LLM AI Agents
Sales Analyst Agent
This agent can provide you following:
- Generate sales report
- Get sales analysis
- Get recommendations
Dataset
,,,,,,,,,,,,,
,WEEKLY SALES ACTIVITY REPORT,,,,,,,,,,,,
,,REPORT WEEK,,,,,,,COMMENTS,,,,
,,START DATE,,,END DATE,,,,,,,,
,,"Monday, May 2nd, 20XX",,,"Sunday, May 8th, 20XX",,,,,,,,
,,,,,,,,,,,,,
,,SALES REPRESENTATIVE,,,REGION,,,,,,,,
,,John Smith,,,Northeast,,,,,,,,
,,,,,,,,,,,,,
,,COLD CALLS MADE,FOLLOW-UP CALLS,"EMAILS
SENT",MEETINGS ARRANGED,VISITS COMPLETED,LEADS GENERATED,"DEALS
CLOSED",PRODUCTS SOLD,"SALES
REVENUE","TARGET
AMOUNT",VARIANCE,NOTES
,MON,45,22,95,12,8,14,3,785,"$285,000","$250,000","$35,000.00",Strong start to the week
,TUES,35,25,82,8,5,16,2,504,"$210,000","$250,000","$(40,000.00)",Lassiter reduced order
,WED,38,19,76,9,7,12,6,712,"$350,000","$250,000","$100,000.00",Dule increased order
,THURS,42,28,88,11,6,9,2,325,"$138,750","$200,000","$(61,250.00)",Competition in the region
,FRI,28,15,65,6,4,5,0,0,"$0","$50,000","$(50,000.00)",Shepard canceled order
,SAT,12,8,24,2,0,1,0,0,"$0","$0","$0.00",Weekend prospecting
,SUN,0,0,0,0,0,0,0,0,"$0","$0","$0.00",
,TOTALS,200,117,430,48,30,57,13,2326,"$983,750","$1,000,000","$(16,250.00)",
,,,,,,,,,,,,,
,,,,,,,,,,,,,
,,SALES REPRESENTATIVE,,,REGION,,,,,,,,
,,Sarah Johnson,,,Southeast,,,,,,,,
,,,,,,,,,,,,,
,,COLD CALLS MADE,FOLLOW-UP CALLS,"EMAILS
SENT",MEETINGS ARRANGED,VISITS COMPLETED,LEADS GENERATED,"DEALS
CLOSED",PRODUCTS SOLD,"SALES
REVENUE","TARGET
AMOUNT",VARIANCE,NOTES
,MON,52,18,78,9,6,11,2,456,"$192,500","$180,000","$12,500.00",New client acquisition
,TUES,48,22,85,11,8,15,3,628,"$275,000","$180,000","$95,000.00",Major deal with Henderson Inc.
,WED,45,25,92,8,5,9,1,215,"$86,250","$180,000","$(93,750.00)",Market downturn affected sales
,THURS,50,20,82,10,7,13,4,542,"$312,750","$180,000","$132,750.00",Excellent recovery
,FRI,35,15,68,7,4,8,2,387,"$154,800","$180,000","$(25,200.00)",Partial cancellations
,SAT,15,6,22,2,1,3,1,125,"$45,000","$50,000","$(5,000.00)",Weekend conference
,SUN,0,0,5,0,0,0,0,0,"$0","$0","$0.00",Email follow-ups only
,TOTALS,245,106,432,47,31,59,13,2353,"$1,066,300","$950,000","$116,300.00",
,,,,,,,,,,,,,
,,,,,,,,,,,,,
,,SALES REPRESENTATIVE,,,REGION,,,,,,,,
,,Michael Chen,,,Midwest,,,,,,,,
,,,,,,,,,,,,,
,,COLD CALLS MADE,FOLLOW-UP CALLS,"EMAILS
SENT",MEETINGS ARRANGED,VISITS COMPLETED,LEADS GENERATED,"DEALS
CLOSED",PRODUCTS SOLD,"SALES
REVENUE","TARGET
AMOUNT",VARIANCE,NOTES
,MON,38,15,65,7,4,8,1,215,"$96,750","$120,000","$(23,250.00)",Slow start after holiday
,TUES,42,19,72,9,6,12,2,345,"$138,000","$120,000","$18,000.00",Recovery in agricultural sector
,WED,48,22,85,11,8,15,3,512,"$230,400","$120,000","$110,400.00",Major industrial client signed
,THURS,45,20,78,10,7,14,2,378,"$151,200","$120,000","$31,200.00",Consistent performance
,FRI,40,18,70,8,5,10,2,295,"$118,000","$120,000","$(2,000.00)",Slightly below target
,SAT,18,8,25,3,2,4,0,0,"$0","$40,000","$(40,000.00)",Trade show attendance
,SUN,5,2,15,1,0,1,0,0,"$0","$0","$0.00",Early prep for next week
,TOTALS,236,104,410,49,32,64,10,1745,"$734,350","$640,000","$94,350.00",
,,,,,,,,,,,,,
,,,,,,,,,,,,,
,,SALES REPRESENTATIVE,,,REGION,,,,,,,,
,,Amanda Rodriguez,,,Southwest,,,,,,,,
,,,,,,,,,,,,,
,,COLD CALLS MADE,FOLLOW-UP CALLS,"EMAILS
SENT",MEETINGS ARRANGED,VISITS COMPLETED,LEADS GENERATED,"DEALS
CLOSED",PRODUCTS SOLD,"SALES
REVENUE","TARGET
AMOUNT",VARIANCE,NOTES
,MON,55,25,95,12,9,18,3,625,"$281,250","$300,000","$(18,750.00)",
,TUES,58,28,105,14,10,20,4,845,"$380,250","$300,000","$80,250.00",Breakthrough with Taylor Corp.
,WED,52,24,90,11,8,16,2,425,"$191,250","$300,000","$(108,750.00)",Supply chain issues affected closings
,THURS,60,30,110,15,11,22,5,975,"$438,750","$300,000","$138,750.00",Record day for the quarter
,FRI,45,20,80,10,7,14,3,615,"$276,750","$300,000","$(23,250.00)",
,SAT,22,10,35,4,2,5,1,215,"$96,750","$100,000","$(3,250.00)",Regional conference
,SUN,8,3,18,1,0,2,0,0,"$0","$0","$0.00",Early prep for Monday meetings
,TOTALS,300,140,533,67,47,97,18,3700,"$1,665,000","$1,600,000","$65,000.00",
,,,,,,,,,,,,,
,,,,,,,,,,,,,
,,SALES REPRESENTATIVE,,,REGION,,,,,,,,
,,David Wilson,,,West Coast,,,,,,,,
,,,,,,,,,,,,,
,,COLD CALLS MADE,FOLLOW-UP CALLS,"EMAILS
SENT",MEETINGS ARRANGED,VISITS COMPLETED,LEADS GENERATED,"DEALS
CLOSED",PRODUCTS SOLD,"SALES
REVENUE","TARGET
AMOUNT",VARIANCE,NOTES
,MON,48,22,85,11,8,16,2,485,"$218,250","$220,000","$(1,750.00)",Close to target
,TUES,52,25,92,12,9,18,3,645,"$290,250","$220,000","$70,250.00",New tech startup clients
,WED,55,26,98,13,10,20,4,825,"$371,250","$220,000","$151,250.00",Excellent day with enterprise clients
,THURS,50,24,88,11,8,16,3,585,"$263,250","$220,000","$43,250.00",
,FRI,45,21,80,10,7,14,2,425,"$191,250","$220,000","$(28,750.00)",
,SAT,25,12,40,5,3,6,1,215,"$96,750","$100,000","$(3,250.00)",Innovation conference
,SUN,12,5,22,2,1,3,0,0,"$0","$0","$0.00",Client dinner meeting
,TOTALS,287,135,505,64,46,93,15,3180,"$1,431,000","$1,200,000","$231,000.00",
,,,,,,,,,,,,,
,,,,,,,,,,,,,
,,REGIONAL SUMMARY,,,,,,,,,,,
,,,,,,,,,,,,,
,,REGION,COLD CALLS MADE,FOLLOW-UP CALLS,"EMAILS
SENT",MEETINGS ARRANGED,VISITS COMPLETED,LEADS GENERATED,"DEALS
CLOSED",PRODUCTS SOLD,"SALES
REVENUE","TARGET
AMOUNT",VARIANCE
,,Northeast,200,117,430,48,30,57,13,2326,"$983,750","$1,000,000","$(16,250.00)"
,,Southeast,245,106,432,47,31,59,13,2353,"$1,066,300","$950,000","$116,300.00"
,,Midwest,236,104,410,49,32,64,10,1745,"$734,350","$640,000","$94,350.00"
,,Southwest,300,140,533,67,47,97,18,3700,"$1,665,000","$1,600,000","$65,000.00"
,,West Coast,287,135,505,64,46,93,15,3180,"$1,431,000","$1,200,000","$231,000.00"
,,COMPANY TOTALS,1268,602,2310,275,186,370,69,13304,"$5,880,400","$5,390,000","$490,400.00"
,,,,,,,,,,,,,
,,,,,,,,,,,,,
,,PRODUCT BREAKDOWN,,,,,,,,,,,
,,,,,,,,,,,,,
,,PRODUCT CATEGORY,UNITS SOLD,REVENUE,AVG UNIT PRICE,% OF TOTAL SALES,,,,,,,
,,Enterprise Solutions,4250,"$2,125,000","$500.00",36.1%,,,,,,,
,,Mid-Market Solutions,3825,"$1,530,000","$400.00",26.0%,,,,,,,
,,Small Business Package,2964,"$890,000","$300.25",15.1%,,,,,,,
,,Starter Kits,2265,"$735,400","$324.68",12.5%,,,,,,,
,,Add-on Services,0,"$600,000",n/a,10.2%,,,,,,,
,,TOTALS,13304,"$5,880,400",,100.0%,,,,,,,
Example of class SalesAnalysisAgent:
<?php
declare(strict_types=1);
namespace app\classes\llmagents\salesanalysis;
use app\classes\llmagents\salesanalysis\tools\AnalyzeSalesDataTool;
use app\classes\llmagents\salesanalysis\tools\ForecastFutureSalesTool;
use app\classes\llmagents\salesanalysis\tools\GenerateSalesReportTool;
use LLM\Agents\Agent\Agent;
use LLM\Agents\Agent\AgentAggregate;
use LLM\Agents\Solution\MetadataType;
use LLM\Agents\Solution\Model;
use LLM\Agents\Solution\SolutionMetadata;
use LLM\Agents\Solution\ToolLink;
final class SalesAnalysisAgent extends AgentAggregate {
public const DEFAULT_MODEL = 'gpt-4o-mini';
public const NAME = 'sales_analysis';
public static function create(string $model = self::DEFAULT_MODEL): self {
$agent = new Agent(
key: self::NAME,
name: 'Sales Analysis Agent',
description: 'This agent specializes in analyzing sales data, identifying trends, and providing actionable insights to improve sales performance. It can process historical sales data, generate comprehensive reports, and forecast future sales based on existing patterns.',
instruction: 'You are a sales analysis assistant. Your primary goal is to help users analyze their sales data and extract valuable insights. Use the provided tools to analyze sales data, generate detailed reports, and forecast future sales trends when appropriate. Always aim to provide clear, data-driven insights that can help users make informed business decisions and improve their sales strategies.',
);
$aggregate = new self($agent);
$aggregate->addMetadata(
// Instructions
new SolutionMetadata(
type: MetadataType::Memory,
key: 'data_driven_analysis',
content: 'Base all your analyses on the provided data. Avoid making assumptions without supporting evidence.',
),
new SolutionMetadata(
type: MetadataType::Memory,
key: 'identify_patterns',
content: 'Look for meaningful patterns and trends in the sales data, such as seasonal fluctuations, growth rates, and customer behavior patterns.',
),
new SolutionMetadata(
type: MetadataType::Memory,
key: 'contextual_insights',
content: 'Provide insights that consider the specific industry and business context when analyzing sales data.',
),
new SolutionMetadata(
type: MetadataType::Memory,
key: 'actionable_recommendations',
content: 'Always include actionable recommendations based on your analysis that users can implement to improve their sales performance.',
),
new SolutionMetadata(
type: MetadataType::Memory,
key: 'explain_technical_terms',
content: 'Provide clear explanations of technical terms and metrics for users who may not be familiar with advanced sales analytics concepts.',
),
new SolutionMetadata(
type: MetadataType::Memory,
key: 'comprehensive_analysis',
content: 'Consider multiple factors in your analysis, including product performance, customer segments, regional variations, and time-based trends.',
),
// Prompts examples
new SolutionMetadata(
type: MetadataType::Prompt,
key: 'basic_analysis',
content: 'Can you analyze my quarterly sales data from the last 2 years?',
),
new SolutionMetadata(
type: MetadataType::Prompt,
key: 'forecast_request',
content: 'Based on my historical sales data, what should I expect for the upcoming holiday season?',
),
new SolutionMetadata(
type: MetadataType::Configuration,
key: 'max_tokens',
content: 4000,
),
);
$aggregate->addAssociation(
new Model(model: $model)
);
// Abilities of the agent
$aggregate->addAssociation(new ToolLink(name: GenerateSalesReportTool::NAME));
$aggregate->addAssociation(new ToolLink(name: AnalyzeSalesDataTool::NAME));
$aggregate->addAssociation(new ToolLink(name: ForecastFutureSalesTool::NAME));
return $aggregate;
}
public function getInputParamDescription(): array {
$descriptions = [
'reportPath' => 'The path to report file',
];
return $descriptions;
}
/**
* Always require URL parameter for both tools
* @param $properties
* @param $required
* @return void
*/
public function addRequiredParams(&$properties, &$required) {
// Always require URL parameter for both tools
if (!isset($properties['reportPath'])) {
$properties['reportPath'] = [
'type' => 'string',
'description' => 'The path to report file',
];
$required[] = 'url';
}
}
public function getRequiredArgument(): string {
return 'reportPath';
}
}