菜单
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".
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
Creates procurement leadership assets from Coupa data, especially supplier performance PowerPoint decks, category manager briefs, IT hardware order reviews, demand risk summaries, and ServiceNow-to-Coupa flow analysis. Use when the user asks to "create a supplier performance deck", "prepare a procurement review", "show category manager insights", "make a Coupa PowerPoint", "brief LSEG procurement", "analyze IT hardware suppliers", "review open hardware orders", or "turn Coupa data into an executive presentation".
Builds an HTML backlog-grooming report: stale issues, unestimated items, items missing acceptance criteria, oldest items, items with vague titles, and a recommended grooming shortlist for the next refinement session. Use when the user asks for a "backlog grooming report", "refinement prep", "backlog hygiene report", "grooming dashboard", or "backlog health check".
Builds a daily HTML "Standup Brief" dashboard for an engineering manager or scrum master: what each team member is working on today, blockers, sprint burndown, items at risk of slipping the sprint, and a "for your standup" markdown summary above the dashboard. Designed to be scheduled before the daily standup. Use when the user asks for a "standup brief", "daily delivery brief", "team standup dashboard", "scrum standup pack", or "what's my team doing today".
Creates a PowerPoint release-readiness pack for a Jira fix-version: scope summary, completion % by epic, open blockers, items at risk of missing the release, dependencies across teams, and go/no-go recommendation criteria. Use when the user asks for a "release readiness pack", "release deck", "fix-version readiness", "go/no-go deck", or "release status pack".
Creates a PowerPoint pack for a sprint review or retrospective covering scope changes, burndown, velocity vs prior sprints, completed vs committed, blockers timeline, and per-engineer contribution, using Jira data. Use when the user asks for a "sprint health deck", "sprint review pack", "retrospective deck", "end-of-sprint deck", or "velocity deck".
Builds an Adaptive Card 1.5 for posting a weekly engineering-delivery update into a Microsoft Teams channel: sprint progress, completed and shipped this week, blockers, ask-of-the-business, and what's next. Public-information only. Use when the user asks for a "weekly delivery update card", "engineering update card", "ship-it card", or "post our team update to Teams".
| 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 |
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.
Do not use for executive review of the team (weekly-pipeline-review-deck,
forecast-call-pack) or single-account context (account-deep-dive-brief).
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 conversionget_team_performance_metrics for benchmarking.| # | 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 |
Closed Lost reason field, not inferred.Manager-coaching. Evidence-led, growth-oriented, not judgemental. Frame the patterns slide as "what the data shows" before "what to do".