Summarize quotes and acceptance
get_quote_pipeline_summaryUse this when someone asks how many quotes or estimates they sent, what they were worth, or how many were accepted or rejected. Returns quote count, total value, counts by status and an acceptance rate; defaults to the last 90 days, at most 366, skipping drafts and counting at most 500 quotes. Not for a single quote.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| endDate | No | Last UTC day to include, YYYY-MM-DD, at most 366 days after startDate; defaults to today | |
| startDate | No | First UTC day to include, YYYY-MM-DD; defaults to 89 days before endDate (a 90-day window) | |
| businessId | Yes | Business id: 24 lowercase hexadecimal characters |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| range | Yes | ||
| currency | Yes | ISO 4217 alpha-3 business currency, or null when unset | |
| quoteCount | Yes | ||
| quotedAmount | Yes | ||
| statusBreakdown | Yes | Non-draft quotes issued in the range, per status, with count and amount. Quote and customer identifiers, contacts, tax ids, addresses, notes, line descriptions and free text are never returned. | |
| amountMissingCount | Yes | ||
| acceptanceRatePercent | Yes | Approved quotes as a percentage of approved plus rejected; null when the count is a lower bound or none was decided | |
| quoteCountIsLowerBound | Yes |