Close Date Analyzer (any CRM)
Use “Close Date Analyzer (any CRM)” in Recued. Evaluates deal close date validity and timeline realism with a traffic-light checklist.
How it works
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
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Output
summary
close_date_metrics
checklist
close_date_health
Settings
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