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