Professional Services Pipeline Metrics Leading

Services Pipeline

Services Pipeline: Value of services opportunities in pipeline.

Formula

Services Pipeline = Sum of services opportunity values

Computable definition

The canonical formula in the GASP formula grammar. The MCP server compiles it to SQL over the datasets listed below.

sum(field.opportunity_amount where field.revenue_type = 'services' and field.opportunity_stage not in ('closed_won', 'closed_lost')) at period_end

Unit: currency

Data requirements

Grain: Daily snapshot · Frequency: Daily sync · Aggregation: snapshot (day) · Staged: no · Main source: CRM.

Field	Dataset	Type
`opportunity_amount`	opportunity	decimal
`opportunity_stage`	opportunity	string
`revenue_type`	opportunity	string
`snapshot_date`	opportunity	date

Example SQL (Postgres)

SELECT (SELECT COALESCE(SUM(opportunity_amount), 0) FROM opportunity WHERE snapshot_date = :period_end AND (revenue_type = 'services' AND opportunity_stage NOT IN ('closed_won', 'closed_lost'))) AS services_pipeline

From an agent: with the GASP MCP server, call lookup_metric({ "name": "Services Pipeline" }) or generate_query({ "metric": "Services Pipeline", "adapter": "<your adapter JSON>" }).

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