Group your open CRM deals by stage — per-stage count, total and average value. Vendor-neutral: binds to HubSpot deals or Salesforce opportunities at pack install; 'open' is the canonical close_state signal, not a raw vendor stage.

How it works 5 steps

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

Process (5 steps)

■ deals ?

■ 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

Settings 1 configurable

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

crm setting =