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Contact Deal Summary

by recued-core v1 context

Shows all deals associated with a contact: open deals table, closed-won total value, closed-lost count, open pipeline value, and historical win rate.

How it works

Data fetch
▼ deals contact-deals-hubspot
Fetch deals from hubspot
▼
Process (14 steps)
■ won_deals filter
Filter by condition
■ lost_deals filter
Filter by condition
■ not_won filter
Filter by condition
■ open_deals filter
Filter by condition
■ open_count count
Count items in open deals
■ open_total reduce
Reduce with sum
■ won_count count
Count items in won deals
■ won_total reduce
Reduce with sum
■ lost_count count
Count items in lost deals
■ total_closed math
Calculate won count plus lost count
■ win_rate_decimal math
Calculate won count divided by total closed
skip: step.total_closed equal 0
■ win_rate_safe coalesce
Use the first available value from: win rate decimal, 0
■ main_summary to_summary
Format results as a summary card
■ open_deals_table to_table
Format results as a data table
▼
Output
summary main_summary
table open_deals_table

Settings (1)

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

lookback days number = 730

Tags

hubspot contactdealhubspotpipeline

Details

15 steps 1 configurable settings recipe_id: summarize-contact-deals-hubspot

Install

Install in Recued View publisher Open Kitchen

If the webclient is not paired yet, copy summarize-contact-deals-hubspot and paste it after pairing.