Pipeline Health Score
score_pipeline_healthAnalyze sales pipeline health by measuring velocity, conversion rates, and detecting at-risk deals. Get an overall score and identify bottlenecks.
Instructions
Analyze pipeline health with velocity metrics, conversion rates, and at-risk detection.
Calculates overall health score (0-100), identifies bottleneck stages, measures stage-to-stage conversion rates, and flags stalled or overdue deals.
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.
Returns: JSON with health score, velocity metrics, conversion rates, at-risk deals, and stage distribution.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| pipeline_id | No | ||
| source | No | auto |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |