One source of truth for pipeline and every shipped order.

The problem

Revenue attribution lived across two disconnected systems. Monthly reporting ran through a sprawling Excel workbook — pivot tables manually stitching HubSpot deals to Fishbowl Inventory sales orders. Most deals slipped attribution entirely. Finance, sales, and marketing couldn't agree on which campaigns drove which revenue, and repeat orders from existing customers blurred together with true net-new business.

What we built

• A reporting tool built in Claude Code, connected directly to HubSpot and Fishbowl Inventory via API
• A sales workflow change: reps paste the Fishbowl sales order number into HubSpot on close, making it the canonical join key across both systems
• A unified dashboard tracking the full journey — original lead source, deal history, product mix, shipped value
• First-class splits for the questions leadership actually asks: reusable vs. disposable product lines; true net-new customers vs. repeat orders

How it works

Every closed-won deal in HubSpot carries a Fishbowl sales order number, entered by the rep at close. The reporting tool reads both systems, joins on that key, and surfaces the full end-to-end picture. No spreadsheet stitch, no manual reconciliation, no arguing about whose number is right.

The outcome

• First holistic view of the revenue engine the company has ever had
• Source attribution survives all the way to shipped order — not just closed-won
• Clean slicing by product type (reusable / disposable) and customer type (new / repeat)
• Retired the monthly pivot-table workbook entirely

Stack