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Open Deals by Owner

by recued-core v1 action

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

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

lookback days number = 365

Tags

hubspot dealownerpipelinehubspot

Details

20 steps 1 configurable settings recipe_id: group-open-deals-by-owner-hubspot

Install

Install in Recued View publisher Open Kitchen

If the webclient is not paired yet, copy group-open-deals-by-owner-hubspot and paste it after pairing.