Templates · HubSpot pipeline cover
Pipeline cover against target from HubSpot, every Monday without a slide
Open pipeline divided by the quarter's remaining target, with deal count beside it. Red when cover drops under 3x.
Works with: HubSpot, Pipedrive, Google Sheets
Build this dashboard freeNo card needed. A few minutes to the first dashboard, including creating the read-only key.
A live example
A public sample dashboard. The numbers are sample data that tlly updates on a schedule. Updated 43 minutes ago. Open it full size →
What's on the dashboard
- Pipeline cover, red under 3x the remaining target
- Open pipeline value and open deal count
- Deals won per week
Connecting HubSpot
- In HubSpot open Development → Keys → Service keys and click Create service key. New accounts show “Legacy apps aren't available on this account” under Private apps; a service key is the path that works there (service key docs).
- Name it “tlly”. Click Add new scope and add only read scopes: crm.objects.deals.read and crm.objects.contacts.read (add crm.objects.companies.read if you chart companies). Click Update, then Create.
- Open the key, click Show, then Copy. Jobs send it as Authorization: Bearer.
- Older accounts that still have private apps: Settings → Integrations → Private apps (or Development → Legacy apps), create an app named “tlly” with the same read scopes, and copy its access token (private app docs).
Pick only scopes ending in .read; the key then can't change records. More on HubSpot →
Connecting Pipedrive
- In Pipedrive open your profile → Personal preferences → API.
- Copy your personal API token.
Pipedrive tokens act as the user they belong to and can't be limited to reading. Create a separate user with a read-only (view) permission set and use that user's token. More on Pipedrive →
Set it up in one sentence
Paste this into the tlly chat after signing up, or give it to Claude, Cursor or any assistant connected to tlly:
Using tlly, chart open pipeline and deals won per week from HubSpot (use the HUBSPOT_TOKEN secret). Add pipeline cover as open pipeline divided by our remaining quarterly target of <amount>, and turn it red under 3.
Related templates
- Pipedrive pipeline trackerPipedrive open pipeline and deals won, week by week
- Client KPI report for agenciesReplace the monthly client PDF with a live KPI link
- MRR dashboardA live MRR dashboard from the number you already track
- Churn and NRRChurn and net revenue retention, from the number you already track