Use “Account portfolio summary (any CRM)” in Recued. Summarize your CRM book of business in one card: account count, total annual revenue, and total headcount.

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

■ account_count count

Count items in accounts

■ total_revenue reduce

Reduce with sum

■ total_employees reduce

Reduce with sum

■ portfolio_card to_summary

Format results as a summary card

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Output

summary portfolio_card