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Top accounts by revenue (any CRM)

by recued-core v2 21 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 core.crm.account.search
Search crm account
■ 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
▼
Output
table account_table
Settings 1 configurable

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

top n setting = 10

Uses (1 operation)

Pack operation Search crm account core.crm.account.search

About

Tags

crmaccountreporting

Details

5 steps 1 configurable settings recipe_id: rank-top-accounts-by-revenue-canonical