Use “Zuora account revenue brief” in Recued. It provides a read-only Zuora account brief.

How it works 13 steps

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

Process (13 steps)

■ account_read ?

■ summary ?

■ subscriptions_raw ?

■ defaults defaults

Apply defaults

■ invoice_count count

Count items in summary invoices

■ payment_count count

Count items in summary payments

■ subscription_count count

Count items in subscriptions

■ invoice_rows slice

Take a subset of

■ subscription_rows slice

Take a subset of

■ summarize ?

■ invoice_table to_table

Format results as a data table

■ subscription_table to_table

Format results as a data table

■ card to_summary

Format results as a summary card

Settings 5 configurable

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

focus setting = Summarize the Zuora account for a revenue operator: balance, payment state, recent invoices and payments, subscription status, renewal or term risk, and concrete follow-up. Do not invent facts outside the Zuora data.

zuora setting =

row limit setting = 25

max length setting = 1000

account key setting = [object Object]