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Closed Lost Deals Report

by recued-core v2 44 views

Use “Closed Lost Deals Report” in Recued. Lists recently closed lost deals with loss reasons, sorted newest first.

How it works 5 steps

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

Data fetch
▼ deals recued-core.hubspot.deal.list
List deal on hubspot
▼
Process (4 steps)
■ lost_deals filter
Filter by condition
■ sorted_lost sort
Sort by
■ limited_lost slice
Take a subset of
■ lost_table to_table
Format results as a data table
▼
Output
table lost_table
Settings 2 configurable

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

max rows number = 20
lookback days number = 30

Uses (1 operation)

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

About

Tags

hubspot deallostreporthubspot

Details

5 steps 2 configurable settings recipe_id: list-closed-lost-deals-hubspot