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Open deals by stage (any CRM)

by recued-core v1 8 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 ?
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 =

About

Tags

crmdealpipelinereporting

Details

5 steps 1 configurable settings recipe_id: surface-open-deals-canonical