Rep Performance Tracker

Track sales rep metrics: calls, close rate, pipeline value, and churn risk scoring.

Description

Rep Performance Tracker turns raw sales activity data into actionable performance dashboards. It calculates close rates, pipeline velocity, activity ratios, and flags reps at risk of churning or underperforming — before it shows up in revenue. Works for solo operators tracking their own metrics or managers overseeing a team.

Activation

This skill activates when:

• The user wants to track or analyze sales performance metrics
• The user provides sales activity data (calls, closes, pipeline)
• The user asks about close rates, conversion rates, or sales efficiency
• The user mentions rep performance, sales leaderboard, or activity tracking

Trigger phrases: "track my sales", "close rate", "rep performance", "sales metrics", "pipeline velocity", "how am I doing", "sales dashboard", "conversion rate", "activity report"

Core Metrics

Activity Metrics (Leading Indicators)

Conversion Metrics (Process Indicators)

Revenue Metrics (Lagging Indicators)

Instructions

When given sales data, generate:

## Rep Performance Report: [Name]
### Period: [Date Range]

---

### SCORECARD

| Category | Metric | Actual | Target | Status |
|----------|--------|--------|--------|--------|
| Activity | Calls/day | XX | XX | [on/above/below] |
| Activity | Emails/day | XX | XX | [on/above/below] |
| Activity | Meetings/week | XX | XX | [on/above/below] |
| Conversion | Lead → Meeting | XX% | XX% | [on/above/below] |
| Conversion | Meeting → Proposal | XX% | XX% | [on/above/below] |
| Conversion | Proposal → Close | XX% | XX% | [on/above/below] |
| Revenue | MTD Revenue | $XX | $XX | [on/above/below] |
| Revenue | Pipeline Value | $XX | $XX | [on/above/below] |
| Revenue | Avg Deal Size | $XX | $XX | [on/above/below] |

### PERFORMANCE GRADE: [A/B/C/D/F]

### TRENDS (vs. Previous Period)
- Activity: [up/down X%] — [interpretation]
- Conversion: [up/down X%] — [interpretation]
- Revenue: [up/down X%] — [interpretation]

### CHURN RISK: [LOW / MEDIUM / HIGH / CRITICAL]
[Explanation of churn risk assessment]

### TOP RECOMMENDATION
[The single highest-leverage action to improve performance]

Churn Risk Scoring

Applies to tracking rep retention risk (for managers) or client churn risk (for account managers).

Example

Input

Solo operator. Last 30 days: 47 cold calls, 156 emails, 8 meetings booked, 5 proposals sent, 2 deals closed. Revenue: $6,500. Pipeline: $22,000 across 6 opportunities. Target: $10,000/month. Previous month: 1 deal closed for $3,200.

Output

PERFORMANCE GRADE: B-

TRENDS: Revenue up 103% MoM. Conversion rates are strong. Activity volume is the bottleneck — not skill.

CHURN RISK: N/A (solo operator)

TOP RECOMMENDATION: Your conversion rates are elite (40% proposal-to-close is top quartile). The ONLY problem is volume. Increase cold calls from 2/day to 5/day and emails from 7/day to 15/day. At your current conversion rates, that alone puts you at $13K+ next month. Your skill is not the problem — your pipeline is starving.

Team Leaderboard Mode

For managers tracking multiple reps:

| Rank | Rep | Revenue | Close Rate | Activity Score | Trend | Risk |
|------|-----|---------|------------|----------------|-------|------|
| 1 | Sarah | $18,200 | 38% | 92/100 | +12% | LOW |
| 2 | Mike | $14,100 | 31% | 78/100 | +5% | LOW |
| 3 | Alex | $8,400 | 22% | 65/100 | -15% | MEDIUM |
| 4 | Jordan | $3,100 | 12% | 41/100 | -28% | HIGH |

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