Rep Activity Report

command

Produce a per-rep activity digest for the sales team.

# Rep Activity Report

Produce a per-rep activity digest for the sales team.

## Inputs

- **Date Range** — start and end dates for the report period (default: last 7 days)
- **Sales Team** — individual reps or team to report on (required)
- **Activity Types** — which activities to include: calls, emails, meetings, deals progressed (default: all)
- **Output Format** — email, PDF, or dashboard view (default: email)

## Steps

1. Aggregate activity data for each rep across the selected date range.
2. Calculate key metrics: calls made, emails sent, meetings held, deals moved.
3. Identify top performers and outliers for each metric.
4. Summarize each rep's progress on their current deals or pipeline.
5. Filter results by the specified activity types.
6. Format the digest as specified (email, PDF, or view).
7. Deliver or publish the report to the sales team.

## Constraints

- Reports are limited to 1 month of data to maintain performance.
- Do not include confidential deal terms or personal contact information.
- Activity data must be no more than 24 hours old; use cached data if live sync unavailable.

Done when: Each sales rep receives a dated activity summary showing their call count, email count, meetings, and pipeline progress for the selected period.

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Rep Activity Report

Produce a per-rep activity digest for the sales team.

Inputs

Date Range — start and end dates for the report period (default: last 7 days)
Sales Team — individual reps or team to report on (required)
Activity Types — which activities to include: calls, emails, meetings, deals progressed (default: all)
Output Format — email, PDF, or dashboard view (default: email)

Steps

Aggregate activity data for each rep across the selected date range.
Calculate key metrics: calls made, emails sent, meetings held, deals moved.
Identify top performers and outliers for each metric.
Summarize each rep's progress on their current deals or pipeline.
Filter results by the specified activity types.
Format the digest as specified (email, PDF, or view).
Deliver or publish the report to the sales team.

Constraints

Reports are limited to 1 month of data to maintain performance.
Do not include confidential deal terms or personal contact information.
Activity data must be no more than 24 hours old; use cached data if live sync unavailable.

Done when: Each sales rep receives a dated activity summary showing their call count, email count, meetings, and pipeline progress for the selected period.