Analyzes closed deals by win/loss reasons with metrics and AI insights. Deals without win/loss reasons are excluded from analysis. AI insights require win/loss reasons to contain no personally identifiable information (e.g., names, emails).

How it works 12 steps

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

Data fetch

▼ deals ?

▼

Process (11 steps)

■ won_deals filter

Filter by condition

■ won_with_valid_reasons filter

Filter by condition

■ lost_deals filter

Filter by condition

■ lost_with_valid_reasons filter

Filter by condition

■ won_grouped group_by

Group by properties.closed_won_reason

■ lost_grouped group_by

Group by properties.closed_lost_reason

■ won_sorted sort

Sort by

■ lost_sorted sort

Sort by

■ win_table to_table

Format results as a data table

■ loss_table to_table

Format results as a data table

■ ai_analysis ?

skip: config.enable_ai_insights equal false

Settings 3 configurable

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

hubspot setting =

enable ai insights toggle = on

analysis window days number = 90