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Close Date Status

by recued-core v1 context

Shows days until/overdue status and traffic light indicator for deal close date.

How it works

Data fetch
▼ deal deal-reader-hubspot
Fetch reader from hubspot
▼
Process (13 steps)
■ has_close_date compare
Check if deal close date exists
■ is_overdue is_past
Check if is in the past
skip: step.has_close_date equal false
■ raw_days date_diff
Calculate days between deal close date and now
skip: step.has_close_date equal false
■ days_until math
Calculate 0 minus raw days
skip: step.is_overdue equal true or step.has_close_date equal false
■ message_missing template
Generate text from a template
skip: step.has_close_date equal true
■ message_overdue template
Generate text from a template
skip: step.is_overdue equal false or step.has_close_date equal false
■ message_until template
Generate text from a template
skip: step.is_overdue equal true or step.has_close_date equal false
■ days_message coalesce
Use the first available value from: message missing, message overdue, message until
■ status_missing template
Generate text from a template
skip: step.has_close_date equal true
■ status_overdue template
Generate text from a template
skip: step.is_overdue equal false or step.has_close_date equal false
■ status_on_track template
Generate text from a template
skip: step.is_overdue equal true or step.has_close_date equal false
■ status_indicator coalesce
Use the first available value from: status missing, status overdue, status on track
■ summary_output to_summary
Format results as a summary card
▼
Output
summary summary_output

Tags

hubspot

Details

14 steps recipe_id: show-close-date-status-hubspot

Install

Install in Recued View publisher Open Kitchen

If the webclient is not paired yet, copy show-close-date-status-hubspot and paste it after pairing.