---
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