Automated Revenue Operations

knowledge skill

Agent calculates and forecasts revenue metrics from CRM and billing data. It produces a revenue performance report with pipeline, closed-won, and ARR figures.

Worked examples

• {"input": {"crm_data": "Stage,Amount,Close_Date\nProspecting,50000,2024-03-15\nNegotiation,75000,2024-04-20\nClosed Won,100000,2024-01-10\nClosed Lost,25000,2024-02-05", "billing_data": "Amount,Date,Status\n100000,2024-01-15,Paid\n5000,2024-02-20,Paid", "report_period": "2024-02"}, "output": {"pipeline": 125000, "closed_won": 100000, "arr": 100000, "forecast": "Pipeline down 10% MoM; ARR stable."}}
• {"input": {"crm_data": "Stage,Amount,Close_Date\nQualification,30000,2024-05-01\nProposal,45000,2024-06-15", "billing_data": "Amount,Date,Status\n45000,2024-06-20,Paid", "report_period": "2024-06"}, "output": {"pipeline": 75000, "closed_won": 45000, "arr": 45000, "forecast": "Pipeline growth 20% MoM; no new ARR."}}

Input

• crm_data: string/CSV of opportunity records with stage, amount, close_date
• billing_data: string/CSV of invoices with amount, date, status
• report_period: string/YYYY-MM

Output

• pipeline: number/total open opportunity value
• closed_won: number/total closed-won revenue
• arr: number/annual recurring revenue
• forecast: string/text summary of key trends

Details

• Skill type: knowledge skill
• Safety level: safe_public_research
• Version: 1.0.0