Use “Pipeline Forecaster” in Recued. 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