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Deal Health Scorer

by recued-core v1 context

Computes weighted health subscores and provides AI-driven recommendations when health drops below threshold.

How it works

Data fetch
▼ deal deal-reader-hubspot
Fetch reader from hubspot
▼ contacts deal-contacts-hubspot
Fetch contacts from hubspot
▼ stage_deals deal-list-reader-hubspot
Fetch list reader from hubspot
▼
Process (30 steps)
⚠ guard guard
Stop if deal is missing
■ days_since_activity date_diff
Calculate days between deal last activity date and now
■ activity_penalty math
Calculate days since activity times 5
■ activity_score math
Calculate 100 minus activity penalty
■ contact_count count
Count items in contacts
■ contact_score math
Calculate contact count times 25
■ stage_deals_filtered filter
Filter by condition
■ stage_avg reduce
Reduce with avg
■ stage_deviation_raw math
Calculate deal amount minus stage avg
■ stage_deviation_pct math
Calculate stage deviation raw divided by stage avg
■ stage_deviation_abs math
Calculate stage deviation pct times 100
■ stage_score math
Calculate 100 minus stage deviation abs
■ close_date_past is_past
Check if is in the past
■ close_date_score switch
Map close date past to one of: true
■ competitor_score switch
Map deal custom fields new competitors 30d to one of: true
■ w_activity math
Calculate activity score times 0.3
■ w_contact math
Calculate contact score times 0.25
■ w_stage math
Calculate stage score times 0.2
■ w_close math
Calculate close date score times 0.15
■ w_competitor math
Calculate competitor score times 0.1
■ health_1 math
Calculate w activity plus w contact
■ health_2 math
Calculate health 1 plus w stage
■ health_3 math
Calculate health 2 plus w close
■ health_score math
Calculate health 3 plus w competitor
■ checklist to_checklist
Format results as an actionable checklist
■ summary to_summary
Format results as a summary card
■ ai_ready all
Check if all conditions are true
■ hashed_deal hash_replace
Anonymize sensitive fields for safe AI processing
✦ ai_analysis ai-prompt
AI generates a response from a custom prompt
skip: step.ai_ready equal false
■ restored_deal hash_restore
Restore anonymized fields back to real values
▼
Output
summary summary
checklist checklist
ai_analysis restored_deal

Settings (2)

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

enable ai toggle = on
ai threshold number = 60

Tags

hubspot dealhealthhubspotscoring

Details

33 steps 2 configurable settings recipe_id: compute-deal-health-hubspot

Install

Install in Recued View publisher Open Kitchen

If the webclient is not paired yet, copy compute-deal-health-hubspot and paste it after pairing.