CRM数据分析工具

"Show me this month's performance report"
"How did the team do in Q1 2026?"
"Give me a performance report for January 2026"
"Who had the best performance score last month?"

Period: 2026-01-01 → 2026-01-31

Summary
  Deals won:      42      Win rate:   58.3%
  Deals lost:     30      Revenue won: £284,750
  New deals:      118     Avg deal:    £6,779

Leaderboard
  #1 Alex Chen        Score: 74.2   Won: 12  Rate: 100%  Avg: £18,400  Speed: 8 days
     Win rate: 30/30  Volume: 18/25  Speed: 8/20  Value: 18.2/25

  #2 Jordan Mills     Score: 61.8   Won: 18  Rate: 72%   Avg: £8,200   Speed: 12 days
     Win rate: 21.6/30  Volume: 25/25  Speed: 12.3/20  Value: 3/25 (low value deals)

  #3 Sam Rivera       Score: 49.3   Won: 8   Rate: 66%   Avg: £5,100   Speed: 41 days
     Win rate: 19.8/30  Volume: 11.1/25  Speed: 6.7/20  Value: 11.8/25

  #4 Casey Park       Score: 31.1   Won: 4   Rate: 44%   Avg: £1,200   Speed: 5 days
     Win rate: 13.2/30  Volume: 5.6/25  Speed: 14.5/20  Value: 1.4/25

Won by stage: Stage 6 (38), Stage 8 (4)

"Why are we losing deals this month?"
"Show me all-time loss reasons"
"What deals over £5,000 did we lose last quarter?"
"Which rep has the most losses and what are the reasons?"

Loss Analysis — March 2026

Summary
  Total lost:      34     Total lost value:  £128,440
  No reason logged: 4 (11.8%) ← data quality flag

Top Loss Reasons
  Unresponsive                  14  (41%)  £38,200
  Price vs Competitor            7  (21%)  £52,100
  Job Not Going Ahead            6  (18%)  £18,900
  Budget Changed                 4  (12%)  £14,240
  Existing Relationship          3   (9%)  £5,000

Losses by Rep
  Jordan Mills    12 losses  — mainly Unresponsive (9)
  Casey Park       9 losses  — mainly Price (5), Budget (3)
  Sam Rivera       8 losses  — mainly Job Not Going Ahead (6)
  Alex Chen        1 loss    — Duplicate Deal

High-Value Losses (top 3)
  Westfield Construction — £44,000 — "Price vs Competitor" (Casey Park)
  Hartley Group — £28,500 — "Unresponsive" (Jordan Mills)
  NovaCivil Ltd — £18,200 — "Job Not Going Ahead" (Sam Rivera)

"How healthy is the pipeline?"
"Show me all deals that haven't been touched in 60 days"
"Which deals are past their expected close date?"
"Flag any open deals missing a value or contact"

Pipeline Health Report

Summary
  Total open deals:        312     Pipeline value:    £2,840,000
  Weighted value:          £1,190,000
  Stale (30+ days):        187  (60%)  ← attention needed
  Past expected close:      41  (13%)
  Missing deal value:       78  (25%)  ← forecasting risk
  No next activity:        142  (46%)
  No contact linked:        22   (7%)
  Zero activities ever:     54  (17%)

Risk: Most Stale Deals
  Northgate Retail — last activity: 94 days ago — £28,000 — Owner: Jordan Mills
  Apex Logistics — last activity: 87 days ago — £14,500 — Owner: Casey Park
  Redhill Partners — last activity: 71 days ago — £9,200 — Owner: Sam Rivera
  ... (184 more)

Risk: Past Expected Close
  Meridian Build — due 2025-11-30 — 116 days overdue — £42,000
  Creston Homes — due 2025-12-15 — 101 days overdue — £18,750

Stale Deals by Owner
  Jordan Mills: 68    Casey Park: 51    Sam Rivera: 44    Alex Chen: 24

Deals by Stage
  Stage 3: 94    Stage 4: 87    Stage 5: 61    Stage 6: 38    Stage 7: 32

"Show me the activity audit for the last 30 days"
"Which reps have overdue activities?"
"Who has the worst logging hygiene?"
"How many open deals have zero activities logged?"

Activity Audit — last 90 days

Open deals with no activity ever:    54
Open deals with no completed activity: 78
Overdue activities (not done, past due): 31

Overdue by Owner
  Casey Park: 14    Jordan Mills: 9    Sam Rivera: 6    Alex Chen: 2

Activity Type Breakdown (logged in period)
  Call:    312    Email:   198    Meeting: 87    Task: 44    Other: 23

Rep Hygiene Scores (higher = cleaner)
  Alex Chen      92/100  — 28 open deals, 1 no-activity, 2 overdue
  Sam Rivera     71/100  — 44 open deals, 8 no-activity, 6 overdue
  Jordan Mills   58/100  — 62 open deals, 18 no-activity, 9 overdue
  Casey Park     41/100  — 58 open deals, 27 no-activity, 14 overdue  ← needs attention

"What are our biggest opportunities right now?"
"Show me deals over £10,000 closing in the next 2 weeks"
"Which large deals have been sitting open the longest?"

Opportunities Report

Closing Soon (next 30 days, value > £0)
  Apex Logistics — £84,000 — due 2026-04-08 — Stage 5 — Jordan Mills
  Fenwick Development — £41,500 — due 2026-04-14 — Stage 6 — Alex Chen
  Highfields Group — £28,000 — due 2026-04-22 — Stage 4 — Sam Rivera

High-Value Recently Opened (last 30 days)
  Carrington Estates — £120,000 — opened 2026-03-18 — Stage 2 — Alex Chen
  Bluestone FM — £67,500 — opened 2026-03-24 — Stage 3 — Jordan Mills

Long-Running Large Deals (open > 90 days)
  NovaCivil Ltd — £95,000 — open 247 days — last activity: 38 days ago — Casey Park
  Harland Group — £52,000 — open 184 days — last activity: 71 days ago — Jordan Mills

"Compare this month to last month"
"How does Q1 2026 compare to Q4 2025?"
"Is the team improving or declining?"

Comparative Report — Monthly

                        February 2026    March 2026     Change
  Deals won                  44              75         +70.5% ▲
  Deals lost                 43              26         -39.5% ▲
  Win rate                 50.6%           74.3%       +23.7pp ▲
  Revenue won            £436,509        £277,513       -36.4% ▼
  Revenue lost           £378,595         £53,762       -85.8% ▲
  New deals opened           143             139         -2.8%
  Avg won deal size        £9,921          £3,700        -62.7% ▼

Interpretation
  Win rate improved sharply but revenue fell — the team is closing more deals
  at a lower average value. Consider whether deal qualification criteria have
  changed or if high-value opportunities are being deprioritised.

git clone https://github.com/GarethWright/PipeDrive-MCP-Server.git
cd PipeDrive-MCP-Server
npm install
npm run build

claude mcp add pipedrive \
  -e PIPEDRIVE_API_TOKEN=your_api_token_here \
  -- node /absolute/path/to/PipeDrive-MCP-Server/dist/index.js

{
  "mcpServers": {
    "pipedrive": {
      "command": "node",
      "args": ["/absolute/path/to/PipeDrive-MCP-Server/dist/index.js"],
      "env": {
        "PIPEDRIVE_API_TOKEN": "your_api_token_here"
      }
    }
  }
}

# Install the proxy
npm install -g mcp-proxy

# Start the HTTP bridge
PIPEDRIVE_API_TOKEN=your_api_token_here \
  mcp-proxy --port 3100 node /absolute/path/to/PipeDrive-MCP-Server/dist/index.js

mcpServers:
  pipedrive:
    command: node
    args:
      - /absolute/path/to/PipeDrive-MCP-Server/dist/index.js
    env:
      PIPEDRIVE_API_TOKEN: your_api_token_here

# Watch mode — recompiles on save
npx tsc --watch

# Run directly without building
npx ts-node src/index.ts