Use “Open Deals by Owner” in Recued. Groups open deals by owner with deal count, pipeline value, and average deal size. Filter owners by minimum deal count threshold.

How it works 6 steps

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

Data fetch

▼ all_deals ?

▼

Process (5 steps)

■ open_deals filter

Filter by condition

■ owner_groups group_by

Group by properties.hubspot_owner_id

■ filtered_owners filter

Filter by condition

■ sorted_owners sort

Sort by

■ owner_table to_table

Format results as a data table

Settings 2 configurable

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

hubspot setting =

min deal count number = 0