deals_get_summary
Retrieve aggregated deal statistics including counts by status, total values, and conversion rates for dashboards and reporting.
Instructions
Get deal statistics and summary.
Returns aggregated statistics about deals, including counts by status, total values, and conversion rates.
Workflow tips:
Useful for dashboards and reporting
Filter by user_id to see specific user's performance
Use stage_id to analyze specific pipeline stages
Combine with filter_id for custom segments
Results show counts and values by status
Common use cases:
Overall statistics: {} (no parameters)
User performance: { "user_id": 123 }
Stage analysis: { "stage_id": 5 }
Open deals summary: { "status": "open" }
Custom filter summary: { "filter_id": 10 }
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| status | No | Filter by deal status | |
| filter_id | No | ID of the filter to use | |
| user_id | No | Filter by user (owner) ID | |
| stage_id | No | Filter by stage ID |