Recued
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Rep Pipeline Summary

by recued-core v1 27 views

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

How it works 7 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 (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
Output
table rep_table

Uses (1 ingredient)

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

About

Tags

hubspot salespipelinedealsanalytics

Details

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