HubSpot AEO Pipeline Report: the monthly PDF Lantern ships

What this does

Lantern ships one artifact every month: a five-page PDF titled 'AEO Pipeline Report'. It ships on the 1st of each month at 9am local time. The recipient list is configurable (CMO + CFO is the common pair). The PDF contains: pipeline attribution summary, engine breakdown, top 10 prompts driving pipeline, cited URL performance, and the ROI multiplier calculation.

How Lantern fits

The report is the deliverable Lantern was designed to produce. Every other layer — HubSpot properties, workflows, JS snippets, API writebacks — exists to populate this report. It's the one CMO-to-CFO artifact that closes the budget-defense loop. The five sections are fixed in structure (CFOs hate inconsistency) but the data is always current.

Setup preview

First report ships 30 days after install. Delivery is via email attachment + a link to the Lantern dashboard. Recipients configurable. Format is PDF optimized for printing (some CFOs still print). Data is also queryable via Lantern API if you want to pipe into your own data warehouse. Enterprise customers get a board-ready quarterly summary in addition.

# AEO Pipeline Report — April 2026
# For: acme-corp · Period: 2026-04-01 to 2026-04-30

==============================================
PAGE 1: EXECUTIVE SUMMARY
==============================================
  AEO-influenced pipeline this month:    $142,500
  AEO closed-won this month:              $ 24,800
  Lantern monthly spend:                  $    499
  ROI multiplier:                             49.7x
  Change vs. last month:                    +18.4%

==============================================
PAGE 2: PIPELINE BY ENGINE
==============================================
  ChatGPT:     $ 89,200 (62.6%)  ↑ 12% MoM
  Perplexity:  $ 31,500 (22.1%)  ↑ 28% MoM
  Claude:      $ 14,800 (10.4%)  ↑  4% MoM
  Gemini:      $  7,000 ( 4.9%)  ↓ 15% MoM

==============================================
PAGE 3: TOP 10 PROMPTS DRIVING PIPELINE
==============================================
   1. "best aeo tool for b2b saas"     $ 28,400
   2. "hubspot pipeline attribution"   $ 22,100
   3. "profound alternatives"          $ 18,300
   4. "aeo vs seo for saas"            $ 14,200
   5. "chatgpt referral tracking"      $ 11,600
   6. "salesforce aeo integration"     $  9,800
   ... (top 10)

==============================================
PAGE 4: CITED URL PERFORMANCE
==============================================
  URL                              Sessions  Deals
  /compare/lantern-vs-profound/         342      8
  /learn/pipeline-attribution/          281      5
  /guides/cfo-aeo-budget-defense/       214      4
  /aeo-for/b2b-saas/                    178      3
  ... (top 20 URLs)

==============================================
PAGE 5: ROI MULTIPLIER + NEXT STEPS
==============================================
  Methodology: pipeline $ / Lantern $ this month
  Attribution model: linear multi-touch (90-day lookback)
  Recommended next: invest in Perplexity-specific
  prompts (fastest-growing engine).

Where this fits in the bigger picture

This page describes one specific surface inside HubSpot where Lantern's AEO pipeline attribution plugs in. The full integration stitches together across HubSpot Contacts, Deals, Workflows, Lists, Reports, Forms, CMS, and the Marketing/Sales/Service Hub stack. If you're evaluating where to start, the comparison hub has side-by-side comparisons of Lantern against Profound, Scrunch, Peec AI, AthenaHQ, and HubSpot's own AEO product — scored on the dimensions that matter for a CMO buyer (CRM integration depth, reporting quality, prompt-scaling economics).

If you're about to walk this work into a renewal review or budget conversation, the CFO's Guide to AEO Budget Defense has the memo template, the five-slide deck structure, the attribution-math cheat sheet, and the three most-common CFO objections with counter-arguments. It's the long-form companion that translates the technical HubSpot setup on this page into a defensible dollar number for finance.