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CRM: Sales Forecasting

Problem Statement​

Generating a sales forecast aggregates pipeline data by period, stage, team, or product line. This is a read-only analytical operation with complex filter parameters.

Why Human-Only Semantics Fail​

  • Forecast dashboards display charts that agents cannot parse
  • Filter controls don't declare available dimensions or date ranges
  • "Export" buttons produce files in undeclared formats
  • Drill-down interactions are click-based with no declared navigation model

Why Scraping Fails Here​

  • Charts render as SVG/Canvas — no textual data in the DOM
  • Filters reload the page asynchronously
  • Data tables are paginated with lazy loading
  • Export downloads trigger browser file-save dialogs

How AXAG Eliminates Scraping​

forecast.generate declares the filter parameters, output format options, and scope boundaries. Agents get structured forecast data.

Annotated UI Example​

CRM — generate forecast
<button
  axag-intent="forecast.generate"
  axag-entity="forecast"
  axag-action-type="read"
  axag-required-parameters='["period"]'
  axag-optional-parameters='["team_id","product_line","stage_filter","format"]'
  axag-scope="tenant"
  axag-risk-level="none"
  axag-idempotent="true"
  axag-description="Generate a sales forecast for the specified period"
>Generate Forecast</button>

Semantic Manifest Excerpt​

Manifest — forecast.generate
{
  "intent": "forecast.generate",
  "entity": "forecast",
  "action_type": "read",
  "operation_id": "forecast_generate",
  "description": "Generate a sales forecast for the specified period",
  "required_parameters": [
    {
      "name": "period",
      "type": "string",
      "enum": ["current_quarter", "next_quarter", "current_year", "custom"]
    }
  ],
  "optional_parameters": [
    { "name": "team_id", "type": "string" },
    { "name": "product_line", "type": "string" },
    {
      "name": "stage_filter",
      "type": "array",
      "items": {
        "type": "string",
        "enum": ["prospecting", "qualification", "proposal", "negotiation", "closed_won"]
      }
    },
    { "name": "format", "type": "string", "enum": ["json", "csv", "pdf"], "default": "json" }
  ],
  "risk_level": "none",
  "idempotent": true,
  "scope": "tenant"
}

Generated Tool Example​

{
  "name": "forecast_generate",
  "description": "Generate a sales forecast for the specified period",
  "input_schema": {
    "type": "object",
    "properties": {
      "period": {
        "type": "string",
        "enum": ["current_quarter", "next_quarter", "current_year", "custom"]
      },
      "team_id": { "type": "string" },
      "product_line": { "type": "string" },
      "stage_filter": {
        "type": "array",
        "items": {
          "type": "string",
          "enum": ["prospecting", "qualification", "proposal", "negotiation", "closed_won"]
        }
      },
      "format": { "type": "string", "enum": ["json", "csv", "pdf"], "default": "json" }
    },
    "required": ["period"]
  },
  "metadata": {
    "action_type": "read",
    "risk_level": "none",
    "idempotent": true,
    "confirmation_required": false,
    "approval_required": false,
    "source_intent": "forecast.generate",
    "source_entity": "forecast"
  }
}

Constraints & Safety Notes​

  • Read-only, no side-effects
  • Scoped to tenant — cannot access other organizations' pipeline data
  • custom period type would require additional start_date/end_date parameters
  • CSV/PDF formats are for human consumption; JSON is the agent-preferred format