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sales_snapshot

Compare sales performance between two periods, identify top customers and products, detect stale quotations, and receive a growth verdict.

Instructions

Report how sales are going versus the previous period, in one call.

Composes confirmed sale.order records over the last two periods into revenue/order deltas, top customers, top products (server-side aggregate over order lines), a stale-quotation count, and a growing / steady / declining verdict.

Args: period_days: Length of the comparison window in days (default 7). stale_quote_days: Age in days after which a draft/sent quotation counts as stale (default 7). top_n: Rows in the top-customers / top-products lists (default 5). timezone_offset: UTC offset for "today" (default 7 = Asia/Ho_Chi_Minh). growth_threshold_pct: Delta (%) beyond which the verdict is growing / declining (default 10). company: Optional company name (ilike) or id to scope the report. trend_weeks: Weeks of history bucketed into the weekly_revenue trend series; 0 disables the extra query (default 8).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
top_nNo
companyNo
period_daysNo
trend_weeksNo
timezone_offsetNo
stale_quote_daysNo
growth_threshold_pctNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior3/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

No annotations provided; description implies read-only behavior via aggregation, but does not explicitly state it does not modify data. It is adequate but could be more transparent.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is well-structured with a summary line, bullet points of outputs, and an Args section. Every sentence is informative and earns its place.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Despite no output schema, the description explains key return fields (deltas, top lists, verdict, trend). It is nearly complete but could mention exact output structure.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters5/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

With 0% schema coverage, the description provides full explanations for all 7 parameters, including defaults and meaning, adding significant value beyond the schema.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states it reports on sales performance versus the previous period, listing specific metrics like revenue/order deltas, top customers, products, and a verdict. It distinguishes itself from sibling tools like 'confirm_sale_order' or 'create_lead' which are transactional.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description implies use for a comprehensive sales overview, but does not explicitly state when not to use it or alternatives. Given no similar sibling report tool, it is clear in its purpose.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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