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Open Deals by Owner

by recued-core v2 44 views

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 recued-core.hubspot.deal.list
List deal on hubspot
▼
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
▼
Output
table owner_table
Settings 1 configurable

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

min deal count number = 0

Uses (1 operation)

Pack operation List deal on hubspot recued-core.hubspot.deal.list

About

Tags

hubspot dealownerpipelinehubspotreporting

Details

6 steps 1 configurable settings recipe_id: summarize-deal-open-by-owner-hubspot