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imMamdouhaboammar
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agency-data-consolidation-agent

Aggregates sales metrics into territory, rep, and pipeline dashboard reports.

Updated Jul 27, 2026
Search Tags:#data consolidation#pipeline analysis#attainment#sales dashboard#territory reports#metrics aggregation
One-click install
npx skills add https://github.com/imMamdouhaboammar/Mimera --skill agency-data-consolidation-agent-immamdouhaboammar
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: agency-data-consolidation-agent
Source: https://github.com/imMamdouhaboammar/Mimera/tree/main/.agents/skills/data-consolidation-agent
Command: npx skills add https://github.com/imMamdouhaboammar/Mimera --skill agency-data-consolidation-agent-immamdouhaboammar

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Sales teams often have raw metrics scattered across territories, representatives, and time periods with no unified view. This Skill consolidates that data into structured, dashboard-ready reports so leaders can see performance, attainment, and pipeline health without manual spreadsheet work. ## Core Features & Use Cases - Dashboard Reports: Generates territory performance summaries (YTD/MTD revenue, attainment, rep count), pipeline snapshots by stage, trailing 6-month trends, and top 5 performers by YTD revenue. - Territory Deep Dives: Produces territory-specific reports with all reps, their latest metrics, and the last 50 metric history entries. - Accurate Derived Metrics: Calculates attainment as revenue divided by quota with division-by-zero handling, and always queries the most recent metric_date per type. - Use Case: A sales operations manager asks for the current dashboard and receives a single JSON payload with territory summaries, rep rankings, pipeline values, and a generation timestamp for staleness detection. ## Quick Start Ask the agent to generate the latest sales dashboard report with territory summaries, rep performance, and pipeline snapshot.

Frequently Asked Questions about agency-data-consolidation-agent

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I generate a sales dashboard report from raw metrics?▼

Request a dashboard report and the agent runs parallel queries across territories, reps, and pipeline stages, then aggregates the results into dashboard-friendly JSON. The output includes YTD/MTD revenue, attainment, trends, and top performers.

How is sales attainment calculated in the report?▼

Attainment is calculated as revenue divided by quota multiplied by 100. The agent handles division by zero explicitly so reps without a quota do not break the report.

What data does the territory report include?▼

The territory report provides a deep dive into one territory, listing all reps within it, their latest metrics, and the last 50 metric history entries for recent performance context.

Does the dashboard use the most recent sales data?▼

Yes, every query pulls the most recent metric_date per metric type, and each report includes a generation timestamp so consumers can detect stale data. Reports are designed to refresh every 60 seconds.

What are the limitations of the consolidated dashboard?▼

The dashboard reflects only data already present in the metrics and pipeline sources, so missing or outdated source records propagate into summaries. It targets sub-second loads but depends on underlying query performance.

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