Forecasts pipeline by month with weighted totals and AI narrative.

How it works 22 steps

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

Data fetch

▼ deals ?

▼

Process (21 steps)

⚠ check_deals guard

Stop if deals result results is empty

■ open_deals filter

Filter by condition

■ with_close_diff map

Extract properties.closedate from each item

■ neg_horizon math

Calculate: 0 - {{config.forecast_horizon_days}}

■ future_deals filter

Filter by condition

■ valid_deals filter

Filter by condition

■ with_weighted map

Extract from each item

■ with_stale_flag map

Extract last_activity_date from each item

■ with_expired_flag map

Extract close_date from each item

■ with_close_month map

Extract close_date from each item

■ stale_deals filter

Filter by condition

■ expired_deals filter

Filter by condition

■ stale_count count

Count items in stale deals

■ expired_count count

Count items in expired deals

■ grouped_by_month group_by

Group by close_month

■ sorted_forecast sort

Sort by

■ total_raw reduce

Reduce with sum

■ total_weighted reduce

Reduce with sum

■ forecast_table to_table

Format results as a data table

■ ai_context pick

Keep only specific fields from

skip: config.enable_ai equal false

■ cfo_narrative ?

skip: config.enable_ai equal false

Settings 4 configurable

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

hubspot setting =

enable ai toggle = on

stale threshold days number = 30

forecast horizon days number = 90