Sales Ops Reporting Engine
Every leader gets the same number, defined the same way.
- Maintains the source-of-truth sales reporting
- Keeps metric definitions consistent
- Ends the whose-number-is-right debate
“build the standard sales scorecard and refresh the leadership dashboards”
Returns the result with context and next steps.
“Book a 30-minute discovery call with Sarah Mitchell at TechCorp for next Tuesday afternoon and send the calendar invite”
Eliminates the back-and-forth coordination overhead
“Summarise all reporting & dashboards analyst activity from this week and tell me what needs my attention before Monday”
Condenses a week of work into a 30-second brief
Advanced install optionsmanual setup, command line, connections, raw file
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and tailors it to your routine. Nothing runs on our servers.
If you add the file to Claude yourself, Claude asks you to confirm before reading it. That prompt is standard for any file you give it.
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Initial release.
6/15/2026
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