// Generate LTX Studio sales opportunities report and credit limit alerts. Covers pipeline by rep/product (yesterday + QTD), new PELs/PQLs, future meetings, and enterprise orgs at 80%+ token usage. Use when: sales standup, pipeline review, account health check, or when asked for 'sales numbers' or 'credit alerts'.
| name | ltx-sales-daily-report |
| description | Generate LTX Studio sales opportunities report and credit limit alerts. Covers pipeline by rep/product (yesterday + QTD), new PELs/PQLs, future meetings, and enterprise orgs at 80%+ token usage. Use when: sales standup, pipeline review, account health check, or when asked for 'sales numbers' or 'credit alerts'. |
| tags | ["reporting","daily-metrics","ltxstudio","sales","enterprise","credit-alerts"] |
| compatibility | ["bq CLI installed and authenticated","GCP project access (ltx-dwh-explore for query execution)"] |
| metadata | {"author":"dbeer","version":"2.0","created":"2026-03-13"} |
Two reports delivered to #ltx-sales-auto-report:
bq --project_id=ltx-dwh-explore query --use_legacy_sql=false --format=pretty "$(cat queries/sales_opportunities_daily_report.sql)"
The query returns:
Key tables:
ltx-dwh-prod-processed.marketing.final_sf_lead_opportunityltx-dwh-prod-processed.web.pql_ltxstudio_leads_for_sfFormat per references/report-template.md (Sales Opportunities section).
bq --project_id=ltx-dwh-explore query --use_legacy_sql=false --format=pretty "$(cat queries/credit_limit_alerts_by_org_active.sql)"
Only orgs active in last 7 days at 80%+ usage.
Format per references/report-template.md (Credit Limit Alerts section).
Enterprise segmentation logic: See shared/bq-schema.md
shared/product-context.md — LTX Studio overview, user types, business modelqueries/credit_limit_alerts_by_org_active.sql — Credit limit alerts (active orgs only)references/sales-opportunities-spec.md — Opportunities query structure and tablesreferences/report-template.md — Output formatting example--project_id=ltx-dwh-exploreis_enterprise_user flag — use org-based enterprise logicltx_studio = true on sales funnel tableopportunity_id is not null for actual opportunities onlySAFE_DIVIDE for all percentage calculationsUser: "Sales opportunities report"
User: "Show me the pipeline by rep"
User: "Credit limit alerts"
User: "Which enterprise accounts are near their credit limit?"
User: "Run the sales report"
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