pipelines_conversion_statistics
Calculate deal conversion rates between stages and to close for any pipeline over a specified date range. Identify bottlenecks and track sales performance.
Instructions
Get deal conversion rates in a pipeline for a specific time period.
Returns stage-to-stage conversion rates and pipeline-to-close rates, showing how deals progress through the pipeline.
Response includes:
stage_conversions: Array of conversion rates between stages
won_conversion: Rate of deals won
lost_conversion: Rate of deals lost
Workflow tips:
Requires start_date and end_date in YYYY-MM-DD format
Defaults to authorized user unless user_id is specified
Use to analyze pipeline efficiency and identify bottlenecks
Track conversion improvements over time
Compare different time periods or users
Common use cases:
Get Q4 2023 conversions: { "id": 1, "start_date": "2023-10-01", "end_date": "2023-12-31" }
Track specific user performance: { "id": 1, "start_date": "2023-01-01", "end_date": "2023-12-31", "user_id": 123 }
Identify weak conversion points in pipeline
Monitor sales team effectiveness
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| id | Yes | ID of the pipeline | |
| start_date | Yes | Start date in YYYY-MM-DD format (e.g., 2023-01-01) | |
| end_date | Yes | End date in YYYY-MM-DD format (e.g., 2023-12-31) | |
| user_id | No | ID of user to fetch statistics for (optional, defaults to authorized user) |