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Hammad-Tariq007

bd-crm-analytics

get_velocity_and_cycle

Calculates sales velocity ($/day) from open opportunities, average deal value, win rate, and cycle length, plus average cycle length from created to won, segmented by Profile and Country.

Instructions

Sales velocity ($/day) with its four inputs (open opps, avg deal value, win rate, avg cycle length), plus average cycle length (created → Won) broken down by Profile and by Country.

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?

With no annotations provided, the description carries full burden. It discloses the output structure (velocity, inputs, cycle length breakdowns) but does not mention behavioral traits like being read-only, idempotent, or any permissions needed. It is adequate but not rich.

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 a single, well-structured sentence with no fluff. It efficiently conveys the core output and breakdown dimensions.

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?

Given moderate complexity, the description covers the return structure adequately without needing an output schema. It explains what metrics are returned and the breakdowns. Leaves out only minor details like data format or freshness.

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 coverage is 100% and each parameter is described in the schema. The description adds no additional meaning beyond what the schema provides (date range filters). Baseline 3 is appropriate.

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 returns 'Sales velocity ($/day) with its four inputs' and 'average cycle length broken down by Profile and by Country'. The verb 'get' plus the specific resource 'velocity_and_cycle' is precise, and the breakdown distinguishes it from sibling tools like 'get_win_rate' or 'get_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 Guidelines3/5

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

The description implies usage for sales velocity and cycle analysis but lacks any explicit guidance on when to use this tool versus alternatives (e.g., when to prefer this over get_win_rate or get_forecast). No exclusions or context dependency mentioned.

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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