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Closed Deal Analyzer

by recued-core v1 action

Analyzes win/loss reasons with revenue metrics and AI coaching insights.

How it works

Data fetch
▼ deals deal-list-reader-hubspot
Fetch list reader from hubspot
▼
Process (13 steps)
⚠ check_deals guard
Stop if deals is empty
■ won_deals filter
Filter by condition
■ lost_deals filter
Filter by condition
■ won_stats group_by
Group by win_reason
■ lost_stats group_by
Group by loss_reason
■ sorted_won sort
Sort by
■ sorted_lost sort
Sort by
■ win_table to_table
Format results as a data table
■ loss_table to_table
Format results as a data table
■ ai_context pick
Keep only specific fields from
■ hashed_context hash_replace
Anonymize sensitive fields for safe AI processing
skip: config.enable_ai equal false
✦ ai_narrative ai-prompt
AI generates a response from a custom prompt
skip: config.enable_ai equal false
■ restored_context hash_restore
Restore anonymized fields back to real values
skip: config.enable_ai equal false
▼
Output
table win_table
table loss_table
ai_analysis restored_context

Settings (2)

Configurable at install. Defaults shown — change anytime in the extension.

enable ai toggle = on
analysis window days number = 90

Tags

hubspot dealhubspotanalyticsai

Details

14 steps 2 configurable settings recipe_id: analyze-closed-deals-hubspot

Install

Install in Recued View publisher Open Kitchen

If the webclient is not paired yet, copy analyze-closed-deals-hubspot and paste it after pairing.