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For HubSpot users

The cross-object report, before the pipeline call.

Custom reports from the deals, pipelines, owners and logged activities in your own HubSpot account: stale deals, funnel conversion, time in stage, closed lost reasons, rep activity. Sent on a schedule you set, every number with a note on how it was counted.

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Free until your first 5 reports · no card required

Asking Captain Hudson “Flag stale deals every Monday”, and the report it sends to Gmail or Outlook at 7:00 AM
Every Monday at 8, send me every open deal with no logged activity in 14 days and no upcoming task, by rep and stage, with days in stage.Schedule this report

How it works

Three steps. The third one repeats on its own.

  1. Step one: the HubSpot connection with read-only access

    Say it in a sentence

    Ask the way you would ask the colleague who builds everyone's reports, or pick a ready-made report.

  2. Step two: a report described in one sentence and the plan it produces

    Read the plan, then approve it

    A plain plan of what will run, when, and who receives it. Nothing runs unseen.

  3. Step three: the stale deals as it arrives by email

    Reports arrive on schedule

    The same report every time, counted the same way, built from your own HubSpot data.

  • Arrives by email
  • Kept as a PDF or a sheet
  • Read-only, never writes
  • Every one of your pipelines, one email
  • On the schedule you set

Two ways to read it

The same numbers, on the screen you already check

See every report

The report is an email first. Open it on the laptop with your coffee, or on the phone on the way in.

The stale deals on a tablet

At the desk

The full report

Stale deals with every line and the change against last time, and a link to the saved page when you want the detail.

The stale deals on a phone

On the move

The same report on a phone

One column, big numbers, the lines that matter underneath. Reads in the time it takes to get to the first meeting.

Try it here

A sample report, on example data

This is a real report from Captain Hudson, built from example data, never from a live HubSpot account.


The preview uses sample data only.

Nothing you type here is saved.

Stale deals selected.

See every example
    • DeliveryEmail, with a page and a file
    • HistoryAs far back as your account holds
    • PipelinesAll of them, together or split
    • SetupUnder ten minutes
    • AccessRead-only
    • FormatsPDF, XLSX, CSV

Your view

Approve on the phone, read it on the big screen

Back to the preview ↑

Sample report plans arrive on the phone below. Approve one and watch the report beside it refresh, with nothing to type.

Captain Hudson● Live

Waiting for approval

    No plans waiting

    Scheduled

      Nothing scheduled yet

      Try it: approve a plan on the phone

      Pipeline review

      Why deals died, before the next quarter

      Last month's closed lost deals grouped by reason, with the count and the amount behind each, so the fix you pick first is the one that costs the most.

      • Every reason, counted
      • The amount lost per reason
      • A sheet your leadership can open
      See closed lost reasons
      The stale deals as it arrives by email on a laptop

      Everything included, from the first report

      Short cards for what every plan covers, so you find the one you came for.

      • Stale deals, before the pipeline review

        Every open deal with no logged activity in 14 days and no upcoming task, by rep and stage, with the amount and days in stage, in your inbox at 8:00 AM.

      • The report you would otherwise export for

        Built from the deal history and logged activities HubSpot keeps for every account, so it does not wait on a higher tier, a calculated property or a spreadsheet pulled from a dashboard.

      • Every stage counted

        Funnel conversion counts a deal that skipped a stage as having reached it, and time in stage covers open deals as well as closed ones, so the number holds up when someone checks it.

      • On the schedule you set

        Daily, weekly, on the first of the month or the day after the close: the report runs when you said and nobody has to remember.

      • Read-only, always

        Captain Hudson only reads from your HubSpot account. Nothing is written back, and disconnecting deletes the data.

      • Every number explained

        Each figure carries a note on how it was counted, so the report and the dashboard never argue.

      Ready-made reports for HubSpot sales teams

      Pick one and see it on your own pipeline in minutes.

      Simple pricing

      Free until your first 5 reports. No card required.

      Starter

      $25 per month

      • 31 reports a month
      • Then $1 per extra report
      • Or $21/month billed yearly
      Start free

      Pro

      $74 per month

      • 150 reports a month
      • Then $0.60 per extra report
      • Or $62/month billed yearly
      Start free

      Business

      $249 per month

      • Unlimited reports
      • Or $208/month billed yearly
      Start free

      Questions HubSpot users ask before they start

      Do I need a card to start?

      No. Your first 5 delivered reports are free at full Pro access. You pick a plan only when you want the sixth.

      Is my HubSpot data safe?

      The connection asks your express permission and reads only deals, pipelines, owners and logged activities. Your data serves your own account only: it is never pooled with other accounts or used to train AI, and it is deleted when you uninstall or ask. You can remove the app from your connected apps at any time.

      What happens after my 5 free reports?

      You pick a plan. Nothing sends until you do, and everything you built stays.

      Does it work across more than one pipeline?

      Yes. Every deal report can cover every pipeline in your account, together or split out by pipeline and by rep.

      Do I need Sales Hub Professional?

      No. The reports read the deal history and logged activities HubSpot keeps for every account, so no calculated properties, workflows or paid reporting tier are required. Captain Hudson adds to the reporting you have; it does not replace it.

      Why doesn't this match my HubSpot dashboard exactly?

      Every number comes with a note saying how it was counted: which activities count as activity, how days in stage were measured, and whether a skipped stage was counted.

      Your Monday pipeline review, ready before the call.

      Run it for your next two reporting cycles. If the numbers are not clearer, turn it off and nothing else changes.

      Free until your first 5 reports · no card required