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 ?

▼

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

Settings 2 configurable

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

hubspot setting =

stale threshold days number = 14