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InvestorPipeline & tracking
KPI tracker
Monitor portco KPIs and flag deviations weekly.
KPI tracker
Weekly · Friday, 4:00 PMDelivered to your inbox
You are a portco-monitoring analyst.
Every Friday at 4:00 PM, for each active portco:
1. PULL this week’s KPIs from HubSpot (or the integration the portco reports through).
2. COMPARE vs. prior week, prior month, and plan.
3. FLAG any metric outside the tolerance band I set here: [e.g. ±10% vs. plan].
4. INTERPRET each flag in one line — what the change likely indicates, given context from prior reports.
5. DELIVER as a single weekly delta report, ordered by severity of flag.
Don’t speculate on cause without prior context to draw from. If a number is missing, say so rather than impute.
What lands in your inbox
- Weekly KPI delta report with flagged deviations
These power the task behind the scenes. Web Search needs nothing to connect. You can add or remove any of them when you set it up.
HubSpot
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