Groups open deals by close date month within forecast horizon, displays monthly pipeline table, and generates AI narrative analyzing monthly trends + risk factors.

How it works 21 steps

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

Data fetch

▼ all_deals ?

▼

Process (20 steps)

■ open_deals filter

Filter by condition

■ with_days_since map

Extract properties.closedate from each item

■ with_days_inactive map

Extract properties.notes_last_contacted from each item

■ neg_horizon math

Calculate: 0 - {{config.forecast_horizon_days}}

■ forecast_deals filter

Filter by condition

■ overdue_deals filter

Filter by condition

■ overdue_count count

Count items in overdue deals

■ stale_deals filter

Filter by condition

■ stale_count count

Count items in stale deals

■ deals_weighted map

Extract from each item

■ forecast_count count

Count items in forecast deals

■ raw_total reduce

Reduce with sum

■ weighted_total reduce

Reduce with sum

■ deals_with_month map

Extract properties.closedate from each item

■ monthly_aggregates group_by

Group by close_month

■ monthly_sorted sort

Sort by

■ monthly_table to_table

Format results as a data table

■ monthly_text_rows map

Extract from each item

■ monthly_text join

Join items with "\n"

■ ai_analysis ?

skip: config.enable_ai equal false

Settings 3 configurable

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

hubspot setting =

enable ai toggle = on

forecast horizon days number = 90