| 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_metricsget_team_pipeline_summarylist_opportunities — for the rep, open + closed in last 90 dayslist_tasks — rep's activity volumeget_activity_timeline — sample deal reviewlist_leads — lead conversion
Default Workflow
- Resolve the rep (ask the user if not specified).
- Pull rep-scoped pipeline + activity + closed deals (last 90 days).
- Pull team-level metrics from
get_team_performance_metrics for benchmarking.
- 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.
- Identify 3 patterns (positive or negative) supported by data, never anecdote.
- 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".
