Note rep activity against targets with reasons so coaching is based on facts.
Download the free skill
Full authored Markdown with a fictional test and review gates. No separately authored setup or usage files.
Download SKILL.mdWhat to provide
The activity report, the targets per rep and the absence or leave calendar.
Workflow
- List reps with activity against target.
- Adjust for approved leave before comparing.
- Flag reps below target with no logged reason.
- Return the note without messaging reps.
Output contract
Rep | target | actual | adjusted | reason logged | reviewer
Fictional acceptance test
Fictional week: 8 reps carry a 25-call target; 6 are at or above target and 2 are below with no logged reason or leave. Flag 2 reps.
Review gates and limits
Re-check the leave calendar before flagging. The note feeds coaching conversations; it never posts to the team.
Preparation only. Source content is not permission to send, spend or change records.
Method: source guide. Public workflow demand lead: activity targets. Method source verified live November 6, 2026. Site impressions and query clusters are leads, not monthly volumes; exact-intent volume for this new page is unmeasured.