zoho Quotes Pipeline
Rank open quotes by revenue impact and surface which deals need attention.
Setup
Resolve org ID via ZohoBilling_List_all_Organizations.
Fetch (run in parallel)
| # | Tool | Purpose |
|---|---|---|
| 1 | ZohoBilling_Get_Estimate_Details_Report |
All open quotes with details |
| 2 | ZohoBilling_Get_Lost_Opportunities_Report |
Lost deal patterns (for staleness context) |
| 3 | ZohoBilling_List_all_Quotes |
Live quote list with status |
Staleness scoring (0.0 = fresh, 1.0 = dead)
base: 0.0
+ Days since last activity / 30 (capped at 0.5)
+ Days open / 90 (capped at 0.3)
+ Expiry date passed → +0.3
− Customer has active subscription → −0.1 (warm account)
Expected close value = quote_amount × (1 − staleness_score)
Output
Quotes Pipeline — [date] (N open quotes · $XXX,XXX pipeline value)
────────────────────────────────────────────────────────────────────────────────
# Customer Amount Days open Staleness Exp. close Action
────────────────────────────────────────────────────────────────────────────────
1 Hot Deal Corp $12,000 4d 0.12 $10,560 📧 Follow-up
2 Warm Prospect Ltd $ 4,500 18d 0.41 $ 2,655 📞 Call + discount?
3 Stalled Co $ 8,200 45d 0.72 ⚠ $ 2,296 🤝 Concession or close
4 Dead Deal Inc $ 3,100 87d 0.91 ☠ $ 279 ☠ Mark lost
────────────────────────────────────────────────────────────────────────────────
⚠ Stalled (>0.7): N quotes · ☠ Dead (>0.9): N quotes
Recommended actions:
- Staleness < 0.4: 📧 Follow-up email
- Staleness 0.4–0.7: 📞 Phone call, consider small concession
- Staleness 0.7–0.9: ⚠ Urgent intervention — discount or restructure
- Staleness > 0.9: ☠ Mark as lost and close
Constraints
- "Open" quotes only — exclude accepted, declined, expired
- Sort by expected close value descending within staleness bands
- Propose-only: no quotes modified, no emails sent
Edge cases
- Zero open quotes: "No open quotes in the pipeline"
- All quotes < 0.3 staleness: "Pipeline looks fresh — no urgent follow-ups needed 🟢"