video1.0<iframe src="https://www.loom.com/embed/2fcc9df80fa643208f6fe992b0c9f25d" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/2fcc9df80fa643208f6fe992b0c9f25d-ae536401d6ce3059.jpg292.72This Loom demonstrates how Breeze Assistant can combine external budget data with HubSpot CRM deal data to assess whether the organization is meeting a 15% annual EdTech budget capture target. The example uses a CSV of annual district EdTech grant amounts plotted against CRM deal values, with a diagonal reference line at the 15% target. Deals are color coded by stage, where green indicates closed, blue open, and red lost, allowing quick identification of three major deals below the target line labeled Fairfield, Westbrook, and Boulder Valley. It also highlights a winning deal above the target, Cedar Valley or Cedar Falls, for the team to celebrate.