rep-performance-coaching-deck

name	rep-performance-coaching-deck
description	Creates a manager 1:1 coaching PowerPoint pack for a single rep, using Salesforce data on pipeline contribution, stage conversion, activity volume, and recent deal outcomes. Use when the user asks for a "rep coaching pack", "1:1 deck for {rep}", "performance pack for my rep", "coaching deck", or "sales rep scorecard deck".
license	MIT
compatibility	Copilot Cowork Frontier with the Salesforce MCP connector in this package.
metadata	{"author":"ESS MCP Demo","version":"1.0.0","demo-audience":"Sales Manager"}
cowork.category	Sales
cowork.icon	PersonChatFilled

Rep Performance Coaching Deck

What This Skill Does

Produces a PowerPoint pack a sales manager can use in a 1:1 coaching conversation with a single rep: pipeline contribution, stage conversion vs team median, activity volume, recent wins and losses with patterns, and a coaching-prompt slide. Designed to be evidence-led, not punitive.

When To Use

• "Build a 1:1 coaching deck for {rep}"
• "Sales rep scorecard for {rep}"
• "Performance pack for my rep before our 1:1"

Do not use for executive review of the team (weekly-pipeline-review-deck, forecast-call-pack) or single-account context (account-deep-dive-brief).

Required Connector Tools

• get_team_performance_metrics
• get_team_pipeline_summary
• list_opportunities — for the rep, open + closed in last 90 days
• list_tasks — rep's activity volume
• get_activity_timeline — sample deal review
• list_leads — lead conversion

Default Workflow

1. Resolve the rep (ask the user if not specified).
2. Pull rep-scoped pipeline + activity + closed deals (last 90 days).
3. Pull team-level metrics from get_team_performance_metrics for benchmarking.
4. Compute, for the rep:
   • Pipeline contribution: % of team open pipeline owned.
   • Stage conversion: rate per stage transition vs team median.
   • Activity volume: tasks/calls/meetings per week vs team median.
   • Win rate, average deal cycle, average deal size — all vs team median.
   • Lead-to-opp conversion.
5. Identify 3 patterns (positive or negative) supported by data, never anecdote.
6. Build the deck.

Slide Map

#	Title	Visual	Notes
1	{{rep_name}} — Coaching Prep	KPI strip: pipeline owned, win rate, cycle, activity
2	Pipeline Contribution	Bar: rep vs team median across stages
3	Stage Conversion	Per-stage conversion rate, with team median line
4	Activity Volume	Weekly tasks / meetings / calls trend
5	Recent Wins	Table: last 5 wins, amount, cycle, key activity
6	Recent Losses	Table: last 5 losses with reason themes
7	Patterns	3 evidence-backed observations (strengths + opportunities)
8	Sample Deal Walk-through	One open deal with get_activity_timeline
9	Coaching Prompts	3 open questions for the 1:1
10	Agreed Actions	Empty rows for the manager to fill during the 1:1

Analysis Rules

• Always benchmark against team median, never team max — fair and stable.
• A pattern must be supported by ≥3 data points and span at least 30 days.
• Loss reasons grouped from Closed Lost reason field, not inferred.
• Activity volume must be normalised by working days in the period.
• Never present a single bad week as a "trend".

Tone

Manager-coaching. Evidence-led, growth-oriented, not judgemental. Frame the patterns slide as "what the data shows" before "what to do".