Identifies sales reps with pipeline significantly above/below team average. Flags outliers based on configurable threshold.

How it works 11 steps

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

Data fetch

▼ deals ?

▼

Process (10 steps)

■ open_deals filter

Filter by condition

⚠ check_open_deals guard

Stop if open deals is empty

■ owner_stats group_by

Group by properties.hubspot_owner_id

■ team_avg_pipeline reduce

Reduce with avg

■ threshold_ratio math

Calculate: {{config.deviation_threshold_pct}} / 100

■ with_deviation map

Extract from each item

■ with_abs_deviation map

Extract from each item

■ with_outlier_flag map

Extract from each item

■ sorted_owners sort

Sort by

■ owner_table to_table

Format results as a data table

Settings 3 configurable

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

hubspot setting =

lookback days number = 365

deviation threshold pct number = 30