Stale Deals by Owner

by recued-core v1 action

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

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

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

stale threshold days number = 14

11 steps 1 configurable settings recipe_id: list-stale-deals-by-owner-hubspot

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