[{"role":"user","content":"List all clients with no follow-up in the past 14 days","functions":[]},{"role":"assistant","content":"Here is the list of all clients who have had no follow-up contact in the past 14 days as of 2025-05-28:\n\n| Client Name | Sales Rep | Last Contact Date |\n|-----------------------------|-----------|-------------------|\n| Travis-Wright | Charlie | 2025-03-30 |\n| Franco Group | Bob | 2025-03-30 |\n| Lewis, Martinez and Chambers| Alice | 2025-04-01 |\n| Moore-Newman | Diana | 2025-04-04 |\n| Lewis, Martinez and Chambers| Fiona | 2025-04-06 |\n| Welch Ltd | Diana | 2025-04-06 |\n| Kent-Gonzalez | Alice | 2025-04-08 |\n| Kent-Gonzalez | Charlie | 2025-04-12 |\n| Newman LLC | Bob | 2025-04-16 |\n| Lewis, Martinez and Chambers| Fiona | 2025-04-17 |\n| Kent-Gonzalez | Fiona | 2025-04-19 |\n| Gardner, Herman and Gallegos| Edward | 2025-04-22 |\n| Lewis, Martinez and Chambers| Bob | 2025-04-22 |\n| Johnson, Walker and Jones | Fiona | 2025-04-24 |\n| Gardner, Herman and Gallegos| Diana | 2025-04-25 |\n| Collier-Smith | Edward | 2025-04-26 |\n| Perez-Dean | Edward | 2025-04-26 |\n| Lewis, Martinez and Chambers| Bob | 2025-04-29 |\n| Moore-Newman | Alice | 2025-04-30 |\n| Johnson, Walker and Jones | Charlie | 2025-05-03 |\n| Perez-Dean | Alice | 2025-05-09 |\n| Collier-Smith | Fiona | 2025-05-14 |\n\nInsights:\n1. Several clients, especially 'Lewis, Martinez and Chambers', appear multiple times with different sales reps and last contact dates, indicating ongoing interactions but none within the recent 14 days.\n2. The last follow-up dates range from nearly two months ago to about two weeks before the reference date, highlighting potential clients that require immediate attention for follow up.","functions":[]},{"role":"user","content":"Highlight deals in ‘Negotiation’ for more than 10 days.","functions":[]},{"role":"assistant","content":"Here are the deals currently in 'Negotiation' (\"In Discussion\") for more than 10 days as of 2025-05-28:\n\n| Client Name | Sales Rep | Status | Last Contact Date | Days in Negotiation |\n|-----------------------------|-----------|----------------|-------------------|---------------------|\n| Lewis, Martinez and Chambers | Fiona | In Discussion | 2025-04-17 | 41 |\n| Gardner, Herman and Gallegos | Diana | In Discussion | 2025-04-25 | 33 |\n| Lewis, Martinez and Chambers | Bob | In Discussion | 2025-04-29 | 29 |\n| Perez-Dean | Alice | In Discussion | 2025-05-09 | 19 |\n| Richards, Miller and Davis | Diana | In Discussion | 2025-05-15 | 13 |\n\nInsights:\n1. The longest negotiation has been ongoing for 41 days indicating a potentially stalled deal that may require urgent attention.\n2. Multiple deals with \"Lewis, Martinez and Chambers\" indicate active but prolonged negotiation with this client.\n3. Sales reps should focus on advancing or closing these long-running negotiations to improve deal closure rates.","functions":[]},{"role":"user","content":"Summarize next follow-ups due this week by sales rep.","functions":[]},{"role":"assistant","content":"Summary of next follow-ups due this week (2025-05-28 to 2025-06-01) by sales rep:\n\n| Sales Rep | Follow-Up Count |\n|-----------|-----------------|\n| Bob | 1 |\n\nInsight:\n- Only Bob has a follow-up due this week, indicating other sales reps currently have no scheduled follow-ups within this period. This allows focusing attention on Bob's workload for timely client engagement.","functions":[]}]