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Dashboards & Feeds

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 with crm.objects.deals.read scope
    - Copy the access token
  • Add 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.
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