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

How it works 14 steps

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

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