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Open deals by stage (any CRM)

by recued-core v2 23 views

Use “Open deals by stage (any CRM)” in Recued. Group your open CRM deals by stage — per-stage count, total and average value.

How it works 5 steps

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

Process (5 steps)
◆ deals core.crm.deal.search
Search crm deal
■ open_deals filter
Filter by condition
■ stage_stats group_by
Group by stage
■ ranked_stages sort
Sort by
■ deal_table to_table
Format results as a data table
▼
Output
table deal_table

Uses (1 operation)

Pack operation Search crm deal core.crm.deal.search

About

Tags

crmdealpipelinereporting

Details

5 steps recipe_id: surface-open-deals-canonical