- Account managers and CSMs building renewal decks and QBRs from deal and account data.
- Sales leaders doing win/loss reviews.
- Marketers turning campaign reports into recap decks.
- RevOps folks who get asked for "a quick deck on pipeline" more than they'd like.
Good fit for teams that already keep their data in HubSpot. If the data's wrong in HubSpot, the deck will be wrong faster.