Rank your open CRM deals by amount and show the top slice as a table — name, owner, stage, value. Vendor-neutral: one recipe that binds to HubSpot deals or Salesforce opportunities at pack install. 'Open' is the canonical close_state signal (not a raw vendor stage); deals without an amount are excluded from a value ranking.

How it works 6 steps

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

Process (6 steps)

■ deals ?

■ open_deals filter

Filter by condition

■ with_amount filter

Filter by condition

■ ranked sort

Sort by

■ top_deals slice

Take a subset of

■ deal_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