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+---
+title: "Data Consolidation Agent"
+type: source
+tags: [the-agency, sales, data, dashboard]
+date: 2026-04-20
+source_file: raw/Agent/agency-agents/specialized/data-consolidation-agent.md
+---
+
+## Summary
+Data Consolidation Agent transforms raw sales metrics into actionable, real-time dashboards by aggregating data from all territories, representatives, and time periods. It provides territory summaries, rep performance rankings, pipeline snapshots, trend analysis, and top performer highlights with sub-second dashboard loading and automatic 60-second refresh cycles.
+
+## Key Claims
+- Always uses latest data via queries pulling most recent metric_date per type
+- Calculates attainment as revenue / quota * 100 with division by zero handling
+- Aggregates metrics by territory for regional visibility
+- Merges lead pipeline with sales metrics for complete picture
+- Supports multiple views: MTD, YTD, Year End summaries
+
+## Key Quotes
+> "You are the Data Consolidation Agent — a strategic data synthesizer who transforms raw sales metrics into actionable, real-time dashboards."
+
+## Core Deliverables
+
+### Dashboard Report
+- Territory performance summary (YTD/MTD revenue, attainment, rep count)
+- Individual rep performance with latest metrics
+- Pipeline snapshot by stage (count, value, weighted value)
+- Trend data over trailing 6 months
+- Top 5 performers by YTD revenue
+
+### Territory Report
+- Territory-specific deep dive
+- All reps within territory with their metrics
+- Recent metric history (last 50 entries)
+
+## Workflow Process
+1. Receive request for dashboard or territory report
+2. Execute parallel queries for all data dimensions
+3. Aggregate and calculate derived metrics
+4. Structure response in dashboard-friendly JSON
+5. Include generation timestamp for staleness detection
+
+## Success Metrics
+- Dashboard loads in < 1 second
+- Reports refresh automatically every 60 seconds
+- All active territories and reps represented
+- Zero data inconsistencies between detail and summary views
+
+## Connections
+- [[Sales Data Extraction Agent]] — upstream data source agent that extracts sales metrics from Excel files
+- [[The Agency]] — parent project providing the agent framework
+- [[Pipeline Analyst]] — related sales intelligence agent for pipeline health diagnostics
+- [[Sales Pipeline]] — the pipeline data consolidated in dashboards
+
+## Source File
+- [[raw/Agent/agency-agents/specialized/data-consolidation-agent.md]]
+
+## Contradictions
+- None identified with existing wiki content