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AI agent for vp of sales

Regional Performance Review Prep Agent

A regional review pack with checked numbers and clear drivers for each miss

ReportingAnalysisSalesManagement
See how it worksGet access
Regional Performance Review Prep Agent: what goes in, what the agent does and what you get

What it does

Regional reviews take days because numbers come from the CRM, finance and marketing, and they do not always agree. This agent pulls results by region and compares them with the finance totals for the same period. It investigates each difference until it is explained, such as a late booking, a currency effect or a deal in the wrong region. It then finds the drivers of misses: pipeline, conversion, deal size or headcount, and drafts the review pack with charts and a short story for each region. After corrections it reruns the whole pack. The leader approves it. Edge case: a region looks weak only because a large deal was booked in the next quarter, so the agent shows it as timing.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Review date approaches 2 USES A TOOL Pull results by region from the CRM 3 USES A TOOL Pull finance totals for the same period 4 CHECKS THE RESULT Do CRM and finance totals agree within tolerance? If not: investigate each gap and record the cause suchas timing, currency or region mapping. Back to step 2. 5 DOES Find the drivers of each miss from pipeline,conversion, deal size and headcount 6 DOES Draft the regional pages with charts and a shortstory 7 CHECKS THE RESULT Do all figures on the pages match the checkedtotals? If not: correct the figure and rerun the page. Back tostep 4. 8 DOES Draft questions for regional leads 9 YOU APPROVE Leader approves the pack 10 RESULT Regional review pack
Read the steps as a list
  1. Review date approaches
  2. Pull results by region from the CRM
  3. Pull finance totals for the same period
  4. Do CRM and finance totals agree within tolerance?If not: investigate each gap and record the cause such as timing, currency or region mapping. Back to step 2.
  5. Find the drivers of each miss from pipeline, conversion, deal size and headcount
  6. Draft the regional pages with charts and a short story
  7. Do all figures on the pages match the checked totals?If not: correct the figure and rerun the page. Back to step 4.
  8. Draft questions for regional leads
  9. Leader approves the packThe agent waits here for your OK.
  10. Regional review pack

How it decides

A difference is explained when a documented item accounts for it. Drivers are chosen by which measure moved most against target.

  • Tolerance for matching totals is 1 percent
  • Explain every gap with a document or a reason
  • Pick the driver with the largest gap to target
  • Show timing effects separately

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Matching tolerance (default 1%)
  • Measures to include
  • Regions
  • Pack format

What keeps you in control

It always asks you first

  • Leader approves the pack before it is shared

Hard limits

  • Never share the pack before approval
  • Do not alter source data
  • Label estimates

It stops when

  • Done: pack approved
  • Stop: totals cannot be matched and finance must resolve it

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensCRM shows Europe at $7.4M bookings and finance shows $7.1M. The agent finds a $300,000 deal booked in Europe but invoiced from North America. It marks it as a mapping issue and corrects Europe to $7.1M. A page check finds a chart that still used the old figure, which it fixes. The leader approves.

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