How to Create a Pipeline Chart in HubSpot

The Traditional HubSpot Way

Creating a pipeline chart in HubSpot requires several steps:

1. Go to Reports in the main navigation
2. Click Create report
3. Choose Single object → Deals
4. Select your chart type (bar, pie, funnel, etc.)
5. Configure the X-axis (usually deal stage)
6. Configure the Y-axis (count or sum of amount)
7. Add any filters you need
8. Save and name your report

This process takes 5-10 minutes for someone familiar with HubSpot's report builder, and longer for new users.

The Shabe Way

With Shabe, you simply type:

"Show me a pipeline chart by stage"

Shabe instantly generates a visual chart showing your deals broken down by stage.

Chart Types You Can Request

Shabe supports multiple chart types with natural language:

• "Pipeline chart by stage" → Funnel or bar chart
• "Pie chart of deals by owner" → Pie chart
• "Line chart of deals created per week" → Line chart
• "Bar chart of revenue by month" → Bar chart

Real Examples

Try these queries:

"Show me a funnel chart of my pipeline"
"Create a bar chart of closed-won revenue by rep for Q4"
"Chart deals by stage as a pie chart"
"Line chart of new deals per week for the last 12 weeks"

Benefits of Instant Charts

• No report builder learning curve - just describe what you want
• Instant iteration - ask for a different view immediately
• Live data - charts are generated from real-time HubSpot data
• Shareable - export or screenshot for team presentations

Advanced: Combining Filters with Charts

You can add filters to your chart requests:

"Chart deals over $50k by stage"
"Show pipeline chart for deals closing this quarter"
"Bar chart of my deals by stage"

Why Charts Matter

Visual representations of your pipeline help you:

• Identify bottlenecks at a glance
• Spot stages with too many stalled deals
• Track progress toward quota
• Present pipeline health to leadership

Get Started

Connect your HubSpot account to Shabe and try "Show me a pipeline chart by stage" to see instant visualization.