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Hammad-Tariq007

bd-crm-analytics

get_forecast

Compute the weighted pipeline forecast by applying stage win probabilities to each lead's estimated value, returning total and per-stage breakdown.

Instructions

Weighted pipeline forecast: total estimated value of open leads, each weighted by its stage's win probability, with a per-stage breakdown. Deal value is an estimate.

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.
Behavior3/5

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

No annotations provided; description notes deal value is an estimate but omits details on data freshness, recalculation logic, or side effects.

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?

Two concise sentences front-loading key functionality with zero unnecessary words.

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

Completeness4/5

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

With no output schema, description hints at per-stage breakdown; covers essential purpose but could clarify default range behavior.

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?

Schema provides full parameter descriptions (100% coverage); description adds no extra meaning beyond what schema already offers.

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?

Description clearly states the tool computes a weighted pipeline forecast with per-stage breakdown, distinguishing it from siblings like win rate or conversion funnel.

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?

No guidance on when to use this tool versus alternatives; lacks context on prerequisites or exclusion criteria.

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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