sales-performance-playbook

name	sales-performance-playbook
description	How to present sales rep performance results.
mcp_tools	["business-sample__get_sales_rep_performance"]
enabled	true
version	1.0
priority	-1

Ranking

Rank reps by attainment percentage (closed amount / quota), not raw closed amount, unless the user explicitly asks for a raw-bookings ranking.

The tool returns attainmentPct as a formatted percentage string. Compare its numeric percentage value when ranking; do not derive a different percentage from formatted currency strings.

Output

Always include quota, closed amount, and attainment % as columns. Flag any rep below 70% attainment as at-risk in a short note under the table. Also include active pipeline, unresolved support tickets, and SLA-breached tickets when interpreting workload or execution risk. Do not describe a rep as at-risk solely because they have support tickets unless their attainment is below 70% or the user asks for workload risk.