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Zuora revenue operations digest

by recued-core v1 8 views

Use “Zuora revenue operations digest” in Recued. It provides a scheduled, read-only Zuora revenue operations digest.

How it works 15 steps

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

Process (15 steps)
orders_raw ?
products_raw ?
charge_definitions_raw ?
defaults defaults
Apply defaults
order_count count
Count items in orders
product_count count
Count items in products
charge_definition_count count
Count items in charge definitions
order_rows slice
Take a subset of
product_rows slice
Take a subset of
charge_definition_rows slice
Take a subset of
summarize ?
order_table to_table
Format results as a data table
product_table to_table
Format results as a data table
charge_definition_table to_table
Format results as a data table
card to_summary
Format results as a summary card
Settings 11 configurable

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

focus setting = Summarize order activity, catalog readiness, pricing or charge-definition risk, revenue recognition signals, and concrete revenue-ops follow-up. Do not invent facts outside the Zuora evidence.
zuora setting =
end date setting =
end hour setting = 10
weekdays setting = 1,2,3,4,5
row limit setting = 25
max length setting = 1100
start date setting =
start hour setting = 8
order status setting =
date filter option setting = updatedDate

Trust & control

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

Permissions it requires

Read your Zuora connection
Declared by the recipe — Recued grants these at install, where you review them before approving.

About

Tags

zuora zuorabillingsubscriptionsrevenueorderscatalogdigestpack:zuora

Details

15 steps 11 configurable settings recipe_id: revenue-operations-digest-zuora