> ## Documentation Index > Fetch the complete documentation index at: https://hc.starbridge.ai/llms.txt > Use this file to discover all available pages before exploring further. # Pipeline dashboard > See the pipeline and revenue Starbridge sourced and supported, and write Sourced or Supported back to your CRM. ![Screenshot 2026 10 09 At 6 21 25 PM 1](https://mintcdn.com/starbridge/vExVSlYfWY2JoGZe/images/Screenshot-2026-10-09-at-6.21.25-PM-1.png?fit=max\&auto=format\&n=vExVSlYfWY2JoGZe\&q=85\&s=9bdb666d7e9b61d96925c9e1b02896df) Starbridge already helps your team find the right accounts, surface timely signals, and reach the right contacts. Use the pipeline dashboard to connect your team's activity to the opportunities in your CRM and report two numbers: **Pipeline**, the value of open deals Starbridge sourced or supported, and **Revenue**, the closed-won value of those deals. ## Prerequisites | Requirement | Details | | - | - | | A CRM integration | Salesforce or HubSpot, connected in [Settings → Integrations](https://dashboard.starbridge.ai/settings/integrations). | | Salesforce objects | Account, Opportunity, and User, synced in [Objects & fields](https://hc.starbridge.ai/admins/connecting-your-crm.md#configure-objects-and-fields). | | HubSpot objects | Company, Deal, and Owner, synced in [Objects & fields](https://hc.starbridge.ai/admins/connecting-your-crm.md#configure-objects-and-fields). | | Account matching | At least one reviewed match. See [Account matching](https://hc.starbridge.ai/integrations/account-matching.md). | ## How attribution works Starbridge checks every opportunity against two sets of rules. An opportunity that meets any Sourced rule is **Sourced**. One that meets no Sourced rule but any Supported rule is **Supported**. An opportunity with no qualifying activity doesn't appear in the dashboard. > [!NOTE] > > **The pipeline dashboard refreshes nightly.** Updates can take up to 24 hours to appear in the dashboard. ### Sourced Sourced means Starbridge helped create or directly initiate the opportunity. These rules look at activity before the opportunity was created.
Rule What counts
Primary contact Salesforce: the opportunity's primary contact was created by Starbridge, or had their email or phone supplied by Starbridge. \ \ HubSpot: any contact associated with the deal was created by Starbridge, or had their email or phone supplied by Starbridge.
Account Starbridge created the account in your CRM.
Signal actioned Your team actioned or starred a Starbridge signal for the buyer in the 90 days before the opportunity was created.
Email reply A contact at the buyer replied to a Starbridge email in the 90 days before the opportunity was created. Out-of-office replies don't count.
Lead Source Your team set the opportunity's Lead Source to Starbridge. Salesforce only. A value written by Starbridge's own sync doesn't count.
### Supported Supported means Starbridge was used to research or engage the account in the 90 days before the opportunity was created, or while it was open. | Rule | What counts | | - | - | | Signal or contact surfaced | Starbridge added a signal or contact for the buyer to a bridge, or a user unlocked or enriched a contact. | | Question answered | A rep asked Starbridge about the buyer in the app, Slack, the Chrome extension, or MCP. | | Contact on the opportunity | Salesforce only. A non-primary contact on the opportunity was created by Starbridge, or had their email or phone supplied by Starbridge. | | Email sent | Starbridge sent an email to a contact at the buyer. | | Activity after creation | Your team actioned or starred a signal, or a contact replied to a Starbridge email, after the opportunity was created. | ### What doesn't count **Renewals are never Sourced.** A renewal exists because of a previous deal your team closed, so Starbridge doesn't claim it. Renewals can still be Supported when Starbridge activity accompanied them. Note the only exception to this rule: If your team sets Lead Source to Starbridge on a renewal, it stays Sourced, because your team explicitly marked it as sourced by Starbridge. > [!NOTE] > > Starbridge began tracking most Sourced activity in April 2026. Deals created before then have less activity to draw from and are less likely to be marked Sourced. ## Reading the dashboard Go to **Settings → Pipeline dashboard**. > [!NOTE] > > If your CRM isn't connected, or the objects the dashboard reads aren't synced, the dashboard shows a prompt to finish setup instead of numbers. See [Troubleshooting](#troubleshooting). ![Screenshot 2026 10 09 At 6 21 57 PM 1](https://mintcdn.com/starbridge/vExVSlYfWY2JoGZe/images/Screenshot-2026-10-09-at-6.21.57-PM-1.png?fit=max\&auto=format\&n=vExVSlYfWY2JoGZe\&q=85\&s=952b0cefbaa6b9283d6fd0ce200b1946) The tiles at the top show **Pipeline** (open deals), **Revenue** (closed-won deals), and **Opportunities** (every attributed deal), each split into Sourced and Supported. Closed-lost deals are attributed and counted in Opportunities, but don't count toward Pipeline or Revenue. ### Filters **Hide stale deals** is on by default. It hides open deals whose close date is more than 30 days past, and open deals with no close date that were created more than 30 days ago. **Net-new business only** is off by default. Turn it on to see Starbridge's impact on your net-new business excluding all renewals, upsells, and cross-sells. The filter shows the *first* closed-won deal on each account, plus open deals on accounts with *no* closed-won deals. ## Opportunity details Click any opportunity to open **Opportunity info**. The **Why this is sourced** (or **Why this is supported**) box briefly explain Starbridge's reasoning for marking the opportunity as Sourced or Supported. Below it, a dated timeline shows the activity behind the determination: signals surfaced and actioned, contacts unlocked, contacts and accounts Starbridge created or updated in your CRM, emails sent, replies received, and questions your reps asked about the buyer. ![Screenshot 2026 10 09 At 6 24 45 PM 1](https://mintcdn.com/starbridge/vExVSlYfWY2JoGZe/images/Screenshot-2026-10-09-at-6.24.45-PM-1.png?fit=max\&auto=format\&n=vExVSlYfWY2JoGZe\&q=85\&s=f1e84f2b2c4a8eff7bcaccd02f52fd8e) ## Export Click **Export** to download the table as a CSV. ## Sync back to CRM Click **Sync back to CRM** and choose the integration to write to. ### Write the determination to an Opportunity field Starbridge can write **Sourced** or **Supported** to a custom field on the Opportunity or Deal object. **Create the Starbridge Attribution field** > [accordion] Step-by-step instructions for Salesforce > > Before turning this on, create a custom picklist field on the Opportunity object for Starbridge to write to. > > > [!WARNING] > > > > **Enter the field label and picklist values exactly as provided.** Starbridge looks for a field with the API name `Starbridge_Attribution__c` and the picklist values `sourced` and `supported`. Entering the field label **exactly as shown** ensures Salesforce auto-generates the API name Starbridge expects. > > 1. In Salesforce, click the **Gear icon (⚙)** → **Setup** > > ![Salesforce Setup menu](https://mintcdn.com/starbridge/A4T6YrcgkOEkJxhP/images/Screenshot-2026-06-15-at-5.46.04-PM.png?fit=max\&auto=format\&n=A4T6YrcgkOEkJxhP\&q=85\&s=8b3b2caadb55bc6617fcedb8a5cd91b5) > > 2. In the left sidebar, search for **Object Manager** and open it, or directly click **Objects and Fields** → **Object Manager** > > ![Object Manager in sidebar](https://mintcdn.com/starbridge/A4T6YrcgkOEkJxhP/images/Screenshot-2026-06-15-at-5.46.18-PM.png?fit=max\&auto=format\&n=A4T6YrcgkOEkJxhP\&q=85\&s=e9f56f768157d44bedacebb87dee7a5d) > > 3. Click **Opportunity** → **Fields & Relationships** → **New** > > 4. For the data type, select **Picklist**, then click **Next**. > > 5. Create the **Starbridge Attribution** field: > | Setting | Value | > | :- | :- | > | Field Label | `Starbridge Attribution` | > | Values | Select **Enter values, with each value separated by a new line**, then enter `sourced` on the first line and `supported` on the second line, in lowercase | > | Use first value as default value | Unchecked | > | Description (optional) | `Whether Starbridge sourced or supported this opportunity.` | > | Expected API Name | `Starbridge_Attribution__c` | > | Leave the default field-level security and page layout settings as they are. Click **Next** → **Next** → **Save**. | | > > > [!NOTE] > > > > Salesforce automatically appends `__c` to custom field API names (e.g. `Starbridge_Attribution__c`). This is expected. > > 6. Connect this field to Starbridge\ > \ > Go to **Starbridge** > **Settings** > [**Integrations**](https://dashboard.starbridge.ai/settings/integrations) > **\[your CRM integration]** > **Objects & fields**. Click **Refresh** in the top right corner. Wait until the connection finishes refreshing (you will see the blue Refreshing icon in the top left change to a green Connected icon once it's done), which will let Starbridge know you created the new field. Then, toggle on **Starbridge Attribution** on the Opportunity object and click **Save changes**. > > Once your changes are saved and synced, the field no longer shows as **Missing** in the **Sync back to CRM** modal. > > > [!NOTE] > > > > If you also sync a Salesforce Sandbox, repeat these steps in your sandbox. The field label and API name are the same. > [accordion] Step-by-step instructions for HubSpot > > > [!WARNING] > > > > **Enter the property label and dropdown options exactly as provided.** Starbridge looks for a property with the internal name `starbridge_attribution` and the options `sourced` and `supported`. HubSpot generates the internal name from the property label, so entering the label **exactly as shown** ensures HubSpot creates the internal name Starbridge expects. > > 1. In HubSpot, go to **Settings (Gear icon ⚙)** → **Properties** > > ![HubSpot Settings - Properties](https://mintcdn.com/starbridge/A4T6YrcgkOEkJxhP/images/Screenshot-2026-06-15-at-5.53.29-PM.png?fit=max\&auto=format\&n=A4T6YrcgkOEkJxhP\&q=85\&s=78222e17a268c92f480f4b719dca5151) > > 2. In the **Select an object** dropdown, select **Deal properties**, then click **Create property** (top right) > > 3. Create the **Starbridge Attribution** property. On the **Basic info** step: > | Setting | Value | > | :- | :- | > | Object type | Deal | > | Property label | `Starbridge Attribution` | > | Description (optional) | `Whether Starbridge sourced or supported this deal.` | > | Expected Internal Name | `starbridge_attribution` | > | Click **Next**. | | > > 4. On the **Field type** step: > | Setting | Value | > | :- | :- | > | Field type | Dropdown select | > | Options | Add two options with the labels `sourced` and `supported`, in lowercase | > | Click **Create**. | | > > 5. Open the new property and check that its internal name reads `starbridge_attribution`. > > > [!WARNING] > > > > Do not delete this property after creation. HubSpot will not allow you to recreate it with the same configuration. > > 6. Connect this property to Starbridge\ > \ > Go to **Starbridge** > **Settings** > [**Integrations**](https://dashboard.starbridge.ai/settings/integrations) > **\[your CRM integration]** > **Objects & fields**. Click **Refresh** in the top right corner. Wait until the connection finishes refreshing (you will see the blue Refreshing icon in the top left change to a green Connected icon once it's done), which will let Starbridge know you created the new property. Then, toggle on **Starbridge Attribution** on the Deal object and click **Save changes**. ### Set Lead Source to Starbridge Salesforce only. Choose whether Starbridge writes to the Lead Source field on your opportunities. The option is disabled until your Lead Source picklist has a `Starbridge` value. **Add Starbridge to your Lead Source picklist** > [accordion] Step-by-step instructions for Salesforce > > Before turning this on, add `Starbridge` as a value on the Opportunity **Lead Source** picklist. This option is available for Salesforce and Salesforce Sandbox only. > > > [!WARNING] > > > > **The value must be exactly `Starbridge`.** Starbridge looks for this exact value, including the capital S. Do not enter `starbridge`, `Starbridge.ai`, `Starbridge AI`, or any other variation, and do not add spaces before or after it. The option stays disabled until Starbridge finds a value that matches exactly. > > 1. In Salesforce, click the **Gear icon (⚙)** → **Setup** > > ![Salesforce Setup menu](https://mintcdn.com/starbridge/A4T6YrcgkOEkJxhP/images/Screenshot-2026-06-15-at-5.46.04-PM.png?fit=max\&auto=format\&n=A4T6YrcgkOEkJxhP\&q=85\&s=8b3b2caadb55bc6617fcedb8a5cd91b5) > > 2. In the left sidebar, search for **Object Manager** and open it, or directly click **Objects and Fields** → **Object Manager** > > ![Object Manager in sidebar](https://mintcdn.com/starbridge/A4T6YrcgkOEkJxhP/images/Screenshot-2026-06-15-at-5.46.18-PM.png?fit=max\&auto=format\&n=A4T6YrcgkOEkJxhP\&q=85\&s=e9f56f768157d44bedacebb87dee7a5d) > > 3. Click **Opportunity** → **Fields & Relationships**, then click **Lead Source** > > 4. In the **Lead Source Picklist Values** section, click **New** > > 5. Add the new value: > | Setting | Value | > | - | - | > | Values | `Starbridge` (one value, on its own line) | > | Record types | If your Opportunities use record types, check every record type that should be able to use this value | > | Click **Save**. | | > > 6. Connect this value to Starbridge\ > \ > Go to **Starbridge** > **Settings** > [**Integrations**](https://dashboard.starbridge.ai/settings/integrations) > **\[your CRM integration]** > **Objects & fields**. Click **Refresh** in the top right corner. Wait until the connection finishes refreshing (you will see the blue Refreshing icon in the top left change to a green Connected icon once it's done), which will let Starbridge know you added the new value. Confirm that **Lead Source** is toggled on for the Opportunity object, and click **Save changes** if you turned it on. > > Once your changes are saved and synced, the **Set Lead Source to Starbridge** option is available in the **Sync back to CRM** modal. > > > [!NOTE] > > > > If you also sync a Salesforce Sandbox, repeat these steps in your sandbox. ## Troubleshooting > [accordion] The dashboard asks me to connect my CRM > > The dashboard needs a Salesforce or HubSpot integration. Connect your CRM in [Settings → Integrations](https://dashboard.starbridge.ai/settings/integrations), following [Connect your CRM](https://hc.starbridge.ai/admins/connecting-your-crm.md). Then sync the dashboard's objects and complete [Account matching](https://hc.starbridge.ai/integrations/account-matching.md). > [accordion] The dashboard asks me to connect CRM objects > > Your CRM is connected, but the objects the dashboard reads aren't synced yet. In **Objects & fields**, turn on Account, Opportunity, and User for Salesforce, or Company, Deal, and Owner for HubSpot, then click **Save changes**. See [Connect your CRM](https://hc.starbridge.ai/admins/connecting-your-crm.md#configure-objects-and-fields). > [accordion] "Complete account matching to see pipeline and revenue attributed to Starbridge" > > Complete [Account matching](https://hc.starbridge.ai/integrations/account-matching.md)to proceed. > [accordion] "Not enough Starbridge activity to report on this yet" > > Starbridge does not have enough data to generate the pipeline dashboard. Talk to your GTME. ## What's next > [card] [Account matching](https://hc.starbridge.ai/integrations/account-matching.md) > > Required before the dashboard has anything to show. > [card] [Connect your CRM](https://hc.starbridge.ai/admins/connecting-your-crm.md) > > Choose the objects and fields Starbridge syncs. 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