graph8 for RevOps

A field guide for Revenue Operations. Live URLs, real surfaces. Screenshots captured from a showcase tenant with public-company data only.

The five things to use today

01. Pipeline + stage configuration — the source of truth for every deal

10 configurable stages with probabilities, types, stage checklists, and revenue rules. Plus 8 sibling sub-tabs covering Buying Committees, Lifecycle, Stage Docs, Lead Qualification, Products, Quotes, Form Settings, Leaderboard.

Open it at

• app.graph8.com/studio/settings → Revenue → Pipelines
• Sibling sub-tabs under Revenue: Buying Committees · Lifecycle · Stage Docs · Lead Qualification · Products · Quotes · Form Settings · Leaderboard

Fig 1.1 — Sales Pipeline (Default) with all 10 stages + probabilities. Edit per-stage checklists, lifecycle hooks, and revenue rules from here.

The 10 default stages + probabilities (live)

New Meeting10% Discovery Held20% Solution Fit40% Proposal Sent60% Verbal Commit80% Closed Won100% Closed Lost0% Long Term Nurture— Weak Responsiveness— Engaged—

Try this now

Try this now. Audit stage probabilities monthly vs actual conversion rates. If 40% of Solution-Fit deals close, your probability is right; if only 20% do, you’re inflating the kanban $weighted forecast — adjust the probability column down. That’s the simplest forecast-accuracy lever in the system.

02. CRM-to-billing reconciliation — /admin Customers + Services + Customers list

Three views of the same revenue truth. /admin has the raw Stripe Customer + Subscription IDs (715 records). /deals/l/customers is the operational CRM view. /admin Services is the 37-item product catalog with credit pricing.

Open it at

• app.graph8.com/admin → Customers tab — raw Stripe IDs, 715 records
• /admin → Services tab — 37-item product catalog with credit pricing
• /deals/l/customers — operational CRM view with your data

Fig 2.1 — /admin → Customers. 715 records. Columns: Customer (email) · Credits · Usage · Stripe Customer (cus_xxx) · Stripe Subscription (sub_xxx) · Joined · Status (Trialing / Active) · Product. This is the only UI surface showing the raw Stripe joins.

Fig 2.2 — /admin → Services. 37 services priced in credits. Examples: Inbox Placement Test 20 credits per test · Voice AI 20 credits per minute · Meetings 20 credits per booked meeting · Web Visitor 20 per resolution. This is the product-pricing source of truth.

Try this now

Try this now. Monthly reconciliation pass: export both views (CRM customer list + /admin raw Stripe). Join on email. Any row in /admin without a matching CRM row = orphaned subscription (Stripe billing for a customer not in the CRM). Any CRM row without a Stripe ID = unbilled customer (revenue leak).

03. Integrations — CRM, billing, and the field mapping schema

HubSpot, Salesforce, Zoho CRM, SugarCRM, Stripe. Each connection has Push/Pull/Fields/Appointments sub-tabs with per-record-type field mapping (Graph8 Field ↔ CRM Field with Auto Fill / Overwrite controls).

Open it at

• app.graph8.com/studio/settings?tab=integrations

Fig 3.1 — Integrations parent surface. HubSpot Connected ([email protected], May 18 2026) · Salesforce / Zoho CRM / SugarCRM available · Stripe Connected. Click the gear icon on a connected integration to drill into Push / Pull / Fields / Appointments sub-tabs.

The Fields sub-tab on HubSpot is the RevOps schema surface — per-object (Contact / Lead / Company / Deal) mapping of every graph8 field ↔ HubSpot property, with per-row Auto Fill (graph8 fills if HubSpot is blank) and Overwrite (graph8 always wins) controls. This is also the closest thing to a custom-field surface today — there’s no standalone /fields route.

Try this now

Try this now. Open HubSpot integration → Fields tab → Contact object. Decide ownership per field: graph8 owns enrichment-style fields (intent_keywords, sentiment, last_visit), HubSpot owns CRM-state fields (lifecycle_stage, deal_stage, owner). Toggle Auto Fill on for graph8-owned, Overwrite off for HubSpot-owned. One pass keeps both systems consistent forever.

04. Performance Reports + Attribution / Conversions

13 sub-reports for daily ops monitoring, plus 9 analytics tabs spanning Overview / Acquisition / Behavior / Conversions / Attribution / Performance Reports / Marketing Intelligence / Realtime / Live Visitors.

Open it at

• app.graph8.com/reports — Performance Reports (Activity Trend default)
• /analytics/attribution — sender-performance attribution (empty for graph8 today)
• /analytics/conversions — Goal Completions + Form Performance (populated)

Fig 4.1 — /reports hero KPIs (39,815 emails / 9,639 dials / 232 replies / 0.6% reply rate / 71 meetings, last 7 days) + Activity-over-time line chart. Left sidebar enumerates all 13 sub-reports.

The 13 sub-reports

• Activity Trend (default)
• Reply Health
• LinkedIn Health
• Bounce Health
• Mailbox Health Board
• Connect Rate
• SDR Leaderboard
• SDR Grade Trends
• SDR Daily Heatmap
• Disposition Mix
• Talk Time Quality
• Meeting Pipeline
• Inbound Activity

Fig 4.2 — /analytics/conversions. 146 conversions · 0.1% rate · 106 form submissions · 40 meetings booked. Form Performance breakdown below the fold.

Try this now

Try this now. Build the weekly RevOps digest: /reports Activity Trend + Reply Health + Bounce Health screenshots, plus /analytics/conversions goal totals. Post to your team channel every Monday. Add anomaly callouts (reply-rate drop, bounce-rate spike) when they breach a threshold.

05. Systems config — Domains, Scraping, Custom JS

The three configuration surfaces RevOps owns end-to-end: auth domain allow-list, content scraping rules, and approved custom-code injection on customer sites.

Open it at

• app.graph8.com/studio/settings → Domains
• /studio/settings?tab=scraping — content crawl config
• /admin?tab=custom-js — custom JS approval queue

Fig 5.3 — /admin?tab=custom-js. Approval queue for customer-site JS injections. 5 pending requests visible from org_3hN6lL7aHJNYV8al. Pending / Approved / Rejected / Revoked tabs — audit trail for every injection.

Try this now

Try this now. Weekly hygiene: clear the /admin?tab=custom-js Pending queue. Run a fresh scrape from ?tab=scraping if the last crawl > 30 days. Verify the auth domain allow-list still matches your org’s email policy.

URL cheat-sheet

To do this	Go here
Pipeline stages + probabilities	/studio/settings → Revenue → Pipelines
Buying Committees / Lifecycle / Stage Docs	Revenue sub-tabs
Lead Qualification + Products + Quotes config	Revenue sub-tabs
Raw Stripe IDs + 715 records	/admin → Customers
37-service product catalog (credit pricing)	/admin → Services
Custom JS approval queue	/admin?tab=custom-js
LLM cost tiers (G1-G4)	/admin → LLM Charges
Domain pricing (per-org charges)	/admin → Domain Pricing
CRM + billing integrations	/studio/settings?tab=integrations
Field mapping (per-integration)	Integration gear → Fields tab
Performance Reports (13 sub-reports)	/reports
Conversion analytics	/analytics/conversions
Attribution (sender / acquisition)	/analytics/attribution
Auth domain allow-list + default role	/studio/settings → Domains
Content scraping rules	/studio/settings?tab=scraping
API keys + Webhooks + MCP/CLI config	/studio/settings → API, MCP & CLI

The 18 Studio Settings sub-tabs

Heads-up — known RevOps gaps + workarounds

Caution

1. No duplicate / merge surface yet. /duplicates and /merge both 404. Workaround: dedupe in the CRM side of the integration (HubSpot has merge tools); push the canonical record back via the Fields sync.

2. Most /studio/settings?tab= slugs don’t work. Works: revenue · integrations · domains · scraping. Silently falls back to last tab: api · api-keys · mailboxes · roles · compliance · billing · tasks · docs · enrichment · phone-numbers · sso · purchase-domain. Workaround: bookmark /studio/settings as the entry point and click sidebar.

3. /reports sub-reports require sidebar click. No URL routing for SDR Leaderboard, Talk Time Quality, Mailbox Health Board, etc. Workaround: same as above — bookmark /reports entry, click in.

4. Attribution analytics is empty for graph8. /analytics/attribution shows “No sender data yet” because no cb_outbound_sends rows exist on graph8’s own tenant. Use /analytics/conversions for goal-based attribution instead.

5. No standalone /fields route. Custom-field configuration lives inside each CRM integration’s Fields tab. Per-org schema is the CRM you’re synced to.

6. No /copilot or /chat route. Copilot is a floating panel via the sparkle icon top-right, not a URL.

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Generated 2026-05-20 against app.graph8.com (org your org). Surface state verified live before publication