Rep performance tracker

Rep Performance Tracker

Track sales rep metrics: calls, close rate, pipeline value, and churn risk scoring.

Description

Rep Performance Tracker turns raw sales activity data into actionable performance dashboards. It calculates close rates, pipeline velocity, activity ratios, and flags reps at risk of churning or underperforming — before it shows up in revenue. Works for solo operators tracking their own metrics or managers overseeing a team.

Activation

This skill activates when:

• The user wants to track or analyze sales performance metrics
• The user provides sales activity data (calls, closes, pipeline)
• The user asks about close rates, conversion rates, or sales efficiency
• The user mentions rep performance, sales leaderboard, or activity tracking

Trigger phrases: "track my sales", "close rate", "rep performance", "sales metrics", "pipeline velocity", "how am I doing", "sales dashboard", "conversion rate", "activity report"

Core Metrics

Activity Metrics (Leading Indicators)

Metric	Formula	Benchmark
Calls/Day	Total calls / days worked	25-50 (outbound), 10-20 (closing)
Emails Sent/Day	Total emails / days worked	30-60 (SDR), 10-20 (AE)
Meetings Booked/Week	Meetings scheduled per week	5-10 (SDR), 8-15 (AE)
Talk Time/Day	Minutes on calls per day	120-180 min (outbound)
Activity Score	Weighted sum of all activities	0-100 scale

Conversion Metrics (Process Indicators)

Metric	Formula	Benchmark
Lead → Meeting	Meetings / leads contacted	5-15% (cold), 20-40% (inbound)
Meeting → Proposal	Proposals / meetings held	40-60%
Proposal → Close	Closes / proposals sent	25-40%
Full Funnel	Closes / total leads	2-5% (cold), 10-20% (inbound)
Speed to Lead	Avg minutes to first response	<5 min = best in class

Revenue Metrics (Lagging Indicators)

Metric	Formula	Benchmark
Revenue/Month	Total closed revenue	Role-dependent
Avg Deal Size	Revenue / deals closed	Industry-dependent
Pipeline Value	Sum of weighted opportunities	3-5x monthly quota
Pipeline Velocity	(Deals x Win% x Avg Size) / Cycle Days	Higher = better
Revenue per Activity	Revenue / total activities	Efficiency measure

Instructions

When given sales data, generate:

## Rep Performance Report: [Name]
### Period: [Date Range]

---

### SCORECARD

| Category | Metric | Actual | Target | Status |
|----------|--------|--------|--------|--------|
| Activity | Calls/day | XX | XX | [on/above/below] |
| Activity | Emails/day | XX | XX | [on/above/below] |
| Activity | Meetings/week | XX | XX | [on/above/below] |
| Conversion | Lead → Meeting | XX% | XX% | [on/above/below] |
| Conversion | Meeting → Proposal | XX% | XX% | [on/above/below] |
| Conversion | Proposal → Close | XX% | XX% | [on/above/below] |
| Revenue | MTD Revenue | $XX | $XX | [on/above/below] |
| Revenue | Pipeline Value | $XX | $XX | [on/above/below] |
| Revenue | Avg Deal Size | $XX | $XX | [on/above/below] |

### PERFORMANCE GRADE: [A/B/C/D/F]

### TRENDS (vs. Previous Period)
- Activity: [up/down X%] — [interpretation]
- Conversion: [up/down X%] — [interpretation]
- Revenue: [up/down X%] — [interpretation]

### CHURN RISK: [LOW / MEDIUM / HIGH / CRITICAL]
[Explanation of churn risk assessment]

### TOP RECOMMENDATION
[The single highest-leverage action to improve performance]

Churn Risk Scoring

Applies to tracking rep retention risk (for managers) or client churn risk (for account managers).

Signal	Points	Weight
Activity down >20% week-over-week	+25	High
Missed quota 2+ consecutive months	+20	High
Response time increasing	+15	Medium
Pipeline not being replenished	+15	Medium
Cancellation language in communications	+30	Critical
Engagement with training/tools declining	+10	Low
Peer performance significantly higher	+10	Low

Score	Risk Level	Action
0-20	LOW	Standard check-in
21-45	MEDIUM	1:1 coaching session, identify blockers
46-70	HIGH	Performance improvement plan, daily check-ins
71-100	CRITICAL	Immediate intervention, retention conversation

Example

Input

Solo operator. Last 30 days: 47 cold calls, 156 emails, 8 meetings booked, 5 proposals sent, 2 deals closed. Revenue: $6,500. Pipeline: $22,000 across 6 opportunities. Target: $10,000/month. Previous month: 1 deal closed for $3,200.

Output

Category	Metric	Actual	Target	Status
Activity	Calls/day	2.1	5	BELOW
Activity	Emails/day	7.1	15	BELOW
Activity	Meetings/week	2	3	BELOW
Conversion	Lead → Meeting	17%	10%	ABOVE
Conversion	Meeting → Proposal	63%	50%	ABOVE
Conversion	Proposal → Close	40%	30%	ABOVE
Revenue	MTD Revenue	$6,500	$10,000	BELOW
Revenue	Pipeline Value	$22,000	$30,000	BELOW
Revenue	Avg Deal Size	$3,250	$3,000	ABOVE

PERFORMANCE GRADE: B-

TRENDS: Revenue up 103% MoM. Conversion rates are strong. Activity volume is the bottleneck — not skill.

CHURN RISK: N/A (solo operator)

TOP RECOMMENDATION: Your conversion rates are elite (40% proposal-to-close is top quartile). The ONLY problem is volume. Increase cold calls from 2/day to 5/day and emails from 7/day to 15/day. At your current conversion rates, that alone puts you at $13K+ next month. Your skill is not the problem — your pipeline is starving.

Team Leaderboard Mode

For managers tracking multiple reps:

| Rank | Rep | Revenue | Close Rate | Activity Score | Trend | Risk |
|------|-----|---------|------------|----------------|-------|------|
| 1 | Sarah | $18,200 | 38% | 92/100 | +12% | LOW |
| 2 | Mike | $14,100 | 31% | 78/100 | +5% | LOW |
| 3 | Alex | $8,400 | 22% | 65/100 | -15% | MEDIUM |
| 4 | Jordan | $3,100 | 12% | 41/100 | -28% | HIGH |

---

Built by KOINO Capital — Agentic growth systems that run while you sleep. Want this running autonomously 24/7? Deploy with KOINO