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Sales View

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
Salesforce Gong Outreach Slack
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
Salesforce
Salesforce Pipeline per rep
Gong
Gong Call intel
Outreach Sequence performance
Slack
Slack Per-rep card

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

  1. Pull pipeline. New pipeline + won + lost + slipped per rep from Salesforce, with w/w deltas.
  2. Pull calls. Call volume, talk-to-listen, and top objection clusters from Gong.
  3. Pull sequences. Per-rep open + reply rate from Outreach with trend comparison.
  4. 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.