Recued
Menu
← Back to recipes

Stale Deals by Owner

by recued-core v2 43 views

Use “Stale Deals by Owner” in Recued. Identifies open deals with no activity beyond threshold, grouped by owner with pipeline value and percentage of total stale pipeline.

How it works 9 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 (8 steps)
■ open_deals filter
Filter by condition
■ deals_with_days map
Extract properties.notes_last_contacted from each item
■ stale_deals filter
Filter by condition
■ total_stale_value reduce
Reduce with sum
■ owner_aggregates group_by
Group by properties.hubspot_owner_id
■ owner_stats map
Extract from each item
■ sorted_owners sort
Sort by
■ result_table to_table
Format results as a data table
▼
Output
table result_table
Settings 1 configurable

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

stale threshold days number = 14

Uses (1 operation)

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

About

Tags

hubspot dealstaleownerpipelinehubspot

Details

9 steps 1 configurable settings recipe_id: list-stale-deals-by-owner-hubspot