find_similar_opportunities
Find opportunities similar to a reference deal or matching criteria like industry, amount, and stage, with pattern analysis to identify market trends and success insights.
Instructions
Find opportunities similar to a reference opportunity or based on specific criteria. Includes pattern analysis and similarity scoring to identify market trends and success patterns.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| isWon | No | Filter by won/lost status | |
| limit | No | Maximum number of results to return (default: 50) | |
| stage | No | Filter by opportunity stage (e.g., "Closed Won", "Proposal") | |
| industry | No | Filter by industry (e.g., "Information Technology & Services") | |
| maxAmount | No | Maximum opportunity amount | |
| minAmount | No | Minimum opportunity amount | |
| closeDateEnd | No | End date for close date range (YYYY-MM-DD) | |
| closeDateStart | No | Start date for close date range (YYYY-MM-DD) | |
| includeAnalysis | No | Whether to include pattern analysis and insights (default: true) | |
| referenceOpportunityId | No | Optional reference opportunity ID to find similar deals based on its characteristics |