Sales Funnel Analytics
fortnox_sales_funnelAnalyze sales funnel from offers to orders to invoices, showing counts, values, and conversion rates at each stage to pinpoint where leads drop off.
Instructions
Analyze sales funnel from offers to orders to invoices. Shows counts, values, and conversion rates at each stage.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| period | No | Date period to analyze (e.g., 'this_quarter', 'this_year') | |
| to_date | No | End date for analysis (YYYY-MM-DD). Ignored if period is specified. | |
| from_date | No | Start date for analysis (YYYY-MM-DD). Ignored if period is specified. | |
| response_format | No | Output format: 'markdown' or 'json' | markdown |