sales-performance-review

What it does

A tool to produce a periodic, team-presentable sales performance report that aggregates all initiatives from a defined period, measures each initiative's impact on pipeline and revenue, and compares performance across initiatives. It can call other skills for deeper diagnosis and focuses on cross-initiative attribution and investment guidance.

How it works

• Step 0: Configuration sets data sources, initiative categories, team goals, and reporting audience.
• Step 1: Inventory all initiatives executed in the period by category (Outbound Email Campaigns, LinkedIn Outreach, Events & Webinars, Inbound / Content, Referrals & Partnerships, and any other initiatives). For each initiative, capture: id, name, category, channel, launch_date, status, description, target_audience, data_source, raw_data_available.
• Step 1 (Human Checkpoint): A human-readable checkpoint summarizes counts by period and categories and prompts to confirm any omissions.
• Step 2: Pull initiative-level metrics for each inventory item, aligned to channel-specific metrics (emails sent, opens, replies, meetings, pipeline dollars, etc.). Include pipeline attribution data linking deals to initiatives with first-touch and multi-touch where possible.
• Step 2 (Output Contract): Produce initiative_metrics with detailed metrics per initiative, including activity, responses, meetings, pipeline, revenue, cost, ROI, and vs_prior comparisons when available.
• Step 3: Analyze initiative performance by scoring each initiative, comparing across initiatives, and identifying what’s working, what’s not, and gaps. Uses targets, team structure, and period data to derive insights and investment recommendations.
• The composite can integrate with sequence-performance and pipeline-review for deeper diagnosis when applicable.

When to use it

• Trigger phrases for auto-loading: "sales review", "periodic review", "what did we do this month", "team performance report", "sales standup report".
• Use at end of period cadence (weekly, biweekly, monthly, quarterly) for review readiness.
• When a founder or sales leader asks what actions moved the needle and where to invest next.

What it can touch

• Data sources and tools: pulls data from CRM, outreach tools, tracking systems as configured (data_sources, crm_tool, outreach_tools, initiative_tracker, active_channels).
• Output includes initiative_inventory and initiative_metrics to be used in the final report.

Caveats

• Requires explicit data sources configuration and access to the involved tools.
• Attribution accuracy depends on available data (CRM source field, campaign IDs, or time proximity) and may include estimates where data is incomplete.
• Some outputs rely on user confirmation for missing initiatives.