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Stage Duration Analyzer

by recued-core v1 context

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

How it works

Data fetch
▼ current_deal deal-reader-hubspot
Fetch reader from hubspot
▼ all_deals deal-list-reader-hubspot
Fetch list reader from hubspot
▼
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
▼
Output
summary metrics
checklist health_check

Settings (2)

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

lookback days number = 365
threshold multiplier number = 1.5

Tags

hubspot dealhubspotstagedurationanalysis

Details

18 steps 2 configurable settings recipe_id: analyze-deal-stage-duration-hubspot

Install

Install in Recued View publisher Open Kitchen

If the webclient is not paired yet, copy analyze-deal-stage-duration-hubspot and paste it after pairing.