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Hammad-Tariq007

bd-crm-analytics

get_conversion_funnel

Analyze the sales pipeline from Applied to Won, revealing conversion rates, drop-offs, and the stage with the biggest leak to identify bottlenecks.

Instructions

Stage-conversion funnel (Applied → … → Won) with per-step conversion %, drop-off, and the biggest-leak stage. Snapshot of current pipeline positions.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
end_dateNoCustom range end (YYYY-MM-DD). Use with start_date.
start_dateNoCustom range start (YYYY-MM-DD). Use with end_date.
date_filterNoPreset range, e.g. "this_month", "last_month", "last_3_months". Omit for all time.
Behavior2/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

With no annotations, the description should disclose behavioral traits. It only mentions a snapshot of current pipeline positions but fails to describe whether the operation is read-only, any side effects, or limitations like data freshness or pagination.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is concise with two sentences. The first sentence front-loads the main purpose and key metrics, and the second adds context without waste.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness3/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

The description explains the output includes per-step conversion %, drop-off, and biggest-leak stage, which is helpful but lacks specifics on the exact structure or fields returned. Given no output schema, more detail on output format would improve completeness.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

All three parameters are described in the schema (100% coverage). The description mentions custom and preset ranges, but this adds little beyond the schema's parameter descriptions.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states it provides a stage-conversion funnel with per-step conversion percentages, drop-off, and the biggest-leak stage. It distinguishes itself from sibling tools like get_forecast and get_win_rate by focusing on pipeline positions and conversion steps.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines2/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description lacks explicit guidance on when to use this tool versus alternatives. No context on prerequisites, exclusions, or best-fit scenarios is provided.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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