🏆 Proposal Team Performance Automation with AI

Taskade Genesis builds a live team performance dashboard for your proposal function — agents aggregate output, quality, and close-rate metrics per team member and surface coaching insights without you manually pulling data from multiple tools. ## What Is Proposal Team Performance Automation? It's a people-analytics layer built on top of your proposal database. Each proposal record is linked to its author; agents calculate output volume, average turnaround time, and close rate per person and display results in a shared dashboard — updated automatically as deals close. ## Why Use Proposal Team Performance Automation? You can't coach what you can't measure. Real-time performance data turns gut feel into objective feedback. - Per-author metrics: Volume, close rate, average deal size, and turnaround time per team member — updated in real time. - Relationship linking: Each performance record links to the individual proposals and outcomes that drive it. - Trend visibility: Table view shows weekly and monthly performance trends side by side. - Coaching triggers: Set an automation to flag when a team member's close rate drops below a threshold. - No per-seat lock-in: Add your entire proposal team to the workspace without paying per person. ## Who Should Use Proposal Team Performance Automation? - Sales directors running a distributed proposal team across time zones. - Agency managing directors comparing close rates across senior and junior account managers. - Revenue operations managers building a performance baseline for new proposal writers. - Business development leads coaching team members on deal velocity and follow-up discipline. - HR managers supporting objective performance reviews for sales-adjacent roles. ## How To Use Proposal Team Performance Automation? 1. Clone the template from /automate and link your team directory using the Relationship field. 2. Ensure each proposal record is assigned to an owner — agents attribute all outcomes accordingly. 3. Set a weekly automation: agent calculates per-author metrics and updates the dashboard. 4. Review the performance table in Table view