Manufacturing
Logistics
Real Estate
Retail
Finance
Healthcare
Hospitality
Automotive
About the Agent
ZBrain Sales Performance Analyzer Agent is designed to measure and enhance sales effectiveness across individuals and territories. Many organizations struggle with fragmented sales data spread across multiple systems, making it difficult to track performance, identify skill gaps, and evaluate market coverage. This lack of visibility often results in missed opportunities, inefficient resource allocation, and slower growth.
The agent addresses these challenges by consolidating data from CRM systems, deal pipelines, and activity logs into a unified performance view. It applies advanced analytics to track KPIs such as closure rates, lead-to-deal conversion ratios, revenue contribution, and territory coverage. By benchmarking performance across sales representatives and regions, it reveals patterns, highlights strengths, and pinpoints underperforming areas that need attention.
With structured insights at hand, organizations can make smarter strategic decisions, optimize territory assignments, and deliver targeted training programs. Sales leaders gain the ability to identify top performers, close skill gaps more quickly, and allocate resources with greater precision.
Accuracy
TBD
Speed
TBD
Input Data Set
Sample of data set required for Sales Performance Analyzer Agent:
CRM Data
| rep_id | rep_name | territory_id | territory_name | account_id | product_line | annual_contract_value (USD) | opportunity_stage | opportunity_value (USD) | close_date |
|---|---|---|---|---|---|---|---|---|---|
| REP-1001 | Alice Johnson | TERR-NE-01 | Northeast Region | ACCT-201 | Enterprise Software | 245000 | Proposal Sent | 82000 | 2025-06-14 |
| REP-1002 | Brian Patel | TERR-NE-01 | Northeast Region | ACCT-202 | Cloud Infrastructure | 185000 | Negotiation | 46000 | 2025-05-29 |
| REP-1003 | Carla Green | TERR-NE-01 | Northeast Region | ACCT-203 | Data Analytics Suite | 210000 | Closed Won | 105000 | 2025-04-22 |
| REP-1004 | David Chen | TERR-NE-01 | Northeast Region | ACCT-204 | Security Solutions | 198000 | Proposal Sent | 73000 | 2025-05-18 |
| REP-1005 | Emily Wright | TERR-NE-01 | Northeast Region | ACCT-205 | IoT Platform | 175000 | Negotiation | 52000 | 2025-06-05 |
| REP-2001 | Frank Miller | TERR-SE-02 | Southeast Region | ACCT-301 | Enterprise Software | 230000 | Closed Won | 99000 | 2025-04-30 |
| REP-2002 | Grace Li | TERR-SE-02 | Southeast Region | ACCT-302 | Cloud Infrastructure | 250000 | Proposal Sent | 88000 | 2025-06-08 |
| REP-2003 | Henry Brooks | TERR-SE-02 | Southeast Region | ACCT-303 | Data Analytics Suite | 180000 | Negotiation | 52000 | 2025-05-27 |
| REP-2004 | Irene Scott | TERR-SE-02 | Southeast Region | ACCT-304 | Security Solutions | 195000 | Proposal Sent | 64000 | 2025-05-15 |
| REP-2005 | Jack Thompson | TERR-SE-02 | Southeast Region | ACCT-305 | IoT Platform | 240000 | Closed Won | 101000 | 2025-04-25 |
| REP-3001 | Karen Evans | TERR-MW-03 | Midwest Region | ACCT-401 | Enterprise Software | 190000 | Negotiation | 56000 | 2025-06-02 |
| REP-3002 | Liam Turner | TERR-MW-03 | Midwest Region | ACCT-402 | Cloud Infrastructure | 205000 | Proposal Sent | 71000 | 2025-05-19 |
| REP-3003 | Mia Davis | TERR-MW-03 | Midwest Region | ACCT-403 | Data Analytics Suite | 225000 | Closed Won | 95000 | 2025-04-29 |
| REP-3004 | Noah White | TERR-MW-03 | Midwest Region | ACCT-404 | Security Solutions | 175000 | Negotiation | 49000 | 2025-06-09 |
| REP-3005 | Olivia King | TERR-MW-03 | Midwest Region | ACCT-405 | IoT Platform | 210000 | Proposal Sent | 83000 | 2025-05-24 |
| REP-4001 | Paul Adams | TERR-W-04 | West Region | ACCT-501 | Enterprise Software | 260000 | Closed Won | 115000 | 2025-04-20 |
| REP-4002 | Quinn Baker | TERR-W-04 | West Region | ACCT-502 | Cloud Infrastructure | 185000 | Negotiation | 54000 | 2025-06-03 |
| REP-4003 | Ryan Foster | TERR-W-04 | West Region | ACCT-503 | Data Analytics Suite | 220000 | Proposal Sent | 78000 | 2025-05-21 |
| REP-4004 | Sophia Hall | TERR-W-04 | West Region | ACCT-504 | Security Solutions | 195000 | Proposal Sent | 62000 | 2025-05-28 |
| REP-4005 | Tyler James | TERR-W-04 | West Region | ACCT-505 | IoT Platform | 250000 | Closed Won | 108000 | 2025-04-26 |
| REP-5001 | Uma Reed | TERR-C-05 | Central Region | ACCT-601 | Enterprise Software | 185000 | Negotiation | 57000 | 2025-06-04 |
| REP-5002 | Victor Lee | TERR-C-05 | Central Region | ACCT-602 | Cloud Infrastructure | 205000 | Proposal Sent | 69000 | 2025-05-23 |
| REP-5003 | Wendy Cole | TERR-C-05 | Central Region | ACCT-603 | Data Analytics Suite | 235000 | Closed Won | 104000 | 2025-04-27 |
| REP-5004 | Xavier Price | TERR-C-05 | Central Region | ACCT-604 | Security Solutions | 170000 | Negotiation | 46000 | 2025-06-07 |
| REP-5005 | Yvonne Gray | TERR-C-05 | Central Region | ACCT-605 | IoT Platform | 195000 | Proposal Sent | 68000 | 2025-05-20 |
Deal Pipeline Data
| deal_id | lead_source | creation_date | stage | probability (%) | expected_revenue (USD) | sales_cycle_days | assigned_rep |
|---|---|---|---|---|---|---|---|
| DEAL-5001 | Trade Show | 2025-03-02 | Negotiation | 75 | 61000 | 47 | Alice Johnson |
| DEAL-5002 | Referral | 2025-03-11 | Proposal Sent | 60 | 42000 | 53 | Brian Patel |
| DEAL-5003 | Webinar | 2025-02-25 | Closed Won | 100 | 105000 | 39 | Carla Green |
| DEAL-5004 | Cold Call | 2025-03-17 | Proposal Sent | 55 | 73000 | 61 | David Chen |
| DEAL-5005 | Inbound Lead | 2025-03-05 | Negotiation | 65 | 52000 | 44 | Emily Wright |
| DEAL-5006 | Conference | 2025-02-20 | Closed Won | 100 | 99000 | 41 | Frank Miller |
| DEAL-5007 | Website Inquiry | 2025-03-08 | Proposal Sent | 60 | 88000 | 46 | Grace Li |
| DEAL-5008 | Email Outreach | 2025-03-15 | Negotiation | 55 | 52000 | 54 | Henry Brooks |
| DEAL-5009 | Networking Event | 2025-02-27 | Proposal Sent | 62 | 64000 | 48 | Irene Scott |
| DEAL-5010 | Referral | 2025-02-24 | Closed Won | 100 | 101000 | 38 | Jack Thompson |
| DEAL-5011 | Trade Show | 2025-03-04 | Negotiation | 65 | 56000 | 47 | Karen Evans |
| DEAL-5012 | Partner Lead | 2025-03-09 | Proposal Sent | 58 | 71000 | 49 | Liam Turner |
| DEAL-5013 | Webinar | 2025-02-22 | Closed Won | 100 | 95000 | 40 | Mia Davis |
| DEAL-5014 | Cold Call | 2025-03-14 | Negotiation | 60 | 49000 | 52 | Noah White |
| DEAL-5015 | Inbound Lead | 2025-03-12 | Proposal Sent | 65 | 83000 | 44 | Olivia King |
| DEAL-5016 | Conference | 2025-02-18 | Closed Won | 100 | 115000 | 36 | Paul Adams |
| DEAL-5017 | Website Inquiry | 2025-03-06 | Negotiation | 60 | 54000 | 48 | Quinn Baker |
| DEAL-5018 | Partner Lead | 2025-03-10 | Proposal Sent | 62 | 78000 | 45 | Ryan Foster |
| DEAL-5019 | Email Outreach | 2025-03-13 | Proposal Sent | 58 | 62000 | 50 | Sophia Hall |
| DEAL-5020 | Referral | 2025-02-26 | Closed Won | 100 | 108000 | 39 | Tyler James |
| DEAL-5021 | Cold Call | 2025-03-07 | Negotiation | 55 | 57000 | 51 | Uma Reed |
| DEAL-5022 | Networking Event | 2025-03-05 | Proposal Sent | 60 | 69000 | 48 | Victor Lee |
| DEAL-5023 | Trade Show | 2025-02-21 | Closed Won | 100 | 104000 | 37 | Wendy Cole |
| DEAL-5024 | Email Outreach | 2025-03-16 | Negotiation | 55 | 46000 | 53 | Xavier Price |
| DEAL-5025 | Website Inquiry | 2025-03-01 | Proposal Sent | 62 | 68000 | 47 | Yvonne Gray |
Activity Logs
| activity_id | rep_id | activity_type | date | duration_minutes | notes | deal_id |
|---|---|---|---|---|---|---|
| ACT-10001 | REP-1001 | Client Meeting | 2025-05-18 | 90 | Discussed APAC expansion | DEAL-5001 |
| ACT-10002 | REP-1002 | Product Demo | 2025-05-14 | 60 | Presented cloud cost savings | DEAL-5002 |
| ACT-10003 | REP-1003 | Negotiation Call | 2025-04-19 | 45 | Finalized pricing structure | DEAL-5003 |
| ACT-10004 | REP-1004 | Client Meeting | 2025-05-21 | 75 | Reviewed migration plan | DEAL-5004 |
| ACT-10005 | REP-1005 | Proposal Review | 2025-05-30 | 55 | Revised IoT licensing terms | DEAL-5005 |
| ACT-10006 | REP-2001 | Client Meeting | 2025-05-10 | 85 | Demonstrated enterprise ERP | DEAL-5006 |
| ACT-10007 | REP-2002 | Product Demo | 2025-05-12 | 70 | Showed hybrid cloud integration | DEAL-5007 |
| ACT-10008 | REP-2003 | Negotiation Call | 2025-05-22 | 50 | Discussed pricing objections | DEAL-5008 |
| ACT-10009 | REP-2004 | Proposal Review | 2025-05-17 | 60 | Sent revised security package | DEAL-5009 |
| ACT-10010 | REP-2005 | Client Meeting | 2025-05-09 | 80 | Showcased IoT in logistics | DEAL-5010 |
| ACT-10011 | REP-3001 | Product Demo | 2025-05-25 | 65 | Demonstrated ERP dashboard | DEAL-5011 |
| ACT-10012 | REP-3002 | Client Meeting | 2025-05-19 | 70 | Presented hybrid cloud features | DEAL-5012 |
| ACT-10013 | REP-3003 | Negotiation Call | 2025-05-04 | 50 | Closed analytics suite deal | DEAL-5013 |
| ACT-10014 | REP-3004 | Client Meeting | 2025-06-01 | 75 | Security compliance discussion | DEAL-5014 |
| ACT-10015 | REP-3005 | Proposal Review | 2025-05-26 | 60 | IoT platform scalability changes | DEAL-5015 |
| ACT-10016 | REP-4001 | Client Meeting | 2025-05-02 | 80 | Closed enterprise solar project | DEAL-5016 |
| ACT-10017 | REP-4002 | Product Demo | 2025-05-24 | 65 | Presented automotive IoT suite | DEAL-5017 |
| ACT-10018 | REP-4003 | Client Meeting | 2025-05-20 | 70 | Demonstrated analytics API | DEAL-5018 |
| ACT-10019 | REP-4004 | Proposal Review | 2025-05-28 | 55 | Adjusted security SLA terms | DEAL-5019 |
| ACT-10020 | REP-4005 | Client Meeting | 2025-05-03 | 85 | Closed robotics automation deal | DEAL-5020 |
| ACT-10021 | REP-5001 | Client Meeting | 2025-05-22 | 65 | Discussed ERP compliance | DEAL-5021 |
| ACT-10022 | REP-5002 | Product Demo | 2025-05-18 | 60 | Hybrid cloud presentation | DEAL-5022 |
| ACT-10023 | REP-5003 | Negotiation Call | 2025-05-06 | 50 | Closed analytics contract | DEAL-5023 |
| ACT-10024 | REP-5004 | Client Meeting | 2025-06-05 | 70 | Security proposal revisions | DEAL-5024 |
| ACT-10025 | REP-5005 | Proposal Review | 2025-05-27 | 55 | IoT rollout proposal changes | DEAL-5025 |
Deliverable Example
Sample output delivered by the Sales Performance Analyzer Agent:
Individual Performance
| Territory | Rep Name | Closure Rate (%) | Lead-to-Deal Conversion (%) | Avg Sales Cycle (days) | Revenue Contribution (USD) | Territory Coverage (%) |
|---|---|---|---|---|---|---|
| Northeast | Carla Green | 34.7 | 19.8 | 40 | 1,365,000 | 85 |
| West | Paul Adams | 33.5 | 19.1 | 41 | 1,320,000 | 86 |
| Southeast | Grace Li | 33.8 | 18.7 | 41 | 1,290,000 | 85 |
| West | Tyler James | 31.8 | 18.4 | 42 | 1,260,000 | 84 |
| Northeast | Alice Johnson | 31.4 | 18.2 | 42 | 1,245,000 | 84 |
| Central | Wendy Cole | 32.8 | 18.9 | 42 | 1,240,000 | 84 |
| Southeast | Jack Thompson | 31.6 | 18.3 | 43 | 1,225,000 | 84 |
| Midwest | Mia Davis | 32.1 | 18.6 | 43 | 1,210,000 | 85 |
| Midwest | Olivia King | 30.7 | 18.0 | 45 | 1,180,000 | 83 |
| West | Ryan Foster | 30.9 | 18.2 | 44 | 1,150,000 | 82 |
| Southeast | Frank Miller | 30.2 | 17.9 | 44 | 1,110,000 | 83 |
| Central | Victor Lee | 29.4 | 17.3 | 46 | 1,050,000 | 81 |
| Midwest | Liam Turner | 29.8 | 17.5 | 46 | 1,030,000 | 82 |
| Northeast | Emily Wright | 29.5 | 17.1 | 46 | 1,020,000 | 81 |
| Southeast | Irene Scott | 28.9 | 16.8 | 47 | 980,000 | 81 |
| Northeast | Brian Patel | 28.1 | 16.4 | 48 | 980,000 | 80 |
| Central | Yvonne Gray | 28.3 | 16.6 | 47 | 980,000 | 80 |
| West | Quinn Baker | 28.6 | 16.5 | 47 | 960,000 | 80 |
| Midwest | Karen Evans | 27.3 | 15.9 | 48 | 940,000 | 80 |
| West | Sophia Hall | 27.1 | 15.8 | 49 | 915,000 | 79 |
| Central | Uma Reed | 26.5 | 15.2 | 50 | 895,000 | 78 |
| Southeast | Henry Brooks | 25.4 | 15.0 | 49 | 890,000 | 79 |
| Midwest | Noah White | 24.9 | 14.8 | 50 | 870,000 | 78 |
| Central | Xavier Price | 25.7 | 14.9 | 51 | 860,000 | 77 |
| Northeast | David Chen | 22.1 | 14.2 | 53 | 755,000 | 78 |
Territory Performance Summary
| Territory | Avg Closure Rate (%) | Avg Lead-to-Deal Conversion (%) | Avg Sales Cycle (days) | Total Revenue (USD) | Avg Coverage (%) |
|---|---|---|---|---|---|
| West | 30.38 | 17.6 | 44.6 | 5,605,000 | 82.2 |
| Southeast | 30.0 | 17.34 | 44.8 | 5,495,000 | 82.4 |
| Northeast | 29.24 | 17.14 | 45.8 | 5,365,000 | 81.6 |
| Midwest | 29.0 | 17.0 | 46.4 | 5,230,000 | 81.6 |
| Central | 28.54 | 16.58 | 47.2 | 5,025,000 | 80.0 |
Skill Gap Analysis
| Rep Name | Territory | Identified Skill Gap | Impact | Recommended Action |
|---|---|---|---|---|
| David Chen | Northeast | Negotiation | Low closure rate despite high leads | Enroll in Advanced Negotiation Workshop |
| Henry Brooks | Southeast | Time Management | Long sales cycles | Implement CRM task automation |
| Noah White | Midwest | Lead Qualification | High pipeline drop-off rate | Improve lead scoring criteria |
| Sophia Hall | West | Territory Penetration | Below-average coverage | Assign SDR for account expansion |
| Xavier Price | Central | Prospecting | Low lead-to-deal conversion | Prospecting skills training |
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