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Contact Deal Summary

by recued-core v1 context

Summarizes open/won/lost deals for a contact with win rate calculation.

How it works

Data fetch
contact_deals contact-deals-hubspot
Fetch deals from hubspot
Process (13 steps)
won_deals filter
Filter by condition
lost_deals filter
Filter by condition
not_won filter
Filter by condition
open_deals filter
Filter by condition
open_count count
Count items in open deals
open_total reduce
Reduce with sum
won_count count
Count items in won deals
won_total reduce
Reduce with sum
lost_count count
Count items in lost deals
total_closed math
Calculate: {{step.won_count}} + {{step.lost_count}}
win_rate_raw math
Calculate: {{step.won_count}} / {{step.total_closed}}
skip: step.total_closed equal 0
win_rate_value coalesce
Use the first available value from: win rate raw, 0
metrics to_summary
Format results as a summary card
Output
summary metrics

Tags

hubspot contactdealsummaryhubspotanalytics

Details

14 steps recipe_id: contact-deals-summary-hubspot

Install

Install in Recued View publisher Open Kitchen

If the webclient is not paired yet, copy contact-deals-summary-hubspot and paste it after pairing.