Real-time Slack Alerts

Real-time Slack alerts removes the manual chasing of owners to update their deals. When a hygiene issue is surfaced in FunnelVision you can nudge the deal owner to action the item(s) in Slack. Proactive nudges can also be configured to automatically nudge owners when conditions are met.

Custom Hygiene Rules

Configure hygiene to what matters most to you. FunnelVision lets you create hygiene rules across any HubSpot property ensuring your specifications are accounted for. When rule conditions are met you can send a Slack request to the deal owner, flag the rule as a hygiene issue to appear in the dashboard, or send a message to a Slack channel.

Hygiene Dashboard

View a live summary of the most prominent hygiene issues across your pipeline. Includes a table of owners ranked by their data cleanliness to immediately see who's on top of their hygiene.

Fix Issues Dashboard

The Fix Issues Dashboard compiles all hygiene problems in one place and lets you take control by routing the necessary fixes to their respective owners. Rather than building manual reports, simply review all the fixes needed to be made (based on your specifications) and request an update on all relevant deals.