# graph8 for RevOps > graph8 field guide for RevOps. Live URLs, real surfaces, screenshots from a public-data showcase tenant. Source: https://docs.graph8.com/roles/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* ![Pipelines configuration page showing 10 stages with your data Checklist, Revenue, Actions columns](../../../../assets/roles/revops/1-pipeline-rules.webp) ***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— > **Tip: 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 ![Admin Customers tab showing 715 records with Stripe Customer ID, Stripe Subscription ID, Joined, Status columns](../../../../assets/roles/revops/2-customers-list-pivot.webp) ***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.** ![Admin Services tab showing 37 services with Usage, Credits per unit, Description](../../../../assets/roles/revops/3-fields-mapping-integrations-list.webp) ***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.* > **Tip: 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` ![Integrations page with HubSpot connected card, Salesforce/Zoho/SugarCRM connect cards, Stripe connected card](../../../../assets/roles/revops/7-attribution-conversions.webp) ***Fig 3.1** — Integrations parent surface. **HubSpot Connected** (shaharyar@graph8.com, 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.* > **Tip: 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) ![Performance Reports landing with hero KPIs and left sidebar of 13 sub-reports](../../../../assets/roles/revops/7-attribution.webp) ***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 ![Conversion analytics showing 146 conversions, 146 form submissions, 40 meetings booked](../../../../assets/roles/revops/8-admin-customers.webp) ***Fig 4.2** — `/analytics/conversions`. 146 conversions · 0.1% rate · 106 form submissions · 40 meetings booked. Form Performance breakdown below the fold.* > **Tip: 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 ![Custom JS admin tab with your data tabs showing 5 pending injections](../../../../assets/roles/revops/12-api-keys-parent.webp) ***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.* > **Tip: 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. --- Generated 2026-05-20 against `app.graph8.com` (org `your org`). Surface state verified live before publication