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Open Deals by Owner

by recued-core v2 44 views

Use “Open Deals by Owner” in Recued. Groups all open deals by owner with pipeline metrics and sortable table view.

How it works 6 steps

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

Data fetch
▼ all_deals recued-core.hubspot.deal.list
List deal on hubspot
▼
Process (5 steps)
■ open_deals filter
Filter by condition
■ owner_stats group_by
Group by properties.hubspot_owner_id
■ filtered_owners filter
Filter by condition
■ sorted_owners sort
Sort by
■ owner_table to_table
Format results as a data table
▼
Output
table owner_table
Settings 1 configurable

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

min deal count number = 0

Uses (1 operation)

Pack operation List deal on hubspot recued-core.hubspot.deal.list

About

Tags

hubspot dealownerpipelinehubspot

Details

6 steps 1 configurable settings recipe_id: group-open-deals-by-owner-hubspot