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This tutorial converts a sales-operations export into regional business review decks. Python calculates the metrics; Presenton explains performance, highlights risks, and structures the leadership discussion.

Business outcome

Each regional vice president receives a consistent six-slide review covering attainment, pipeline coverage, conversion, sales velocity, retention, and the decisions needed for the next quarter.

1. Prepare the sales export

Save as regional_sales.csv:

2. Install and configure

3. Generate one review per region

Save as generate_regional_reviews.py:

4. Review the management narrative

Before the operating review, Sales Operations should verify:
  • Attainment and pipeline coverage calculations.
  • Quarter ordering and comparable reporting periods.
  • Whether churn and expansion use the same currency and definitions.
  • Claims about root causes, which are analysis rather than source facts.
  • The feasibility and ownership of every proposed action.

Extend the workflow

  • Add forecast categories and rep capacity when those fields are governed.
  • Generate one consolidated global deck after regional approval.
  • Use structured JSON when every region must use exactly the same layouts.
  • Trigger generation from the warehouse only after the quarter is closed.
  • Store the source-query version beside the presentation ID for auditability.

Create from structured JSON

Use fixed layouts when reporting consistency matters more than AI-planned structure.

Generate asynchronously

Queue regional decks in a production batch workflow.