HubSpot Reports for AEO Pipeline: the dashboards Lantern builds

The six HubSpot reports Lantern builds in your portal — AEO pipeline by engine, prompt, cited URL, deal stage, and closed-won dollar attribution — plus the CMO-facing one-pager.

Updated 2026-04-20 · HubSpot integration · ~6 min read

What this does

Lantern installs six pre-built HubSpot reports into a 'Lantern AEO' dashboard during onboarding. These live in HubSpot (not in a Lantern UI), so RevOps, CMO, and CFO can access them without learning a new tool. Each report is a standard HubSpot custom report — cloneable, editable, filterable.

How Lantern fits

The dashboard is the CMO's answer to 'is AEO working?' In HubSpot terms: six side-by-side tiles showing (1) AEO pipeline this quarter vs. last, (2) pipeline by engine (ChatGPT dominating? Perplexity growing?), (3) pipeline by prompt (which buyer queries convert?), (4) pipeline by cited URL (which pages earn the citations?), (5) AEO-influenced deal velocity vs. non-AEO, (6) AEO closed-won this period as a dollar number.

Setup preview

Reports Lantern installs: AEO Pipeline by Engine (pie chart, deal amount summed, filter: ai_source is known), AEO Pipeline by Prompt (bar chart, top 20 prompts by pipeline), AEO Cited URLs (table, ai_cited_url grouped, sessions and contacts and deals per URL), AEO Deal Velocity (box plot, days in pipeline split by ai_source is known/unknown), AEO Closed-Won Trend (line chart, monthly, last 12 months), AEO ROI Multiplier (single value, pipeline / Lantern spend).

HubSpot custom report definition (JSON, AEO Pipeline by Engine) · json
{
  "name": "Lantern: AEO Pipeline by Engine",
  "type": "CUSTOM_FUNNEL",
  "dataSource": "DEAL",
  "filters": [
    {
      "property": "ai_source",
      "operator": "HAS_PROPERTY"
    },
    {
      "property": "dealstage",
      "operator": "IN",
      "values": ["qualifiedtobuy", "presentationscheduled", "decisionmakerboughtin", "contractsent", "closedwon"]
    }
  ],
  "dimensions": ["ai_engine"],
  "metrics": [
    {"property": "amount", "aggregation": "SUM"},
    {"property": "id", "aggregation": "COUNT"}
  ],
  "visualization": "PIE_CHART",
  "dashboardId": "lantern-aeo"
}

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.

FAQ

Common questions.

Do I need Marketing Hub Professional for these reports?
Custom reports require Professional or Enterprise. On Starter, Lantern falls back to list-based counting — less pretty, same underlying data. The monthly PDF from Lantern includes the rendered versions regardless of HubSpot tier.
Can I edit the reports Lantern installs?
Yes — they're standard HubSpot custom reports. Clone them if you want to modify, so future Lantern updates don't conflict with your customizations.
Where does the 'AEO ROI Multiplier' number come from?
Lantern knows your subscription cost (what you pay Lantern plus any attached AEO content spend you report) and divides attributed pipeline by that number. Displayed as a multiplier (e.g. 6.2x). This is the number the CFO actually cares about — dashboard tile #6.
How often do the reports refresh?
HubSpot reports refresh every 15-60 minutes depending on tier. The AEO data in them is current to within that window. The monthly PDF is a snapshot as of the 1st of each month.

Lantern ships this as a one-click HubSpot install.

Instead of hand-wiring properties, workflows, and tracking snippets, Lantern installs the full HubSpot integration in under 30 minutes — then ships the monthly AEO pipeline ROI report your CFO signs off on. $99/mo Starter or Enterprise. 14-day free trial.

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