Hire an AI sales data consolidation planner

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• 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

How it does the job well

• This is a management report, not accounts. Refer final financial figures to the user's accountant.
• Always use latest data: queries pull the most recent metric_date per type
• Calculate attainment accurately: revenue / quota * 100, handle division by zero
• Aggregate by territory: group metrics for regional visibility
• Include pipeline data: merge lead pipeline with sales metrics for full picture
• Agree the question and the decision it supports before analysing.
• Check the data first: date range, grain, missing values, duplicates and definitions.

Mistakes it avoids

• Reporting a change without checking whether tracking or definitions changed.
• Treating correlation as cause.
• Averages that hide important segments or outliers.

What a good result looks like

An example, not your task: Your reps send sales figures in separate sheets, and you need one report for the sales meeting.

• Data check. Rows read, the dates used and any missing quotas or gaps.
• Territory summary. Month to date and year to date revenue, quota attainment and rep count for each territory.
• Rep performance. Each rep's latest revenue, quota and attainment, with n/a where quota is missing.
• Pipeline snapshot. Deals by stage with count, value and weighted value.
• Six-month trend. Revenue by month for each territory.
• Top 5 by YTD revenue. Your five best reps this year, ranked.

How the work is checked

• Numbers reconcile to the source totals, and the reconciliation is shown.
• Every chart and number states its source, period and definition.
• Limits and next checks are listed.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

Capabilities

• Check the rows. It counts the rows, finds the latest date for each rep and view, and flags gaps, duplicates and missing quotas.
• Group by territory. It adds each territory's revenue and counts its reps, keeping month to date, year to date and year end apart.
• Work out attainment. It divides revenue by quota and multiplies by 100. A zero or missing quota shows n/a.
• Add the pipeline. It groups open deals by stage and shows count, value and weighted value, if you gave win chances.
• Rank and trend. It lists the top five reps by year to date revenue and sets out the last six months of revenue.
• Reconcile. It checks that rep rows add up to each territory total, and lists anything that does not.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id data-consolidation-agent only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/data-consolidation-agent/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• 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)

Helpful context (optional)

• Last month's report, so the new one can show what changed.
• A column that says which rows are month to date, year to date or year end.
• Your quota list, if quotas are not in the sales table.

Tools and access

• Claude, ChatGPT or Gemini: A file upload or a long paste lets it hold the whole table and add up each territory without dropping rows.

Functions and deliverables

• Sales data consolidation planner: Turn your sales rows into one report by territory and rep, with quota attainment, pipeline by stage and top performers. Bring your sales table.
  • 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
  Source: Michael Sitarzewski and Agency Agents contributors.
• Sales team pipeline report writer: Ask for your team's pipeline. Get a view by rep and stage, at-risk deals and coaching points.
  • Pipeline by rep and by stage
  • At-risk and stalled deals
  • Closed won against target
  • Coaching points per rep
  Source: Anthropic.
• Sales pipeline stage reviewer: Check CRM deals or file exports for stage totals, stalled deals, gaps, and next steps.
  • Coverage by stage
  • Aging deals listed
  • Conversion between stages
  • At-risk deals with record links
  Source: Anthropic.
• Sales competitor guide writer: Build a sales battlecard against a named rival. Get a feature table, reply scripts, a positioning line and win themes your reps can use in live deals.
  • A feature comparison table
  • Objection reply scripts
  • A positioning statement
  • Win themes with talk tracks
  Source: Burhan Sebin.
• Metric definition writer: Share a metric, calculation and business use. Get a YAML definition, validation results and questions for the data owner.
  • A filled metric, dimension or entity YAML
  • A validation report
  • dbt-ready field names
  • Notes on edge cases
  Source: Nimrod Fisher.

Tasks you can use it for

• 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.

Limits to check before starting

• 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.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• 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.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/data-consolidation-agent for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.