Territory Planner

by recued-core v1 action

Groups accounts by region with revenue summary and detailed postal code mapping for territory planning.

Data fetch

▼ accounts account-list-reader-hubspot

Fetch list reader from hubspot

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Process (6 steps)

⚠ check_empty guard

Stop if accounts is empty

■ clean_region map

Extract from each item

■ handle_missing_region map

Extract _region_clean from each item

■ region_summary group_by

Group by _region_clean

■ summary_table to_table

Format results as a data table

■ detailed_territory to_table

Format results as a data table

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Output

table summary_table

table detailed_territory

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

lookback days number = 3650

7 steps 1 configurable settings recipe_id: group-accounts-by-region-hubspot

If the webclient is not paired yet, copy group-accounts-by-region-hubspot and paste it after pairing.