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Top accounts by revenue (any CRM)

by recued-core v1 7 views

Use “Top accounts by revenue (any CRM)” in Recued. Rank your CRM accounts by annual revenue and show the top slice as a table — account, domain, industry, revenue.

How it works 5 steps

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

Process (5 steps)
accounts ?
with_revenue filter
Filter by condition
ranked sort
Sort by
top_accounts slice
Take a subset of
account_table to_table
Format results as a data table
Settings 2 configurable

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

crm setting =
top n setting = 10

About

Tags

crmaccountreporting

Details

5 steps 2 configurable settings recipe_id: rank-top-accounts-by-revenue-canonical