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