ltx-sales-daily-report

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"}

LTX Sales Daily Report

Overview

Two reports delivered to #ltx-sales-auto-report:

1. Sales Opportunities — Pipeline by rep and product (yesterday + QTD), new PELs/PQLs, future meetings
2. Credit Limit Alerts — Enterprise orgs at 80%+ token usage (active in last 7 days)

Instructions

Part A: Sales Opportunities Report

Step 1: Run the Query

bq --project_id=ltx-dwh-explore query --use_legacy_sql=false --format=pretty "$(cat queries/sales_opportunities_daily_report.sql)"

The query returns:

1. Opportunities Created Yesterday — by product (LTX Studio, LTX Model, LTX Scaler) and rep
2. Opportunities Created This Quarter — by product and rep
3. New PELs/PQLs — yesterday's new leads
4. Future Meetings — by product and source

Key tables:

• ltx-dwh-prod-processed.marketing.final_sf_lead_opportunity
• ltx-dwh-prod-processed.web.pql_ltxstudio_leads_for_sf

Step 2: Format Output

Format per references/report-template.md (Sales Opportunities section).

Part B: Credit Limit Alerts

Step 1: Run the Query

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.

Step 2: Format Output

Format per references/report-template.md (Credit Limit Alerts section).

Enterprise segmentation logic: See shared/bq-schema.md

Context & References

Shared Knowledge (Read First)

• shared/product-context.md — LTX Studio overview, user types, business model

Query Files

• queries/credit_limit_alerts_by_org_active.sql — Credit limit alerts (active orgs only)

Reference Materials

• references/sales-opportunities-spec.md — Opportunities query structure and tables
• references/report-template.md — Output formatting example

Constraints

DO NOT

• Run queries without --project_id=ltx-dwh-explore
• Use is_enterprise_user flag — use org-based enterprise logic
• Modify enterprise segmentation logic (McCann split, org list)

DO

• Filter ltx_studio = true on sales funnel table
• Filter opportunity_id is not null for actual opportunities only
• Use SAFE_DIVIDE for all percentage calculations
• Use org-based enterprise logic from segmentation CTE

Examples

User: "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"