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 asregional_sales.csv:
2. Install and configure
3. Generate one review per region
Save asgenerate_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.