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

How it works 17 steps

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

Data fetch

▼ deals deal-list-reader-hubspot

Fetch list reader from hubspot

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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

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Output

summary metrics

Settings 1 configurable

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

include all pipelines toggle = on