Core Insights for HubSpot
Read-only charts for HubSpot: Campaign Gantt, Deal Attribution, and Cost per Lead—available inside HubSpot from your app menu.
The three insights
Each chart is read-only and purpose-built for quick answers inside HubSpot.
Campaign Gantt
Visualize campaigns on a timeline with month/quarter views, start/end dates, and status filters. Great for spotting gaps, overlaps, and campaigns missing dates.
Deal Attribution
Choose a HubSpot list (contacts or deals), pick the deal date field (create/close), and measure paid-touch attribution before that date. List search and refresh keep results current.
Cost per Lead
Campaign spend divided by new leads for a selected period, with optional comparisons. Uses your HubSpot campaign spend and creation dates—no writebacks.
Pricing
Simple per-seat pricing. Enterprise options available for dedicated hosting and SLA.
- Per-user (seat) pricing
- Campaign Gantt + Deal Attribution + Cost per Lead (read-only)
- Search, status, date filters
- In-HubSpot chart picker + full-screen modal
- Dedicated backend per client
- SLA + security review support
- Custom domain + SSO options
- Deployment handoff to client IT
Features
High-value, read-only charts for marketing and revenue teams.
Read-only by design
Drag/resize is disabled. It’s a visualizer, not an editor.
Fast filtering
Search, date range, status, and view mode (Day/Week/Month).
Deal attribution
Run list-based attribution reporting for deals and contacts with comparison periods (read-only).
Cost per lead
Marketing spend ÷ new leads created, with comparison periods (read-only).
Sticky timeline header
Months stay visible while you scroll a long campaign list.
Embedded in HubSpot
Open the app in HubSpot, choose a chart, and it launches in a full-screen iframe modal.
Scoped access
Connect via HubSpot OAuth with least-privilege, read-only scopes for campaigns, lists, contacts, and deals.
Operational safety
Portal-scoped access, short-lived caching, and scaling limits keep performance fast and costs predictable.
Security & architecture
How data is accessed
- Users connect their portal via HubSpot OAuth (no separate username/password).
- The app requests only read-only scopes required for the charts (campaigns, lists, contacts, deals).
- The app never writes data back to HubSpot.
- The in-HubSpot UI uses short-lived, signed access to prevent cross-portal access.
Data handling
- We don’t store your HubSpot campaigns/contacts/deals in a database.
- We store only operational data needed to run the app (connection tokens and licensing metadata), encrypted at rest.
- Read-only responses are cached briefly to reduce HubSpot API calls and keep the UI fast.
FAQ
Can this be “HubSpot-only” (no external hosting)?
The user experience is “HubSpot-first”: your team opens the app from HubSpot’s app menu and views charts inside HubSpot. For security and reliability, the app uses a dedicated backend service to call HubSpot APIs, cache results briefly, and enforce licensing. If your IT policy requires it, we can deploy the backend into your cloud environment.
Is it truly read-only?
Yes. Drag/resize/progress interactions are disabled. The app only reads data (campaigns, lists, contacts, deals).
What happens if campaigns are missing dates?
Campaigns without start/end dates are listed separately so teams can fix data hygiene without breaking the chart.
Can you limit which portals can use it?
Yes. Access can be restricted to approved HubSpot portal IDs.
Get started
Want an install link for your portal? We distribute privately and can provision a dedicated backend per client.
HubSpot is a registered trademark of HubSpot, Inc. This is an independent private app.