Deals by Team Member and Status

Need to drill down into a team member's performance? This video shows you how to get a detailed breakdown of deals sourced by any team member within a specific timeframe, including their current status. It's performance management, supercharged.

With Taghash MCP Server, your AI becomes a performance coach:

  • Granular Performance Insights: Track deal sourcing and status for each team member, for any period.
  • Real-time Pipeline Monitoring: See exactly where each deal stands in the pipeline.
  • Identify and Unblock: Spot bottlenecks and help your team move deals forward.
  • Targeted Feedback: Provide data-driven coaching to improve performance.

πŸ”‘ What you've learnt:

  • How to securely query deal data by team member and date with MCP
  • How to run a team member contribution analysis in Claude
  • How to interpret and utilize detailed performance metrics
  • How Taghash MCP Server ensures data privacy and accuracy for team performance insights

πŸ’‘ About Taghash MCP Server:

Taghash’s Model Context Protocol (MCP) bridges live VC and PE data to modern AI agents (Claude, ChatGPT, Copilot) β€” with secure read/write access and full user control.

πŸ‘‰ Learn more: https://taghash.io/ai-taghash-mcp-server

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