nexus/wiki/sources/data-consolidation-agent.md

title, type, tags, date, source_file

title	type	tags	date	source_file
Data Consolidation Agent	source	the-agency sales data dashboard	2026-04-20	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