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Close Date Analyzer (any CRM)

by recued-core v2 42 views

Use “Close Date Analyzer (any CRM)” in Recued. Evaluates deal close date validity and timeline realism with a traffic-light checklist.

How it works 5 steps

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

Process (5 steps)
◆ deal core.crm.deal.read
Read crm deal
■ days_until_close date_diff
Calculate days between now and deal key dates close date
■ unrealistic_timeline any
Check if any of the conditions are true
■ close_date_metrics to_summary
Format results as a summary card
■ close_date_health to_checklist
Format results as an actionable checklist
▼
Output
summary close_date_metrics
checklist close_date_health
Settings 1 configurable

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

max reasonable days number = 180

Uses (1 operation)

Pack operation Read crm deal core.crm.deal.read

About

Tags

dealcrmtimeline

Details

5 steps 1 configurable settings recipe_id: analyze-close-date-crm