Rep readiness scorecard
Per-rep weekly 1:1 dashboard — pipeline-gen, call volume, talk-to-listen ratio, sequence performance, and a recommended coaching topic.
Eluu — Rep readiness scorecard
Shown in preview
Runtime ~6 min
Tokens ~22K
Owner a sales manager colleague
Works with
Pick whichever tool your team already uses.
- CRM
Salesforce
HubSpot
Pipedrive
- Messaging
Slack
Teams
What it does
Most sales managers walk into Monday 1:1s without the right context — pipeline lives in Salesforce, calls live in Gong, sequences live in Outreach, and the manager spends an hour stitching three dashboards together before each 1:1. This recipe ships a per-rep readiness scorecard every Monday morning: pipeline-gen and movement, call volume and talk-to-listen ratio, sequence performance, plus a recommended coaching topic. Each rep gets their own card; the manager gets the team-level view to plan the 1:1 sequence.
How it works
- Pull pipeline. New pipeline + won + lost + slipped per rep from Salesforce, with w/w deltas.
- Pull calls. Call volume, talk-to-listen, and top objection clusters from Gong.
- Pull sequences. Per-rep open + reply rate from Outreach with trend comparison.
- Compose. Per-rep card + team-level dashboard delivered Monday AM via Slack.
Setup
- Connect a CRM (Salesforce, HubSpot, or Pipedrive).
- Connect a call-intelligence tool (Gong or Chorus).
- Connect a sales-engagement tool (Outreach or Salesloft).
- Connect a messaging channel (Slack or Teams).
- Configure delivery time (default: Monday 7:00 local time).
Variations
- Aggregate to team-level only for managers who prefer a single view.
- Add deal-coaching prompts — surface the top “next step” stalls per rep.
- Pipe coaching flags to a learning-management tool to assign micro-courses on the recommended topic.