What it does

Use when a user mentions "lead → customer (sales)", or asks for related help. Sales pipeline funnel using deal_stage_changed and meeting events with stage velocity and forecasted revenue.

You get

Report

Report produced by this recipe.

How it works

1

Build Funnel Report

build_funnel_report

Configure and materialize the report described below.

Produces:Report

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What it does

You get

How it works

Build Funnel Report

Ready to run this recipe?

You set the strategy. Agents run the plays.