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Weekly analysis of prospect pipeline, deal velocity, and conversion metrics across your team.
weekly-pipeline-review| Field | Type | Required |
|---|---|---|
advisor_id | string | |
date | ISO 8601 | |
portfolio_scope | string[] | optional |
| Field | Type | Description |
|---|---|---|
briefing | StructuredReport | Formatted briefing with sections |
alerts | Alert[] | Priority-ranked action items |
calendar_context | MeetingPrep[] | Today's meetings with prep notes |
Run pipeline review for my book.
Starting Pipeline Review. I'll pull data from your connected systems and have results ready in about 45 seconds.
Pipeline Review complete. Weekly analysis of prospect pipeline, deal velocity, and conversion metrics across your team. I found 3 items that need your attention. Want me to walk through them?
Yes, start with the highest priority.
The top priority item has been flagged for review. I've prepared a detailed analysis with recommended next steps. Shall I draft a client communication or schedule a follow-up?