Settings

Categories let you group pipelines from different portals for aggregated reporting. For example, create a "Sales" category and assign each portal's main sales pipeline to it.

Creating a Category

Go to Settings → Categories and click Add Category. Give it a name and optional description.

Mapping Pipelines

After creating a category, assign pipelines to it. Each portal's pipelines are listed — check the ones that belong to this category. A pipeline can only belong to one category at a time.

Using Categories in Reports

Once configured, the category filter appears in the global controls bar. Select a category to filter all reports to only show data from pipelines in that category.

Different HubSpot portals may use different lifecycle stage names. Aggreg8 normalizes them into a standard 4-stage funnel for cross-portal comparison:

How Mappings Work

Go to Settings → Lifecycle Stages. Each connected portal shows its HubSpot lifecycle stages. For each stage, select which funnel stage it maps to (MQL, SQL, Opportunity, or Customer).

Default Mappings

When a portal is first connected, Aggreg8 automatically seeds common mappings:

• Marketing Qualified Lead → MQL
• Sales Qualified Lead → SQL
• Opportunity → Opportunity
• Customer → Customer

Mappings are configured per portal, so each portal can have different stage names mapped to the same funnel.

Manage your organization's configuration in Settings → Organization.

Team Management

View all organization members, their roles (Admin or Member), and when they joined. Admins can invite new members by email and remove existing members.

Organization Name

Update your organization's display name. This appears in the sidebar and is visible to all members.