Seeking Beta Testers for Automated Board-Ready Revenue Report Tool from HubSpot Data

kanthipriya · 2026-06-04T18:18:16.148Z

Building a tool that auto-generates board-ready revenue reports from HubSpot — no more monthly export → Excel → slides cycle. Looking for 3-5 people to try it free and give written feedback. Anyone interested? DM me.

Seeking Beta Testers for Automated Board-Ready Revenue Report Tool from HubSpot Data | RevGenius

10 comments

· Sorted by Oldest

Pat H.
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What is different about that than things like Claude Cowork or Grid, Coefficient, etc?
Jared R.
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🔒[private feed] is probably a better spot for this
✅1
kanthipriya
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(edited)·
Great question Pat H.. The difference is the integration layer and the automation. Grid and Coefficient are great for pulling HubSpot data into a spreadsheet — but you still need to write the narrative yourself. Claude/Cowork is powerful but requires you to export the data, paste it, and prompt it manually every single month. Quarterdeck connects directly to HubSpot via OAuth, pulls live deal data automatically, and writes the full board narrative — pipeline health, deal risks, forecast, variance commentary — without any manual steps. The idea is you click one button and the report is done, same structure every month. It's less "better spreadsheet" and more "removes the spreadsheet entirely." Happy to give you free access to try it if you want to see the output.
👍1
Pat H.
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That all requires perfect HubSpot data, filter governance, and a ton of human-in-the-loop, no?
Pat H.
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Grid is not what you stated, and Cowork is API/MCP based.
kanthipriya
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Pat H. Fair pushback — you're right that data quality matters, and no tool escapes that reality. Quarterdeck AI surfaces the gaps rather than hiding them — if deals are missing close dates or amounts, the report flags them as data quality issues rather than silently skipping them. So it actually helps enforce HubSpot hygiene over time. On Grid — fair correction, I oversimplified. On Claude/Cowork being API/MCP based — agreed, and that's powerful for technical users who want to build custom workflows. What Quarterdeck does is make that outcome available without any setup — the MCP, the prompt, the output structure are all pre-built and opinionated for one specific use case: monthly board reporting. So you get the same result without needing to configure anything. Happy to give you access to see the actual output — that's probably the fastest way to show what I mean rather than describe it.
Pat H.
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This is clearly an AI response.
💯3
Pat H.
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Either way, I don't think we need more tools to solve a problem that is related to data and can be solved with tools that most teams are already adopting/have adopted. I wish you luck, but I see the market and I think less is more. Tackle the data issue, not the presentation.
kanthipriya
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Appreciate the honest take, Pat. Noted on the data layer ,that's worth thinking about. Thanks for engaging.
kanthipriya
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Hey Pat H. ! took your feedback seriously and rebuilt the core around data quality . It now scores every deal in HubSpot before report generation is even allowed , hygiene score, health score, a board readiness gate. Dirty data blocks the report and tells you exactly what to fix first. Would love for you to take a look: app.kpappworx.com

Pat H.
·
·
What is different about that than things like Claude Cowork or Grid, Coefficient, etc?
Jared R.
·
·
🔒[private feed] is probably a better spot for this
✅1
kanthipriya
·
(edited)·
Great question Pat H.. The difference is the integration layer and the automation. Grid and Coefficient are great for pulling HubSpot data into a spreadsheet — but you still need to write the narrative yourself. Claude/Cowork is powerful but requires you to export the data, paste it, and prompt it manually every single month. Quarterdeck connects directly to HubSpot via OAuth, pulls live deal data automatically, and writes the full board narrative — pipeline health, deal risks, forecast, variance commentary — without any manual steps. The idea is you click one button and the report is done, same structure every month. It's less "better spreadsheet" and more "removes the spreadsheet entirely." Happy to give you free access to try it if you want to see the output.
👍1
Pat H.
·
·
That all requires perfect HubSpot data, filter governance, and a ton of human-in-the-loop, no?
Pat H.
·
·
Grid is not what you stated, and Cowork is API/MCP based.
kanthipriya
·
·
Pat H. Fair pushback — you're right that data quality matters, and no tool escapes that reality. Quarterdeck AI surfaces the gaps rather than hiding them — if deals are missing close dates or amounts, the report flags them as data quality issues rather than silently skipping them. So it actually helps enforce HubSpot hygiene over time. On Grid — fair correction, I oversimplified. On Claude/Cowork being API/MCP based — agreed, and that's powerful for technical users who want to build custom workflows. What Quarterdeck does is make that outcome available without any setup — the MCP, the prompt, the output structure are all pre-built and opinionated for one specific use case: monthly board reporting. So you get the same result without needing to configure anything. Happy to give you access to see the actual output — that's probably the fastest way to show what I mean rather than describe it.
Pat H.
·
·
This is clearly an AI response.
💯3
Pat H.
·
·
Either way, I don't think we need more tools to solve a problem that is related to data and can be solved with tools that most teams are already adopting/have adopted. I wish you luck, but I see the market and I think less is more. Tackle the data issue, not the presentation.
kanthipriya
·
·
Appreciate the honest take, Pat. Noted on the data layer ,that's worth thinking about. Thanks for engaging.
kanthipriya
·
·
Hey Pat H. ! took your feedback seriously and rebuilt the core around data quality . It now scores every deal in HubSpot before report generation is even allowed , hygiene score, health score, a board readiness gate. Dirty data blocks the report and tells you exactly what to fix first. Would love for you to take a look: app.kpappworx.com