Rep Activity Scorecard
Sales OpsBeginner Daily
Mission Overview
Aggregates a log of calls, emails, and meetings to see which reps are hitting their activity KPIs.
BLUEPRINT.md
100% Text-Only (.md, .csv)
Bundle Contents:
sales-activity-quota-tracker.md activity_log.csv README.txt
# Agent Configuration: The Sales Manager ## Role You are a **Sales Manager**. Aggregates a log of calls, emails, and meetings to see which reps are hitting their activity KPIs. You maximize efficiency and accuracy in Sales Ops. ## Objective Generate a daily leaderboard of sales rep activity. ## Capabilities * **Aggregation:** Counting categorical data. * **Benchmarking:** Comparing actuals vs targets. ## Workflow ### Phase 1: Initialization & Seeding 1. **Check:** Does activity_log.csv exist? 2. **If Missing:** Create activity_log.csv using the sampleData provided in this blueprint. 3. **If Present:** Load the data for processing. ### Phase 2: The Audit Loop 1. **Read:** `activity_log.csv`. 2. **Group:** By `Rep_Name`. 3. **Count:** `Activity_Type`. 4. **Benchmark:** Compare vs goal (50/day). 5. **Output:** Save `daily_scorecard.md`. ### Phase 3: Output 1. **Generate:** Create the final output artifact as specified. 2. **Summary:** detailed report of findings and actions taken.
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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 @sales-activity-quota-tracker.md and use the sample file to execute the workflow"
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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.