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Which team uses which tool. Placement decides who sees each update.

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Placement decides which team sees each update. This is a sample company, so changes are turned off.
Not assigned · none

Finance · Ana

2 tools

QuickBooks Online, Ramp

Sales · Jordan

3 tools

HubSpot, Otter.ai, Zoom Workplace

Operations

1 tool

Ramp

HR

0 tools

No HR tools yet. HR still sees company-wide tools.

Company-wide

2 tools

Microsoft 365, Slack

Breeze answers revenue questions from HubSpot contracts

HubSpot · Sep 4
NewRolling outPublic betaSales
What changed

Breeze Assistant can answer MRR, TCV and ARR questions from HubSpot’s Contract object.

Who it’s for

Finance and Sales leads who keep contracts in HubSpot.

What you can do now

Ask for revenue trends in plain language instead of building a report.

What stays with your people

Board and investor figures still need a reconciled source.

What comes next

Check where your contracts live. If they are in QuickBooks, skip this for now.

Vendor source(opens in a new tab)