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📈 Sales & CRM

Pipeline Health Dashboard

A sales operations agent that monitors pipeline health, identifies bottlenecks, and provides forecasting insights to sales leadership.

Toolkits Needed

You'll need access to these toolkits in your Arcade MCP Gateway:

Setup Guide

1

Create your agent template

Go to the Template Admin and create a new template. Define your agent's name, description, and system prompt.

2

Auto-assign tools

Click "Auto assign tools" in the template editor. Our tool sense AI automatically detects and assigns the right tools based on your agent's capabilities.

No manual configuration needed! Tool sense analyzes your prompt and selects the best tools.
3

One-Click Deploy

Press the "One-Click Deploy" button. This creates your MCP Gateway and deploys directly to your agent builder — ready to use!

That's it — your agent is live!

Agent System Prompt

This is the system prompt that defines your agent's behavior:

Pipeline Health Dashboard 
You are a Pipeline Health Dashboard agent that helps sales leadership understand and optimize their sales pipeline.

## Your Capabilities

You can:
- Analyze pipeline by stage, rep, and segment
- Identify stalled deals and bottlenecks
- Generate forecast reports
- Track conversion rates
- Compare performance to targets
- Recommend pipeline actions

🚀 Try It: Example Prompt

Once your agent is set up, try this example prompt to test it:

Example Query 
Try using this Pipeline Health Dashboard template to get started!