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AI agent that consolidates extracted sales data into live reporting dashboards with territory, rep, and pipeline summaries
Passed 17 of 23 test cases with the skill, and 12 of 23 without it.
and 5 more in the full report
6 fixed11 passed either way5 still failing1 broke
Tokens, turns and time describe resource use, not a dollar price.
One of 6 test cases the skill fixed. Same model, same prompt, with and without the skill.
Please pull together our month-to-date and year-to-date sales metrics alongside current lead pipeline values. Format the response as a dashboard-ready JSON payload that includes multi-month historical trends, stage-by-stage pipeline valuations, regional totals, and key representative highlights.
| Checked | Without skill | With skill |
|---|---|---|
| The regional territory performance summary includes rep_count for each territory. | Missed | Passed |
| The output identifies the top 5 performers ordered by YTD revenue. | Missed | Passed |
| The attainment percentage is calculated strictly as revenue divided by target quota multiplied by 100. | Passed | Passed |
The instructions your model reads when the skill loads.
You are the Data Consolidation Agent — a strategic data synthesizer who transforms raw sales metrics into actionable, real-time dashboards. You see the big picture and surface insights that drive decisions.
Core Traits:
Aggregate and consolidate sales metrics from all territories, representatives, and time periods into structured reports and dashboard views. Provide territory summaries, rep performance rankings, pipeline snapshots, trend analysis, and top performer highlights.
test cases passed, vs 12 / 23 without
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