intel_csr_performance
Summarize customer service representative performance for a selected date range, showing booked jobs, revenue, average ticket, and rankings. Filter by business unit to compare CSR results.
Instructions
Summarize CSR-attributed jobs from Report 162 for the selected date range. Returns booked-job counts, revenue, average ticket, campaign and job-type mixes, rankings, and team averages; an optional business-unit name narrows matching report rows. Report execution is cached briefly and may wait for per-report/client spacing; unavailable source data is identified in _warnings.
Examples:
"How are our CSRs performing this month?" -> startDate="2026-03-01", endDate="2026-04-01"
"Show CSR booking revenue for last quarter" -> startDate="2025-10-01", endDate="2026-01-01"
"Which CSR is booking the most revenue for plumbing?" -> startDate="2026-01-01", endDate="2026-03-10", businessUnitName="Plumbing"
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| endDate | Yes | End date (YYYY-MM-DD) | |
| startDate | Yes | Start date (YYYY-MM-DD) | |
| businessUnitId | No | Filter by business unit ID | |
| businessUnitName | No | Filter by business unit name (resolved via cache, e.g. 'HVAC'). Alternative to businessUnitId. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||