Core Insights
Campaigns missing start/end dates
Deal Attribution
Calculates the percent of records in the selected HubSpot list that have a paid touch (ad click proxy) before a deal date, with optional comparison periods.
How it’s calculated
- Segment: the selected HubSpot list (contacts or deals).
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Paid touch proxy: checks HubSpot contact analytics sources (
hs_analytics_*) and parses tracking data (hs_analytics_source_data_1/2) for paid markers (e.g. CPC/PPC, gclid). - Rule: counts as attributed when a paid touch timestamp exists before the selected deal date.
- Metric: attributed ÷ total eligible records in the period.
Cost per Lead
Calculates marketing spend ÷ new leads created in the selected period, with optional comparison periods.
How it’s calculated
- Marketing spend: sums the campaign spend/budget field from the HubSpot Marketing Campaigns API, prorated by overlap with the selected period.
- New leads: counts contacts where
hs_lifecyclestage_lead_datefalls in the period. - Cost/lead: spend ÷ new leads.
- Comparison: previous period or same period last year.
Revenue & ROI
Calculate revenue (ARR or one-time) from a HubSpot list and ROI/CAC when campaign spend is available.
How it’s calculated
- Segment: the selected HubSpot list (contacts or deals). Contacts use associated deals.
- Deals: closed-won only, filtered by closed date.
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Revenue basis: ARR uses
hs_arror12 x hs_mrrthen falls back toamount; One-time usesamountthen ARR fields. - Spend: summed from HubSpot campaign spend if present; ROI shown only when spend is available.
Pipeline Plan
Choose a pipeline plan source. Sync open deals from a HubSpot pipeline, or keep a manual plan list for target pipeline tracking.
Manual Plan Items
Add pipeline targets manually when you do not want to rely on HubSpot deals as the planning source.
Agents Admin
Configure AI agents, control access, and track activity. Lead Scoring writes fit and seat estimates into HubSpot, Routing turns those signals into owner and next-step decisions, Quote Drafting creates governed draft quotes, Invoice Drafting creates governed draft invoices, and Proposal Agent connects HubSpot context to secure client proposals.
Latest Scored Contact
Start with a concrete example. This panel shows the latest scored record, the key outputs, and exactly what was written back to HubSpot.
Guided Setup
Follow these three steps to connect HubSpot, create the AI property group, and turn on enrichment the safe way.
Access
Users must be approved before they can run the agent or save their own API key.
Personal AI Key
Store your own AI provider key securely. Your key stays server-side and is encrypted before storage.
Settings
Keep setup simple: choose whether to redact PII, decide if new contacts should auto-enrich, and create the HubSpot AI property group once.
Manual Run
Run the agent on a contact now to inspect the lead score, seat estimate, and HubSpot writeback behavior.
Recent Activity
Track manual runs and webhook enrichments from one place.
Runtime Settings
Decide whether routing only suggests the next step or applies owner/task changes directly in HubSpot.
Property Catalog
The Routing agent writes to dedicated `fsm_ai_route_*` fields so decisions stay auditable in HubSpot.
Manual Run
Run the Routing agent on a contact to inspect owner resolution, next action, and writeback behavior.
Recent Activity
Review recent routing decisions, chosen owners, and whether changes were applied or left as a suggestion.
ThinkLP Playbook
The quote agent is grounded in the ThinkLP draft brief so draft creation follows the same governed rules every time.
Runtime Settings
Choose how quotes should be drafted by default: template mode, approved template, deal pipeline, deal stage, and timing defaults.
Catalog
Quote Drafting only works with governed HubSpot products and approved templates. No arbitrary products are created during draft generation.
Manual Run
Create a governed draft quote from an existing contact, an optional existing deal, and product-library selections. This path creates draft records only.
Recent Activity
Review recent quote drafts, selected templates, created deals, and draft quote records.
HubSpot Context
Use deal, contact, company, and quote identifiers to open a proposal draft in the Full Stack Marketing proposal studio. This does not create or send an invite automatically.
Operating Rules
Proposal Agent keeps proposal creation separate from secure invite delivery so client rooms stay controlled and auditable.
Runtime Settings
Keep invoice drafts consistent with default currency, invoice-number prefix, and quote-reference comments.
Manual Run
Create draft invoices from structured milestones. This flow keeps invoices in draft status and does not send client notifications.
Recent Activity
Review recent draft invoice runs, total amount drafted, and generated invoice IDs.