get_quotation_win_rate
Analyze sales quotation win rates to assess pipeline and forecast accuracy. View quoted-to-order conversion, average deal value, and open/won/cancelled counts, with a breakdown by customer.
Instructions
Sales quotation win-rate analysis. Shows conversion rate (quoted→order), average deal value, open/won/cancelled counts, and a by-customer breakdown. Useful for sales pipeline and forecast accuracy assessment.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| toDate | No | YYYY-MM-DD (default: today) | |
| fromDate | No | YYYY-MM-DD (default: Jan 1 this year) |