score_pipeline_health
Analyze sales pipeline health by calculating scores, identifying bottlenecks, measuring conversion rates, and detecting at-risk deals to improve revenue forecasting.
Instructions
Analyze pipeline health with velocity metrics, conversion rates, and at-risk detection.
Calculates overall health score (0-100), identifies bottleneck stages, measures stage-to-stage conversion rates, and flags stalled or overdue deals.
Args: pipeline_id: Optional HubSpot pipeline ID to filter. Default: all pipelines. source: "hubspot" for live data, "sample" for built-in demo data.
Returns: JSON with health score, velocity metrics, conversion rates, at-risk deals, and stage distribution.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| pipeline_id | No | ||
| source | No | hubspot |