Compares deal's time in current stage to stage average using stage entry timestamp and flags stagnation.

How it works 18 steps

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

Data fetch

▼ current_deal deal-reader-hubspot

Fetch reader from hubspot

▼ all_deals deal-list-reader-hubspot

Fetch list reader from hubspot

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Process (16 steps)

■ same_stage_deals filter

Filter by condition

■ same_stage_deals_excluding_current filter

Filter by condition

■ enriched_deals map

Extract from each item

■ valid_deals filter

Filter by condition

■ current_days date_diff

Calculate days between current deal custom fields stage entry date and now

skip: step.current_deal.custom_fields.stage_entry_date is_null

■ deals_with_days map

Extract _stage_entry_timestamp from each item

■ avg_days reduce

Reduce with avg

skip: step.deals_with_days is_empty

■ threshold math

Calculate avg days times setting threshold multiplier

skip: step.avg_days is_null

■ skip_overdue_condition any

Check if any of the conditions are true

■ is_overdue compare

Check if current days is greater than threshold

skip: step.skip_overdue_condition equal true

■ data_check any

Check if any of the conditions are true

■ current_days_display coalesce

Use the first available value from: current days, N/A

■ avg_days_display coalesce

Use the first available value from: avg days, N/A

■ threshold_display coalesce

Use the first available value from: threshold, N/A

■ metrics to_summary

Format results as a summary card

■ health_check to_checklist

Format results as an actionable checklist

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Output

summary metrics

checklist health_check

Settings 2 configurable

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

lookback days number = 365

threshold multiplier number = 1.5