Sales agent
Status
Stable — four tools live, used daily by sales managers.
The Sales agent answers bottom-of-funnel questions: pipeline value, deal velocity, top customers, upsell opportunities. It reads from PLANA Business Cloud's CRM and Sale apps.
What it knows about
| Domain | Specifics |
|---|---|
| Pipeline value | Open deals by stage with their weighted and unweighted value |
| Velocity | How long deals spend in each stage |
| Customers | Top customers by revenue, by margin, by recency |
| Upsell | Existing customers likely to expand based on order history |
Tools
| Tool | What it reads |
|---|---|
GetPipelineValue | crm.lead open deals — sum by stage, weighted by probability |
GetDealVelocity | crm.lead time-in-stage analytics |
GetTopCustomers | sale.order aggregated by customer over a period |
GetUpsellOpportunities | sale.order + res.partner — customers with low recency relative to their historical cadence |
Sample dialogues
"What's our pipeline value?"
You: What's the pipeline value right now?
Sales: 🔧 GetPipelineValue()
Open pipeline: BGN 287,000 unweighted, BGN 142,000 weighted by
stage probability.
By stage:
· Qualified (18 deals, BGN 122,000 raw, BGN 31k weighted @ 25%)
· Proposal ( 9 deals, BGN 81,000 raw, BGN 41k weighted @ 50%)
· Negotiation( 5 deals, BGN 38,000 raw, BGN 27k weighted @ 70%)
· Closing ( 3 deals, BGN 46,000 raw, BGN 41k weighted @ 90%)
Forecast at current weights: BGN 142k expected to close."Where are deals stuck?"
You: Which deals have been in their stage too long?
Sales: 🔧 GetDealVelocity()
Median time-in-stage:
· Qualified — 7 days (1 deal over 30: Beta Corp, 42d)
· Proposal — 14 days (3 deals over 30: Acme, Gamma, Delta)
· Negotiation— 9 days (0 deals over 30)
Three Proposal deals are sitting:
· Acme Corp — 38 days — BGN 12,000 — last activity 2026-04-18
· Gamma OOD — 35 days — BGN 8,000 — last activity 2026-04-22
· Delta Ltd — 31 days — BGN 15,000 — last activity 2026-04-25
Worth a follow-up call."Who are our top customers?"
You: Top 10 customers by revenue this year?
Sales: 🔧 GetTopCustomers(period="ytd", limit=10)
Top 10 customers YTD by revenue:
1. Acme Corp — BGN 87,400 (32% of revenue)
2. Beta Group — BGN 44,200
3. Gamma OOD — BGN 31,800
4. Delta Industries — BGN 22,400
...
Note: Acme Corp represents 32% of revenue. Worth thinking
about concentration risk."Who should we upsell?"
You: Which customers should we be upselling?
Sales: 🔧 GetUpsellOpportunities()
5 customers with active relationships but lower-than-usual
recent activity:
· Acme Corp — historical cadence: 8 orders/year. YTD: 3.
Recent order avg BGN 7,200 vs historical BGN 12,400.
· Beta Group — historical cadence: 5/year. YTD: 1.
· Gamma OOD — last order 90 days ago (avg gap: 35 days).
· Epsilon GmbH — same product mix for 18 months — possible
for product-line cross-sell
· Zeta Sàrl — bought a "starter" SKU 6 months ago; could
move to the pro variantWhat it CANNOT do
- Update a deal stage — that's a CRM action
- Send a quotation — quoting lives in the ERP
- Forecast revenue based on machine learning — uses simple probability × value math; predictive ML is on
pulse-dataroadmap - Recommend specific products to upsell — it identifies which customers, not which SKUs (yet)
Works well
- "Pipeline value / forecast"
- "Stuck deals"
- "Top N customers by [revenue / margin / recency]"
- "Win rate over time"
- "Upsell candidates"
Works less well
- Deal-level diagnosis ("why did Acme stall?") — the agent shows state, not the qualitative story. Read the deal's activity log.
- Quota tracking — there's no quota model in PLANA Business Cloud out of the box; quota analytics would need a custom module
- Multi-team views — works fine for a single sales team; for multi-team pipelines, filter manually in the ERP