pipelines_movement_statistics
Get deal movement statistics for a pipeline over a specified time period, including new, won, lost deals, stage transitions, and average deal age to track pipeline velocity and identify bottlenecks.
Instructions
Get deal movement statistics in a pipeline for a specific time period.
Returns comprehensive statistics about how deals moved through the pipeline, including new deals, won/lost deals, and average deal age.
Response includes:
movements_between_stages: Count of stage transitions
new_deals: Count, IDs, values of new deals created
deals_left_open: Deals still in pipeline
won_deals: Successfully closed deals
lost_deals: Lost opportunities
average_age_in_days: Deal duration metrics by stage
Workflow tips:
Requires start_date and end_date in YYYY-MM-DD format
Defaults to authorized user unless user_id is specified
Values returned in multiple currencies
Use to understand pipeline velocity and deal flow
Track deal aging and identify stalled deals
Common use cases:
Monthly pipeline report: { "id": 1, "start_date": "2023-10-01", "end_date": "2023-10-31" }
Track team member activity: { "id": 1, "start_date": "2023-01-01", "end_date": "2023-12-31", "user_id": 123 }
Analyze deal flow patterns
Monitor sales cycle length
Identify pipeline bottlenecks
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) |