Pipeline ARR Movement Tracker
Pulls every open deal from your connected CRM, stores a daily snapshot in its own database, diffs it against yesterday to flag new deals, stage transitions, closed-won, closed-lost, and ARR shifts, then sends an HTML digest grouped by stage with day-over-day deltas, top movers, and a pipeline summary.
Agent snapshot
Built for software saas work, not a generic template.
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runs observed
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Sample input
Build an agent to pipeline ARR Movement Tracker. Use HubSpot and Google Sheets. Focus on operations. Return a ready-to-review result after each run.
Sample output
Every weekday morning, snapshots your CRM pipeline, computes stage and ARR deltas vs yesterday, and emails leadership the deals that actually moved.
What this agent automates
This run includes 8 concrete steps from the published agent data.
Read configured filters and resolve the CRM connection
Fetch deals matching the filters with stage, amount/ARR, owner, and last-modified fields
Look up yesterday's snapshot row in the agent database keyed by date
Compute deltas: added, removed, stage_changed, arr_changed, won, lost; drop changes below the ARR threshold
Aggregate per-stage counts, totals, and net ARR movement; rank top movers
Render an HTML report using the configured tone and format options
Integrations used
Pipeline ARR Movement Tracker connects HubSpot and Google Sheets.
HubSpot
Connected in this agent
Google Sheets
Connected in this agent
Clone Pipeline ARR Movement Tracker
Start from the exact agent behind this page, then adapt the prompt, apps, and review steps to your software saas workflow.
Plans start at €20/mo