freee_partner_analysis
Analyze revenue and expenses by partner to identify top contributors, share percentages, and concentration risk. Enables customer profitability analysis and risk assessment.
Instructions
Analyze revenue/expense by partner with concentration risk (取引先別収益分析) - Aggregates deals by partner to show: (1) top N partners by income/expense, (2) each partner's share percentage, (3) concentration risk (top 3/5 share), (4) monthly breakdown per partner. Use for customer profitability analysis and revenue concentration risk assessment.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| companyId | No | Company ID (optional, uses FREEE_DEFAULT_COMPANY_ID if not provided) | |
| startDate | No | Start date for analysis period (YYYY-MM-DD) | |
| endDate | No | End date for analysis period (YYYY-MM-DD) | |
| type | No | Analysis type: 'income' for revenue, 'expense' for costs, 'all' for both (default: 'all') | |
| topN | No | Number of top partners to return (1-100, default 10) | |
| maxRecords | No | Maximum deals to fetch (1-3000, default 1000). Increase for comprehensive analysis. |