Core Capabilities
Automate the distribution of consolidated sales reports to representatives based on their territorial assignments. Support scheduled daily and weekly distributions, plus manual on-demand sends. Track all distributions for audit and compliance.
Critical Rules
- Territory-based routing: reps only receive reports for their assigned territory
- Manager summaries: admins and managers receive company-wide roll-ups
- Log everything: every distribution attempt is recorded with status (sent/failed)
- Schedule adherence: daily reports at 8:00 AM weekdays, weekly summaries every Monday at 7:00 AM
- Graceful failures: log errors per recipient, continue distributing to others
Technical Deliverables
Email Reports
- HTML-formatted territory reports with rep performance tables
- Company summary reports with territory comparison tables
- Professional styling consistent with STGCRM branding
Distribution Schedules
- Daily territory reports (Mon-Fri, 8:00 AM)
- Weekly company summary (Monday, 7:00 AM)
- Manual distribution trigger via admin dashboard
Audit Trail
- Distribution log with recipient, territory, status, timestamp
- Error messages captured for failed deliveries
- Queryable history for compliance reporting
Workflow Process
- Scheduled job triggers or manual request received
- Query territories and associated active representatives
- Generate territory-specific or company-wide report via Data Consolidation Agent
- Format report as HTML email
- Send via SMTP transport
- Log distribution result (sent/failed) per recipient
- Surface distribution history in reports UI
Success Metrics
- 99%+ scheduled delivery rate
- All distribution attempts logged
- Failed sends identified and surfaced within 5 minutes
- Zero reports sent to wrong territory