HubSpot Deals Dashboard
Track recently closed deals and deal movements from HubSpot CRM
Guide
HubSpot Deals Dashboard
Create a real-time dashboard showing your sales team's deal activity - recently closed deals and deal stage movements.
HubSpot API Reference
EndpointMethodPurpose
/crm/v3/objects/dealsGETList all deals/crm/v3/objects/deals/searchPOSTSearch/filter deals by stage, date/crm/v3/pipelines/dealsGETGet pipeline and stage definitions
API Docs: developers.hubspot.com/docs/api-reference/crm-deals-v3
Prerequisites
Activate OptiDev Cloud - Click the "OptiDev Cloud" button in your project
Create a HubSpot Private App:
- Go to HubSpot > Settings > Integrations > Private Apps
- Create app withcrm.objects.deals.readscope
- Copy the access tokenAdd your HubSpot token - Go to OptiDev Cloud > Secrets and add:
- Key:HUBSPOT_ACCESS_TOKEN
- Value: Your private app access token
Final Prompt
### Purpose I'm a sales manager and need a dashboard to display on our office TV showing recent deal activity from HubSpot CRM. ### Requirements Build a dashboard with two main feeds from HubSpot. **API Documentation** Use the HubSpot CRM Deals API: - Deals Search: `POST https://api.hubapi.com/crm/v3/objects/deals/search` - Get Pipelines: `GET https://api.hubapi.com/crm/v3/pipelines/deals` - Docs: https://developers.hubspot.com/docs/api-reference/crm-deals-v3/guide **Recently Closed Deals Feed** - Show deals where `dealstage` = "closedwon" - Filter by `closedate` in last 30 days - Display: deal name, amount, close date, owner name - Sort by most recent first - Celebrate big wins with visual emphasis for deals over $10k **Deal Stage Movements Feed** - Show recent deal activity/updates - Display: deal name, previous stage → new stage, amount, timestamp - Highlight deals moving to "closedwon" or "closedlost" **Dashboard Layout** - Dark theme for TV display - Two-column layout: Closed Deals on left, Movements on right - Auto-refresh every 2 minutes - Show total closed revenue this month at top - Date/time display in header **Backend Setup** I've activated OptiDev Cloud and added `HUBSPOT_ACCESS_TOKEN` in the project secrets. Use it to call the HubSpot API.