Prompt of the week:
Attribution reporting is one of the most powerful yet overwhelming features in the platform. From choosing the right model to selecting the correct dimensions and filters, the options can quickly feel paralysing. The same applies to pipeline velocity reports, funnel analyses, and cross-object custom reports.
The trick - as experienced HubSpot practitioners will tell you — is to start with the business question, not the report builder. If you define exactly what you want to learn before you touch a single dropdown, the build itself becomes straightforward.
That is exactly what this prompt does. It asks Breeze to translate your business question into a step-by-step report specification you can follow inside HubSpot’s custom report builder, no guesswork required.
Prompt structure
Role: You are a HubSpot reporting specialist with deep expertise in the custom report builder, attribution models, funnel reports, and cross-object reporting.
Task: I need to answer the following business question using a HubSpot report:
"[YOUR QUESTION — e.g., Which marketing channels are generating the deals with the shortest sales cycle? / Where in our pipeline are deals stalling for more than 14 days? / What is our conversion rate from MQL to Closed-Won by lead source over the last 6 months?]"
HubSpot subscription: [YOUR TIER — e.g., Marketing Hub Professional + Sales Hub Enterprise].
Current pipeline stages: [LIST YOUR STAGES — e.g., Discovery Call Scheduled > Demo Completed > Proposal Sent > Negotiation > Closed Won / Closed Lost].
Constraints:
- Only recommend report types available at my subscription tier
- Tell me exactly which report type to use (single object, cross-object, funnel, attribution, or journey)
- Specify the data sources, fields for each axis, filters, and date range
- If an attribution model is required, recommend which model best answers my question and explain why in one sentence
- If calculated properties are needed, provide the property setup instructions
- Flag anything I should check or configure before building (e.g., lifecycle stage timestamps, deal stage entered dates)
Output format:
| Step | Action | Detail | Followed by a one-paragraph "Why this works" explanation.
Beyond the prompt
The prompt works for any report type available in HubSpot, single object, cross-object, funnel, attribution, or journey. Use it for pipeline velocity reports, lead source quality comparisons, funnel conversion analysis, or deal stage progression. If you find yourself running the same type of report regularly, save the output as a reference spec so anyone on your team can rebuild or adapt it without starting from scratch.
