CRM tab - deals & pipeline
Your sales pipeline, win rates, top deals and how marketing channels source revenue.
The CRM tab turns your sales data into a clear performance view, whichever CRM you've connected (HubSpot, Salesforce or GoHighLevel - they all render the same way).
What's on it
- Headline metrics - deals, revenue and average deal size, with period change.
- Opportunity funnel - the journey from new lead through to closed won/lost, so you can see where deals stall.
- Top deals - your biggest open and closed deals, with deep links straight back into your CRM.
- Source performance - which marketing channels are sourcing the best (and worst) deals.
Lost-deal reasons
You can record why deals were lost, in bulk, right from the tab. These reasons feed the Brain, which uses them to sharpen recommendations - turning lost deals into learning rather than just a number.
How it connects to attribution
Deals from your CRM are what let Attribution run all the way to revenue and show true ROAS. The cleaner your UTMs, the more precisely deals are tied back to channels - the tab shows a UTM health score and a checklist of gaps to close.
Freshness
CRM data refreshes on the normal schedule. If it hasn't synced in a while you'll see a gentle note that the data may be stale - run a refresh from Connections or your settings.