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

How it works 14 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Data fetch

▼ deals deal-list-reader-hubspot

Fetch list reader from hubspot

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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

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Output

table win_table

table loss_table

ai_analysis restored_context

Settings 2 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

enable ai toggle = on

analysis window days number = 90