koinod 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 |
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