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 15 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Data fetch

▼ deals contact-deals-hubspot

Fetch deals from hubspot

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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

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Output

summary main_summary

table open_deals_table

Settings 1 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

lookback days number = 730