Recued
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Open Deals by Stage

by recued-core v1 action

Groups open deals by pipeline stage with deal count, total value, and average deal size. Sorted by pipeline stage order.

How it works

Data fetch
deals deal-list-reader-hubspot
Fetch list reader from hubspot
Process (7 steps)
pipeline_filtered filter
Filter by condition
open_deals filter
Filter by condition
non_lost_deals filter
Filter by condition
stage_stats group_by
Group by stage
with_order_index map
Extract from each item
sorted_stages sort
Sort by
deal_table to_table
Format results as a data table
Output
table deal_table

Settings (1)

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

pipeline id text = default

Tags

hubspot dealpipelinestagereportinghubspot

Details

8 steps 1 configurable settings recipe_id: list-open-deals-by-stage-hubspot

Install

Install in Recued View publisher Open Kitchen

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