Pipeline Health Score
score_pipeline_healthAssess pipeline health by calculating a 0-100 score based on velocity, conversion rates, and funnel signals. Detect bottlenecks, stalled deals, and test deals against exit criteria to prioritize actions.
Instructions
Analyze pipeline health with velocity metrics, signal detection, and exit criteria testing.
Calculates overall health score (0-100), identifies bottleneck stages, measures stage-to-stage conversion rates, flags stalled deals, detects pipeline signals, and optionally tests deals against exit criteria.
Args: pipeline_id: Optional HubSpot pipeline ID to filter. Default: all pipelines. source: "auto" (uses HubSpot if API key is set, otherwise sample data), "hubspot" for live data, "sample" for built-in demo data. exit_criteria: Optional JSON string with exit criteria to test against. List of objects: [{stage, test_name, required_field, is_blocking}].
Returns: JSON with health score, velocity, conversion rates, at-risk deals, signals, and optional exit criteria test results.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| pipeline_id | No | ||
| source | No | auto | |
| exit_criteria | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |