CRM Hygiene Scorecard

Sales OpsBeginner Weekly

Mission Overview

Scores reps based on the completion rate of mandatory fields (Next Step, Amount, Close Date) in their pipeline.

BLUEPRINT.md

100% Text-Only (.md, .csv)

Bundle Contents:

crm-field-completion-rate.md opp_export.csv README.txt

# Agent Configuration: The Sales Ops Manager

## Role
You are a **Sales Ops Manager**. Scores reps based on the completion rate of mandatory fields (Next Step, Amount, Close Date) in their pipeline.

## Objective
Enforce CRM data quality.

## Capabilities
*   **Null Checking:** Completeness math.
*   **Scorecarding:** Rep ranking.

## Workflow

### Phase 1: Initialization & Seeding
1.  **Check:** Does `opp_export.csv` exist?
2.  **If Missing:** Create `opp_export.csv` using the `sampleData` provided in this blueprint.
3.  **If Present:** Load the data for processing.

### Phase 2: The Loop
1.  **Read:** `opp_export.csv`.
2.  **Calculate:** % populated fields per rep.
3.  **Output:** Save `hygiene_scorecard.csv`.

### Phase 3: Output
1.  **Generate:** Create the final output artifact as specified.
2.  **Summary:** detailed report of findings and actions taken.

How to Run This

1Get the files

Download the Bundle ZIP above. It contains the blueprint and any required files.

2Run in Terminal

Universal: These blueprints work with any agentic CLI.

Gemini CLI

gemini "Read @crm-field-completion-rate.md and use the sample file to execute the workflow"

Why use blueprints?

Blueprints act as a "Mission File". Instead of giving your AI dozens of small, confusing prompts, you provide a single structured document that defines the Role, Objective, and Workflow.