Attainment Distribution Agent

See how attainment spreads across the team by tenure and segment, and which groups have changed since last quarter, instead of relying on the team average.

Trigger: at each quarter close
AI steps: describe the attainment distribution and compare it with last quarter
Output: the distribution emailed to sales leadership five days after close

See Agent Template

Copied

Attainment Distribution Agent: at each quarter close; describe the attainment distribution and compare it with last quarter; the distribution emailed to sales leadership five days after close

How it works

Agent breakdown

A blueprint to adapt, not a fixed recipe. Set the trigger, thresholds, and methodology that fit your team, and each step builds on the last, using the conversation and CRM context you already capture.

Run at quarter close

Trigger

Schedule-Triggered · At each quarter close

Cut it by tenure and segment

Action

Get/Lookup · Opportunity · Scope: closed this quarter and last, by rep

Describe the spread

Action

AI Step · Output: the distribution

Send it to leadership

Output

Send Internal Email · Recipients: sales leadership

TriggerStep 1 of 6

Run at quarter close

At quarter close, the agent waits until the quarter is final before producing the distribution. A mid-quarter view would mostly reflect deal timing, rather than where attainment landed across the team.

Trigger: Each quarter closes
Timing: Once the quarter is final

ActionStep 2 of 6

Cut it by tenure and segment

Next, the agent pulls the opportunities closed during the quarter and groups them by rep. It cuts the results by tenure and segment, so sales leaders can distinguish between a team of new starters and a team of veterans that reached the same overall attainment.

Fields: Value, segment, and tenure
Excludes: Reps still in ramp
Bands: By tenure quartile

ActionStep 3 of 6

Describe the spread

Using those cuts, the agent describes how attainment is distributed across the rep population. It reports the median rather than the average, then names any tenure band or segment where the distribution has changed since last quarter.

Prompt

Describe the attainment distribution across the rep population using the quarter-close data from the previous step.

Give the distribution:

Across the full rep population
By tenure band
By segment

Report the median rather than the average for the full population and for each tenure band and segment. Name any group where the distribution has changed since last quarter.

Exclude reps who are still in ramp. Keep the tenure bands based on tenure quartiles.

Return a concise quarter-close summary with the overall distribution and median, the cuts by tenure band and segment, and a list of the groups whose distribution changed since last quarter.

Copy

OutputStep 4 of 6

Send it to leadership

Five days after close, the agent emails the completed distribution to sales leadership with the cuts already applied. This keeps the first conversation focused on how attainment is spread across the team, rather than who is above or below the line.

When: Five days after close
Includes: The cuts by tenure
Recipients: Sales leadership

Output

Quarterly attainment distribution by tenure and segment in sales leadership's inbox

See the quarterly attainment distribution across the rep population, with the median and cuts by tenure band and segment. The summary also names the groups whose distribution has changed since last quarter, so you can look past the team average.