Data Consolidation Agent

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

2|Updated May 21, 2026
One-click install
npx skills add https://github.com/tcvdog/agency-agents-hermes --skill data-consolidation-agent-tcvdog
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Data Consolidation Agent
Source: https://github.com/tcvdog/agency-agents-hermes/tree/main/specialized/data-consolidation-agent
Command: npx skills add https://github.com/tcvdog/agency-agents-hermes --skill data-consolidation-agent-tcvdog

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Sales data scattered across territories, representatives, and time periods is hard to interpret without consolidation. This Skill transforms raw sales metrics into structured, real-time dashboard reports so teams can track attainment, pipeline health, and top performers without manual spreadsheet work. ## Core Features & Use Cases - Dashboard Reports: Generates territory performance summaries (YTD/MTD revenue, attainment, rep count), individual rep metrics, pipeline snapshots by stage, 6-month trend data, and top 5 performer rankings. - Territory Deep Dives: Produces territory-specific reports covering all reps within a region plus their last 50 metric entries. - Accurate Derived Metrics: Calculates attainment as revenue divided by quota with division-by-zero handling, and always queries the latest metric_date per type. - Use Case: A sales operations manager asks for the current quarter dashboard and receives a JSON report with territory attainment, rep rankings, and weighted pipeline values, complete with a generation timestamp for staleness detection. ## Quick Start Ask the agent to generate the current sales dashboard report with territory summaries, rep performance rankings, and pipeline snapshot.

Frequently Asked Questions about Data Consolidation Agent

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

FAQPage Schema
How do I build 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 structured JSON. The output includes YTD/MTD revenue, attainment percentages, trend data, and top performers.

How is sales attainment calculated in reports?▼

Attainment is calculated as revenue divided by quota multiplied by 100, with explicit handling for division by zero when a rep has no quota assigned. This keeps percentage metrics accurate across all territories.

Can I get a report for a single sales territory?▼

Yes, the territory report provides a deep dive into one region, listing every rep in that territory with their latest metrics plus up to 50 recent metric history entries for trend review.

Does the dashboard use the most recent sales data?▼

Yes, all queries pull 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 pipeline data is included in the sales summary?▼

The pipeline snapshot groups leads by stage and reports count, total value, and weighted value per stage. This pipeline data is merged with sales metrics to give a complete revenue picture alongside attainment figures.