Use “Where the quotes stand” in Recued. What is still out, what expires soon, what expired unanswered, and the win rate computed only over quotes you actually got an answer on.
Where the quotes stand
Use “Where the quotes stand” in Recued. What is still out, what expires soon, what expired unanswered, and the win rate computed only over quotes you actually got an answer on.
Complete workflow
Quote Pipeline
4 pinned recipes
Use Quote Pipeline in Recued for quotes, win rate, sales, and small business. It includes 5 built-in actions and 3 ready-to-run workflows. Actions that change data use Recued's approval controls.
You are viewing one recipe in this workflow. Installing it opens the complete pack so its other recipes and background automations arrive together.
Use “Record a quote you sent” in Recued. A quote you sent yourself — what, to whom, how much, and how long it stands. It starts undecided and counts towards no rate until you hear back.
Use “Record what happened” in Recued. Won, lost or withdrawn. It uses the connections and settings you choose when you run it.
Use “Records runtime” in Recued. It helps you complete this workflow using the connections and settings you choose.
The pipeline
⛔⛔ THE WIN RATE COUNTS ONLY QUOTES YOU GOT AN ANSWER ON. Three won, two lost and five still out is 60%, not 30%. Dividing by everything you ever sent buries your real rate under quotes nobody has answered yet, and a business that believes it wins 30% prices the next job as if it must — which is how a good rate becomes a bad one. Undecided is its own state; withdrawn counts in neither. With nothing answered yet the rate is —, not zero.
⛔ EXPIRED IS DERIVED AT READ TIME, NEVER STORED. A quote does not change when the clock passes it, and a stored flag would need something to run to stay true. It also is NOT a loss: nobody chose you, nobody chose against you, and folding it into the loss column would quietly drag your rate down for other people's silence.
⚠ Every recorded quote lands in exactly one of five buckets — won, lost, withdrawn, live, expired — and the card says whether that held. A quote that fell out of all five would be one you sent and cannot see.
⚠ The lost-reason breakdown is the most useful thing here and the only part that needs you to have typed something. Losing on price and losing on timing are different businesses.
⚠ Nothing is chased and nothing is sent.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (50 steps)
now_iso
date_add
Add 0 seconds to
today_parts
split
Split now iso into parts
today
default
Apply default
soon_iso
date_add
Add setting expiring within days days to
soon_parts
split
Split soon iso into parts
soon
default
Apply default
all_quotes
?
rows
default
Apply default
total_recorded
count
Count items in rows
view
map
Extract from each item
won
filter
Filter by condition
lost
filter
Filter by condition
withdrawn
filter
Filter by condition
undecided
filter
Filter by condition
live_rows
?
expired_rows
?
expiring_rows
?
live
map
Extract from each item
expired
map
Extract from each item
expiring_all
map
Extract from each item
won_count
count
Count items in won
lost_count
count
Count items in lost
withdrawn_count
count
Count items in withdrawn
live_count
count
Count items in live
expired_count
count
Count items in expired
expiring_all_count
count
Count items in expiring all
expiring_count
math
Calculate: {{step.expiring_all_count}} - {{step.expired_count}}
decided
math
Calculate: {{step.won_count}} + {{step.lost_count}}
has_decided
compare
Check if decided is greater than 0
rate_raw
math
Calculate: round({{step.won_count}} * 1000 / max({{step.decided}}, 1)) / 10
win_rate
ternary
Apply ternary
undecided_count
count
Count items in undecided
open_split_total
math
Calculate: {{step.live_count}} + {{step.expired_count}}
open_split_agrees
compare
Check if open split total equals undecided count
bucket_total
math
Calculate: {{step.won_count}} + {{step.lost_count}} + {{step.withdrawn_count}} + {{step.live_count}} + {{step.expired_count}}
buckets_agree
compare
Check if bucket total equals total recorded
won_value_raw
sum
Sum values in
won_value
round
Round won value raw to 2 decimal places
out_value_raw
sum
Sum values in
out_value
round
Round out value raw to 2 decimal places
expired_value_raw
sum
Sum values in
expired_value
round
Round expired value raw to 2 decimal places
live_sorted
sort
Sort by valid_until
live_table
to_table
Format results as a data table
expired_sorted
sort
Sort by valid_until
expired_table
to_table
Format results as a data table
lost_reasons
group_by
Group by lost_reason
reasons_sorted
sort
Sort by count
reasons_table
to_table
Format results as a data table
card
to_summary
Format results as a summary card
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
limit
setting
=
200
expiring within days
setting
=
7