Sales Manager Copilot
Use when a sales manager asks for a rep scorecard, 1:1 prep, coaching diagnosis, who on the team needs attention, or a weekly team performance review. Pulls live Salesforce or HubSpot data to produce a weighted Performance Health Score for AEs and SDRs, trend, root-cause diagnosis, and one specific manager action. Not for generic sales coaching without live rep data or a named review target.
Sample result
Run live demo
Rep performance scorecard| Domain & Criterion | Weight & Score | CRM Evidence & Metrics | Coaching Status | |
|---|---|---|---|---|
| 1 | Pipeline Coverage | 12 pts | Done (12) | 3.8x quota coverage ($1.42M open pipe vs $375k Q3 quota) | Pass |
| 2 | MEDDPICC & Champion | 22 pts | Partial (11) | Umbra Holdings ($480k) lacks documented Economic Buyer & Champion | Needs Action |
| 3 | Stage & Velocity | 15 pts | Partial (7) | Avg 42 days in Stage 3 vs team avg 24 days; 2 deals stalled >14 days | At Risk |
| 4 | Activity Volume | 16 pts | Done (16) | 62 touches/wk (target: 50); 14 discovery calls logged with Elodie & team | Pass |
| 5 | Discovery & Value | 18 pts | Fail (0) | Low discovery-to-demo conversion (22% vs 41% bench); weak ROI logging | Coaching Priority |
Example run
“Can you pull live Salesforce data for Alex Mercer, generate a rep performance scorecard, and prep our 1:1 agenda for tomorrow?”
Retrieved $1.42M open pipeline across 5 active deals against $375k Q3 quota (3.8x coverage). Identified $480k opportunity with Umbra Holdings (primary contact: Elodie Lindqvist) missing Economic Buyer
Logged 62 weekly touches (target: 50) and 14 discovery calls. Discovery-to-demo conversion is 22% (team benchmark: 41%). Stage 3 velocity averages 42 days vs 24-day baseline with 2 stalled deals.
Recorded health score of 68/100 (declining trend, -6 pts). Root-cause diagnosis: Skill/Messaging Gap.
Performance Scorecard: Alex Mercer (Score: 68/100 — Skill/Messaging Gap)
More in Pipeline Management
- Sample resultStalled deal recovery plan
Diagnostic Area Status / Blocker Evidence (Inbox & CRM) Buyer Engagement Blocked: Timing Slipped Emeka Andersson cited Q3 plant expansion delay on Aug 14; last 2 touches asked 'any updates?' without re-anchoring. Stakeholder Coverage Gap: Economic Buyer CFO Marcus Vance requested loss-run audit authority on Jul 29; never added to proposal threads or CRM contacts. Technical / Terms Unresolved Objection Risk Director Sarah Lin flagged deductible structure in clause 4B on Aug 02; no counter-proposal provided. Use when a user asks “Why is this deal stuck?”, “This deal has been sitting in proposal forever,” or “Rescue my stalled deals.” Diagnoses the blocker behind an open, stale deal and gives the owner a cause-based recovery plan. Not for a single quiet-thread bump, which belongs in No-Reply Rescue, or stage-label validation, which belongs in Deal Stage Reality Check.
- Sample resultBuild outbound campaign status report
Funnel Stage Current Rate (Wk 6) Benchmark Target 1. Dials → Connects 4.8% (48/1,000 dials) 4.0% – 8.0% 2. Connects → Conversations 31.2% (15/48 connects) 25.0% – 40.0% 3. Conversations → Meetings 6.7% (1/15 conversations) 10.0% – 20.0% 4. Meetings Booked → Held 100.0% (1/1 booked) 60.0% – 75.0% 5. Meetings Held → Opportunities 0.0% (0/1 held) 30.0% – 50.0% Diagnose an outbound campaign from its funnel numbers and produce a weekly status report — selling days remaining, current vs target metrics, the single binding constraint, and the one fix for next week. Use this whenever someone shares outbound activity numbers, asks why a campaign isn't producing meetings, wants a weekly or monthly campaign update or client report, says outbound "isn't working," is deciding whether to kill or extend a campaign, or is reviewing SDR performance. Also use when someone asks for a pipeline or outbound review, or hands over dials, connects, replies, or meeting counts without a specific question — raw activity data almost always means a diagnostic is needed. Reach for this before offering generic outbound advice, because the fix depends entirely on which funnel stage is actually broken.
- Sample resultDaily quota pacing and execution plan
Account / Target Quota Impact Stage & Risk Q3 Quota Pacing $240,000 Gap Behind Pace (2.1x Cover) Larkspur Outfitters $85,000 ARR Decision Stage (At Risk) Apex Freight Systems $62,000 ARR Evaluation (Priority) Cascade Logistics $45,000 ARR Proposal (At Risk) Vanguard Express $110,000 ARR Whitespace Prospect Use this when you say: plan my day, run my territory, am I on pace, what do I need to close, prep me for this call, help me follow up, update CRM, rescue this deal, find whitespace, build a bigger deal, or close out my day. It shows where you stand against quota, what needs attention, and the next actions that move you toward bigger deals and quota attainment.
