Transform Sales Data into Actionable Coaching

The Rep Scorecard skill automates the complex process of evaluating sales performance from raw CRM exports. Instead of manual spreadsheet manipulation, this skill analyzes deal history, activity logs, and pipeline health to produce professional, audit-ready performance reports.

Data-Driven Insights

This skill goes beyond simple "won/lost" metrics. It implements a sophisticated scoring algorithm that evaluates reps across five dimensions: activity execution, funnel conversion, deal quality, forecast accuracy, and pipeline health. It automatically handles data normalization, currency parsing, and missing value imputation using team medians to ensure fair comparisons.

Why Use This Skill?

• Beyond Raw Numbers: It calculates percentile ranks and funnel conversion rates (Lead -> Meeting -> Proposal -> Closed) to identify exactly where a rep is stalling.
• Automated Coaching: Generates three specific, evidence-based coaching recommendations per rep, moving past generic advice to concrete, metric-backed actions.
• Pipeline Forensics: Identifies stale-stage counts, pipeline aging, and next-close concentration to highlight future revenue risks.
• Built for Managers: Provides a transparent scoring system and an executive summary of team strengths and risks.

Supported Inputs

Accepts CSV files with columns for rep names, deal amounts, stages, and activity counts (calls, emails, meetings). It supports advanced mapping for quotas, territories, and forecast probabilities.