pipeline_overview

Get pipeline counts grouped by industry vertical for the current user. Returns lead, appointment, client, and stage-4 counts per vertical. Useful for understanding pipeline volume across different business verticals.

Parameters#

This tool takes no parameters — just ask.

Example prompts#

• "How is my pipeline volume looking across each industry vertical right now?"
• "Give me a quick count of leads, appointments, and clients per vertical."

Safety#

Read-only. This tool never changes your data — it only looks things up. Safe to run anytime.