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Weekly Pipeline Metrics

by recued-core v1 action

Computes key pipeline metrics for open deals: total deals, total value, weighted value, and near-term closures.

How it works

Data fetch
▼ deals deal-list-reader-hubspot
Fetch list reader from hubspot
▼
Process (16 steps)
■ remove_won filter
Filter by condition
■ open_deals_unfiltered filter
Filter by condition
■ filter_pipeline filter
Filter by condition
skip: config.include_all_pipelines equal true
■ open_deals coalesce
Use the first available value from: filter pipeline, open deals unfiltered
■ total_deals count
Count items in open deals
■ total_pipeline reduce
Reduce with sum
■ deals_weighted map
Extract from each item
■ weighted_pipeline reduce
Reduce with sum
■ deals_with_days map
Extract close_date from each item
■ close_week_temp filter
Filter by condition
■ closing_this_week_deals filter
Filter by condition
■ closing_this_week count
Count items in closing this week deals
■ close_month_temp filter
Filter by condition
■ closing_this_month_deals filter
Filter by condition
■ closing_this_month count
Count items in closing this month deals
■ 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 pipelinemetricsdealshubspot

Details

17 steps 1 configurable settings recipe_id: compute-weekly-pipeline-metrics-hubspot

Install

Install in Recued View publisher Open Kitchen

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