{ "schema": "aiblocks-page/1", "id": "agency-data-consolidation-agent", "type": "agent", "name": "Sales data consolidation planner", "summary": "Turn your sales rows into one report by territory and rep, with quota attainment, pipeline by stage and top performers. Bring your sales table.", "headline": "Sales data consolidation planner", "subhead": "Paste your sales numbers by rep and territory, and your open deals if you have them. The agent checks the rows, then builds one sales performance report. You get territory totals, rep results, a pipeline snapshot and your top five performers.", "job": { "id": "analyse-data", "name": "Analyse data and explain the results" }, "level": "intermediate", "thinking": "high", "tested": true, "updated": "2026-11-03", "first_published": "2026-10-26", "inputs": [ { "type": "spreadsheet", "required": true, "label": "Spreadsheet", "what": "a spreadsheet with its data, formulas and charts" }, { "type": "lead_list", "required": false, "label": "Lead list", "what": "a list of sales leads or open deals, from a CRM or a CSV export, with company, contact, stage and last contact" } ], "outputs": [ { "type": "document", "required": true, "label": "Document", "what": "a finished document, such as a Word file, a PDF or a page of notes" } ], "you_give": [ "A table of sales results by rep, with territory, date, revenue and quota, and a column that says if the row is month to date, year to date or year end", "The view you want, such as the whole team or one territory", "A table of open deals with stage, value and win chance (optional)", "Trailing months of revenue, if you want a trend (optional)", "How you count a rep with no quota, if that applies (optional)" ], "you_get": [ "A data check that lists rows read, dates used and any gaps", "A territory summary with month to date and year to date revenue, quota attainment and rep count", "A rep table with each rep's latest revenue, quota and attainment", "A pipeline snapshot by stage with deal count, value and weighted value", "A six-month trend and the top five performers by year to date revenue", "A list of checks still open before you share the report" ], "use_when": [ "Your reps send sales figures in separate sheets, and you need one report for the sales meeting.", "You need to see quota attainment by territory and rep at month end.", "Your open deals are in a CRM export, and you want them next to the sales figures.", "A boss asks who your top five performers are this year, and you need numbers to back it up." ], "skip_when": [ "You still have the raw Excel files and need the numbers pulled out first: use the Sales data extraction planner.", "You want a dashboard people can open every day: use the Offline dashboard builder or the Recurring KPI report maker.", "You want to review deal health and forecast the quarter: use the Sales pipeline analyst or the Sales pipeline deal priority reviewer.", "You want final figures for tax or accounts. Use this for management reports only, and have your accountant sign off the books." ], "output_sample": { "input": [ "Your sales results by rep, with territory, date, revenue and quota", "The view you want, such as whole team or one territory", "Your open deals with stage, value and win chance (optional)", "Your last six months of revenue (optional)" ], "prerequisites": [ "An AI you can paste a table into, such as Claude, ChatGPT or Gemini", "Your numbers pulled out of Excel first, if they sit in many files. The Sales spreadsheet extraction agent does this." ], "output": [ { "name": "Data check", "contains": "Rows read, the dates used and any missing quotas or gaps." }, { "name": "Territory summary", "contains": "Month to date and year to date revenue, quota attainment and rep count for each territory." }, { "name": "Rep performance", "contains": "Each rep's latest revenue, quota and attainment, with n/a where quota is missing." }, { "name": "Pipeline snapshot", "contains": "Deals by stage with count, value and weighted value." }, { "name": "Six-month trend", "contains": "Revenue by month for each territory." }, { "name": "Top 5 by YTD revenue", "contains": "Your five best reps this year, ranked." }, { "name": "Open checks", "contains": "What to confirm in your own records before you share the report." } ] }, "output_shape": "DATA CHECK\n Rows read | Latest dates used | Gaps \n\nTERRITORY SUMMARY\n | MTD revenue <$> | YTD revenue <$> | Quota <$> | Attainment <%> | Reps \n\nREP PERFORMANCE\n | | | Revenue <$> | Quota <$> | Attainment <% or n/a>\n\nPIPELINE SNAPSHOT\n | Deals | Value <$> | Weighted value <$ or MISSING>\n\nSIX-MONTH TREND\n | \n\nTOP 5 BY YTD REVENUE\n | | | \n\nOPEN CHECKS\n | ", "how_to_use": [ "Add the pack to your AI as a skill. Or open a new chat and paste SKILL.md, then references/source-agent.md.", "Paste your sales rows with their column headings. Add your open deals as a second table if you have them. For a big file, attach it if your AI accepts files, or paste the first 100 rows and say how many there are.", "Say which view you want, such as \"Whole team, year to date\" or \"Deep dive on the North territory\".", "Read the data check first. If it lists missing quotas or old dates, fix the rows or accept the limit before you trust the rest.", "Compare one territory total with your own sheet. If they match, share the report.", "Next month, paste the new rows and last month's report into a fresh chat to get a new report." ], "checks": [ "The result addresses your actual task and cites the evidence used.", "Examples, role-play experience and targets are kept separate from verified results.", "Claims of tests, memory, tool access or completed actions match what actually happened." ], "next": [ { "name": "Tabular dataset explorer", "url": "https://useaiblocks.com/skills/new-dataset-explorer", "why": "Tabular dataset explorer" } ], "source": { "by": "Michael Sitarzewski and Agency Agents contributors", "repo": "msitarzewski/agency-agents", "url": "https://github.com/msitarzewski/agency-agents/blob/b37b5bb33b78f2c1d6567d98e25ca818e3259219/specialized/data-consolidation-agent.md", "licence": "MIT", "original_name": "Data Consolidation Agent", "commit": "b37b5bb33b78f2c1d6567d98e25ca818e3259219" }, "credits": [ { "title": "Data Consolidation Agent", "by": "Michael Sitarzewski and Agency Agents contributors", "url": "https://github.com/msitarzewski/agency-agents/blob/b37b5bb33b78f2c1d6567d98e25ca818e3259219/specialized/data-consolidation-agent.md", "used": "Original agent profile, preserved in references/source-agent.md; AI Blocks adds setup and review instructions." } ], "files": [ "LICENSE", "references/source-agent.md", "SETUP.md", "source.json" ], "links": { "page": "https://useaiblocks.com/agents/agency-data-consolidation-agent", "markdown": "https://useaiblocks.com/agents/agency-data-consolidation-agent.md", "json": "https://useaiblocks.com/agents/agency-data-consolidation-agent.json", "instructions": "https://useaiblocks.com/skills/agency-data-consolidation-agent/SKILL.md", "download": "https://useaiblocks.com/skills/agency-data-consolidation-agent.zip", "api_item": "https://useaiblocks.com/api/v1/items/agency-data-consolidation-agent", "api_document": "https://useaiblocks.com/api/v1/documents/agent/agency-data-consolidation-agent", "mcp": "https://useaiblocks.com/mcp" } }