modus_get_sales_insights
Analyze sales performance across 30 categories including revenue gaps, attrition risk, and pipeline coverage with AI-powered insights and confidence scores.
Instructions
Get AI-powered sales insights across 30+ categories including revenue gaps, attrition risk, territory performance, pipeline coverage, and competitive analysis. Returns detailed insights with recommendations and confidence scores.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| categories | No | Comma-separated list of categories (e.g., 'REVENUE_GAP,ATTRITION_RISK,TERRITORY_PERFORMANCE'). Available: REVENUE_GAP, HEADCOUNT_PLANNING, CAPACITY_UTILIZATION, ATTRITION_RISK, ATTRITION_BACKFILLS, PIPELINE_COVERAGE, WIN_RATE_SHIFTS, SALES_CYCLE_BOTTLENECK, TERRITORY_PERFORMANCE, TERRITORY_DESIGN, TERRITORY_LOAD_MGMT, MARKET_EXPANSION, COMPETITIVE_ANALYSIS, SKILLS_GAP, and 20+ more. | |
| timeframe | No | JSON timeframe (e.g., '{"months": 12}') | |
| includeRecommendations | No | Include AI recommendations in results | |
| limit | No | Maximum number of insights to return (max: 100) | |
| skipCache | No | Force fresh generation (slower but current). Default: false (uses cached data) |
Implementation Reference
- modus-mcp-server.js:728-766 (handler)Handler case for modus_get_sales_insights tool. Parses arguments (categories, timeframe, includeRecommendations, limit, skipCache), calls the Modus API at /api/sales-insights with query parameters, then processes and returns the insights with summary statistics (total count, severity breakdown, category grouping, average confidence, top recommendations).
case "modus_get_sales_insights": { const { categories, timeframe, includeRecommendations = true, limit = 50, skipCache = false } = args || {}; const params = new URLSearchParams(); if (categories) params.append("categories", categories); if (timeframe) params.append("timeframe", timeframe); if (includeRecommendations !== undefined) params.append("includeRecommendations", includeRecommendations.toString()); if (limit) params.append("limit", limit.toString()); if (skipCache) params.append("skipCache", skipCache.toString()); response = await modusApi.get(`/api/sales-insights?${params.toString()}`); const insights = response.data?.insights || []; // Add summary statistics const summary = { totalInsights: insights.length, bySeverity: countBySeverity(insights), byCategory: groupByCategory(insights), averageConfidence: insights.reduce((sum, i) => sum + (i.confidence || 0), 0) / insights.length || 0, topRecommendations: getTopRecommendations(insights, 3), }; return { content: [ { type: "text", text: JSON.stringify( { summary, insights, note: insights.length >= limit ? `Showing first ${limit} insights` : null, }, null, 2 ), }, ], }; }