Recued
Open Recued
← Back to recipes

Pipeline Forecaster

by recued-core v1 action

Forecasts pipeline by month with weighted totals and AI narrative.

How it works

Data fetch
▼ deals deal-list-reader-hubspot
Fetch list reader from hubspot
▼
Process (17 steps)
⚠ check_deals guard
Stop if deals is empty
■ open_deals filter
Filter by condition
■ with_close_diff map
Extract close_date from each item
■ future_deals filter
Filter by condition
■ valid_deals filter
Filter by condition
■ with_weighted map
Extract from each item
■ with_stale_flag map
Extract last_activity_date from each item
■ with_expired_flag map
Extract close_date from each item
■ stale_deals filter
Filter by condition
■ expired_deals filter
Filter by condition
■ stale_count count
Count items in stale deals
■ expired_count count
Count items in expired deals
■ grouped_by_month group_by
Group by close_date
■ sorted_forecast sort
Sort by
■ forecast_table to_table
Format results as a data table
■ ai_context pick
Keep only specific fields from
skip: config.enable_ai equal false
✦ cfo_narrative ai-prompt
AI generates a response from a custom prompt (PII auto-protected)
skip: config.enable_ai equal false
▼
Output
table forecast_table
ai_analysis cfo_narrative

Settings (3)

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

enable ai toggle = on
stale threshold days number = 30
forecast horizon days number = 90

Tags

hubspot forecastpipelinehubspotdeals

Details

18 steps 3 configurable settings recipe_id: forecast-pipeline-hubspot

Install

Install in Recued View publisher Open Kitchen

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