Sales / Sales Performance Management Live
Sales Performance Analyzer
Upload a sales performance export and get quota attainment, rep and territory breakdowns, risk flags, and coaching recommendations for anyone falling behind target.
- Run on demand
- ~6 credits per run
- v1.0.0
What does Sales Performance Analyzer do?
Sales Performance Analyzer is a production AI agent in the sales section of the Leverge agent store, built for the sales performance management process. Upload a sales performance export and get quota attainment, rep and territory breakdowns, risk flags, and coaching recommendations for anyone falling behind target. It runs on demand, works through 4 steps and returns 6 outputs, including quota attainment.
What it needs
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Performance export
A CSV or text export with one row per rep: territory, quota, closed revenue, deals won and lost, open pipeline.
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Analysis settings
What it does
- Reading the performance export
- Analysing rep and territory performance
- Checking for reps below target
- Writing the executive brief
What you get back
- Quota attainment
- Executive brief
- Rep performance
- Territory performance
- Signals to act on
- Coaching recommendations
After each run it asks: “Does this match how the team is actually performing?”
When it runs
Run on demand
Oversight
Runs under scoped, least-privilege credentials with every action written to an audit log. Anything that moves money, alters a contract or reaches a customer requires human approval before it executes.
Sales Performance Management
Other agents in sales performance management
Pipeline, proposals, renewals and the CRM hygiene underneath them
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Close Rate Insight
Upload won and lost deals and get close rates cut by segment, source, and stage — with the patterns that actually explain the differences rather than restating them.
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Acceptance Test Generation
Turn agreed requirements into acceptance tests the customer would sign off — each traceable to a requirement, prioritised, with the untestable ones named.
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Account Plan Review
Check an account plan against what a plan is supposed to contain — whether its actions have owners, whether its targets are grounded, and whether it says anything the data does not support.
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Account Risk Monitor
Name an account and get external signals searched for anything that changes your plan — funding, restructures, leadership moves, regulatory news — with what is corroborated separated from what is rumour.
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Activity Quality Guardrail
Check a CRM activity note before it saves — whether it records what actually happened, whether the next step is real, and whether anything in it should not be written down.
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Agreement Archive Check
Check that every executed agreement is archived, that the archived copy is the executed one, and that nothing is superseded without its replacement on file.
Next Step
Deploy Sales Performance Analyzer, or adapt it
It runs as-is against the inputs above. Most deployments diverge — a different source system, a different tolerance, a different approval path. A 30-minute technical call establishes which.