales dashboard from our HubSpot deals (use the HUBSPOT_TOKEN secret): open pipeline, open deal count and deals won per week. Turn open pipeline red under the line I set and alert me.
HubSpot and Pipedrive have setup guides. Salesforce is not connected.
Prefer Claude or Cursor? Connect your own AI assistant. Alerts can go to email or Slack.
tlly: the morning check that comes to you. Also for SaaS metrics, Shopify store, Agency clients, AI agents, Google Sheets, Cash, Markets and macro.