Groups open deals by owner with performance metrics, team benchmarks, and flags pipeline outliers (owners with total pipeline value <0.5x or >2x the team average pipeline per rep).

How it works 20 steps

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

Data fetch

▼ deals deal-list-reader-hubspot

Fetch list reader from hubspot

▼

Process (19 steps)

■ not_won filter

Filter by condition

■ open_deals filter

Filter by condition

■ owner_stats group_by

Group by owner_id

■ team_total_deals count

Count items in open deals

■ team_total_pipeline reduce

Reduce with sum

■ num_reps count

Count items in owner stats

■ avg_pipeline_per_rep math

Calculate team total pipeline divided by num reps

skip: step.num_reps equal 0

■ team_avg_deal_size math

Calculate team total pipeline divided by team total deals

skip: step.team_total_deals equal 0

■ high_threshold math

Calculate avg pipeline per rep times 2

skip: step.avg_pipeline_per_rep is_null

■ low_threshold math

Calculate avg pipeline per rep times 0.5

skip: step.avg_pipeline_per_rep is_null

■ above_outliers filter

Filter by condition

skip: step.high_threshold is_null

■ below_outliers filter

Filter by condition

skip: step.low_threshold is_null

■ above_owner_ids pluck

Extract owner_id from each item

skip: step.above_outliers is_null

■ below_owner_ids pluck

Extract owner_id from each item

skip: step.below_outliers is_null

■ above_owner_list join

Join items with ", "

skip: step.above_owner_ids is_null

■ below_owner_list join

Join items with ", "

skip: step.below_owner_ids is_null

■ outlier_checklist to_checklist

Format results as an actionable checklist

skip: step.high_threshold is_null

■ rep_table to_table

Format results as a data table

■ team_summary to_summary

Format results as a summary card

▼

Output

summary team_summary

checklist outlier_checklist

table rep_table

Settings 1 configurable

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

lookback days number = 365