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Pipeline Metrics

by recued-core v1 action

Computes weekly pipeline metrics across all open deals.

How it works

Data fetch
▼ deals deal-list-reader-hubspot
Fetch list reader from hubspot
▼
Process (15 steps)
■ open_deals filter
Filter by condition
■ primary_deals filter
Filter by condition
skip: config.include_all_pipelines equal true
■ active_deals coalesce
Use the first available value from: primary deals, open deals
■ total_deals count
Count items in active deals
■ total_pipeline reduce
Reduce with sum
■ weighted_deals map
Extract from each item
■ weighted_pipeline reduce
Reduce with sum
■ deals_with_days map
Extract close_date from each item
■ week_future filter
Filter by condition
■ week_candidates filter
Filter by condition
■ closing_this_week count
Count items in week candidates
■ month_future filter
Filter by condition
■ month_candidates filter
Filter by condition
■ closing_this_month count
Count items in month candidates
■ metrics to_summary
Format results as a summary card
▼
Output
summary metrics

Settings (1)

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

include all pipelines toggle = on

Tags

hubspot pipelinemetricshubspotdeals

Details

16 steps 1 configurable settings recipe_id: compute-pipeline-metrics-hubspot

Install

Install in Recued View publisher Open Kitchen

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