Rep Pipeline Summary

by recued-core v1 action

Shows open deals per sales rep with pipeline value and average deal size.

Data fetch

▼ deals deal-list-reader-hubspot

Fetch list reader from hubspot

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Process (6 steps)

■ not_won filter

Filter by condition

■ open_deals filter

Filter by condition

■ deals_with_rep filter

Filter by condition

■ by_rep group_by

Group by owner_id

■ sorted_reps sort

Sort by

■ rep_table to_table

Format results as a data table

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Output

table rep_table

7 steps recipe_id: show-open-deals-by-rep-hubspot

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