B2B creative agency · Fort Collins, Colorado

Bonfire Effect

Builds the weekly pipeline report from a HubSpot export, and a rolling forecast from the owner's own 2027 assumptions.

Illustrative photograph, generated for this page. Not the client's premises.
The job it took over

Sales reporting and forecasting for the agency, built by hand from CRM exports, with a 2027 plan to hit.

What it does now
  • Builds the weekly pipeline report from a HubSpot export
  • Produces a rolling forecast from the owner's own 2027 assumptions
  • Scores key accounts against the owner's criteria
  • Shared with the team so everyone works from the same brain
Starting workload
15 hrs a weekThe owner's estimate before the build. Not a measured saving.
Works with
HubSpotOutlookGitHub
Built
Sep 2026

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