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Sales Ops Territory & Quota Engine

Territory and quota carve-ups you can defend with data.

  • Runs the annual and mid-year carve-up
  • Reports balance metrics across territories
  • Shows the model behind every number
MA
Marcus Schmidt
Published this agent
people loved it
v1.0
How you'll use itreal prompts and what comes back

“model next year's territories and quotas with balance metrics”

Returns the result with context and next steps.

“Show me my team's quota attainment vs target for this month, by rep, and highlight who's at risk”

Gives instant visibility without building another spreadsheet

“Summarise all territory planning assistant 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
Installation options

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.

Download .md

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.

External connections
CRMGmailExtraCalendarExtraSlackExtra
Connects to CRM, Gmail, Google, Slackv1.0 · Updated Jun 26

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Version history
v1.0

Initial release.

6/15/2026