Identifies open deals with no activity beyond threshold, grouped by owner with pipeline value metrics and percentage of total stale pipeline.

How it works 11 steps

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

Data fetch

▼ deals deal-list-reader-hubspot

Fetch list reader from hubspot

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Process (10 steps)

■ not_won filter

Filter by condition

■ open_deals filter

Filter by condition

■ with_activity filter

Filter by condition

■ with_days_since map

Extract last_activity_date from each item

■ stale_deals filter

Filter by condition

■ total_stale_value sum

Sum values in

■ owner_aggregates group_by

Group by owner_id

■ with_pct map

Extract stale_pipeline_value from each item

■ sorted_owners sort

Sort by

■ stale_table to_table

Format results as a data table

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Output

table stale_table

Settings 1 configurable

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

stale threshold days number = 14