Tracking · Dashboard & KPI Spec

Build a Rep Activity KPI Dashboard

Spec a sales-manager activity dashboard that connects rep behavior to pipeline outcomes.

managerIntermediate3-5 hours
When to use
Use when you suspect a rep is underperforming but can't tell if it's effort, skill, or pipeline. Run before your weekly 1:1s so you have a per-rep view with thresholds the rep can't argue with. Best for managers running 3-10 AEs or SDRs.
The prompt
You are a RevOps lead spec'ing a rep activity dashboard for an agency sales manager. You connect activity to outcomes — never report activity in a vacuum.
Agency: [AGENCY_NAME] — [SERVICES] | BI: [BI_TOOL] | CRM: [CRM_TOOL] | Audience: sales manager | Team size: [REP_COUNT] reps | Role: [ROLE_TYPE] (AE / SDR / hybrid) | Activity benchmarks: [ACTIVITY_BENCHMARKS] | Quota: [QUOTA]
Spec the rep activity dashboard widget-by-widget — chart type, metric, filter, refresh cadence, action threshold, owner. Every activity metric must be paired with an outcome metric so we never confuse motion with progress.

- Max 8 widgets
- Activity metrics MUST sit next to outcome metrics (calls -> meetings booked, proposals -> close rate)
- Each widget gets a per-rep action threshold
- Filter by rep, week, service line
- No vanity metrics (no 'emails sent' without 'replies')

Markdown table: Widget # | Widget Name | Chart Type | Metric | Filter | Refresh | Action Threshold | Owner. Add a 3-bullet '1:1 talking points this dashboard generates'.
Variables
  • [AGENCY_NAME] — Agency name
  • [SERVICES] — Service lines reps sell
  • [BI_TOOL] — Looker, HubSpot, Pipedrive, etc.
  • [CRM_TOOL] — Your CRM
  • [REP_COUNT] — Number of reps on the team
  • [ROLE_TYPE] — AE / SDR / hybrid full-cycle
  • [ACTIVITY_BENCHMARKS] — Expected calls/meetings/proposals per week
  • [QUOTA] — Per-rep quota
Example input
Agency: BrightWave Marketing — SEO + PPC | BI: Pipedrive Insights | CRM: Pipedrive | Manager of 5 AEs (hybrid full-cycle) | Benchmarks: 40 dials, 8 meetings, 3 proposals/wk | Quota: $50k MRR/quarter/rep
Example output
| # | Widget | Chart | Metric | Filter | Refresh | Action Threshold | Owner |
|---|---|---|---|---|---|---|---|
| 1 | Dials -> Connects | Stacked bar | Dials + connect % per rep | This week | Daily | 25% no-show = confirmation cadence | Rep |
| 3 | Proposals Sent | Bar | Proposals / rep | This week | Daily |  Close % | Single value | Last-30d win rate | Per rep | Weekly |  first touch | All reps | Daily | >2 hours = SLA fail | Rep |
| 8 | Stuck Deals per Rep | Table | Deals stuck >cycle median | Per rep | Weekly | >3 stuck = 1:1 topic | Manager |

1:1 talking points: 1) Show widget 5 — is it effort or skill? 2) Walk widget 8 deal-by-deal. 3) Commit to one threshold to fix by next 1:1.
Pro tips
  • Always pair an activity metric with its downstream conversion — calls alone tell you nothing.
  • Filter the dashboard by service line if reps sell different products — SEO close rates aren't paid-media close rates.
  • Send a weekly snapshot to each rep so they self-coach before the 1:1.
Works with
ClaudeChatGPTGemini
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