Sales Pipeline by BRM
baatjie_pipelineAggregate sales activity per Business Relationship Manager: book size, accounts signed, outreach, demos, sales. Compare logged activity to daily target to identify pipeline gaps.
Instructions
Roll up sales performance per Business Relationship Manager: inherited book size, agencies signed, and logged outreach/demo/sale activity.
Answers "who is performing", "where is the pipeline", and "are we hitting 26/day".
Args:
since (string, optional): ISO date (YYYY-MM-DD). Restrict activity to on/after this date.
limit (number): Max BRMs to return (default: 25)
response_format ('markdown' | 'json'): Output format
Returns: { "brms": [{ "brm_id","inherited_book_size","accounts_signed", "outreach","demos","sales" }], "totals": { "accounts_signed","outreach","demos","sales","brm_count" }, "against_target": { "daily_target": 26, "signed_today": number, "gap": number } }
Examples:
"How's the pipeline?" -> no args
"Activity this week" -> since='2026-08-03'
Error Handling:
BRMs with no logged activity appear with zeros rather than being omitted, so silence is visible rather than hidden
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | Maximum rows to return (1-200, default 25) | |
| since | No | Only count activity on or after this date | |
| response_format | No | Output format: 'markdown' for human-readable, 'json' for machine-readable | markdown |