qobrix_funnel
Calculate a real-estate sales funnel with six conversion stages—Leads, Qualified, Viewing, Offer, Reserved, Closed—for any date range, scoped by agent or user.
Instructions
Canonical sales funnel in one call. Six stages with conversion %: Leads (opportunities created in window) → Qualified (status in [open,won]) → Viewing (property-viewings created in window) → Offer (offers created in window) → Reserved (contracts with contract_status=reserved) → Closed (contracts cos + agreed). Each stage is scoped by the same date window and (optional) assigned_to / agent. Use stage_overrides to substitute a tenant-specific definition for any stage. Example uses: 2026 funnel: { year: 2026 }. My funnel last 90 days: { assigned_to: 'CURRENT_USER', since_days: 90 }. Agent Vera's funnel: { agent: '', year: 2026 }.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| to | No | ISO exclusive upper bound. | |
| from | No | ISO lower bound. | |
| year | No | Calendar year window for the funnel. | |
| agent | No | Agent UUID (commission_to_2 / Properties.agent) to scope to an external broker. | |
| since_days | No | Rolling window in days. | |
| assigned_to | No | User UUID, or 'CURRENT_USER' to scope the funnel to one rep. | |
| stage_overrides | No | Optional map of stage_name → raw Qobrix search expression to override the canonical stage definition. Valid stage names: 'leads', 'qualified', 'viewing', 'offer', 'reserved', 'closed'. |