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Open Deals by Stage

by recued-core v1 85 views

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

How it works 8 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 (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

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

pipeline id text = default

Uses (1 ingredient)

Ingredient deal-list-reader-hubspot deal-list-reader-hubspot

About

Tags

hubspot dealpipelinestagereportinghubspot

Details

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