Account performance, at-risk alerts, tier breakdown, and YoY trend by territory and rep.
Won-deals only. Same account view filtered to closed-won deals.
April 2025 – March 2026. All deals with filters and charts.
April 2025 – March 2026. Won deals only.
Pipedrive → HubSpot insurance plan reconciliation tool.
Week of May 4, 2026 — deep dive into pipeline bottlenecks.