Summarize your CRM book of business in one card: account count, total annual revenue, and total headcount. Vendor-neutral: binds to HubSpot companies or Salesforce accounts at pack install. Accounts missing a figure are skipped, never counted as zero.

How it works 5 steps

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

Process (5 steps)

■ accounts ?

■ 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

Settings 1 configurable

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

crm setting =