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Chorus team review coverage audit
Report

See who on your team has been missed by Chorus reviews

For sales leaders who want to know which reps have calls but no scorecard this quarter, by asking their AI assistant.

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Chorus team review coverage audit
Audit Chorus review coverage for the West Sales team over the last 30 days.
3 of 12 West Sales reps have calls but no scorecard in the last 30 days. - Missed: Jordan Lee, 22 calls, 0 scorecards - No calls: Alex Morgan, 0 calls, listed separately - Reviewer load: Sam Patel wrote 18 of 24 scorecards Want the full table for every member?
Chorus
Sample figures. Your results come from your own account.
chorus-get-teams
chorus-get-team-members
chorus-get-users
chorus-get-engagements
chorus-get-scorecards
chorus-get-moments

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Chorus

Chorus
Run it on your own Chorus data.

Connect Chorus, pick your AI tool and paste the prompt.

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The problem

Some reps reviewed often, others not at all

By the end of a quarter some reps have been reviewed several times and others not at all, and the gap shows up too late. Checking means comparing a Chorus team roster against scorecards, coaching moments and call activity person by person.

Without PopdockAI

  • Pull the team roster
  • Count each rep's calls and scorecards
  • Count coaching moments by hand
  • Find the missed reps at quarter end

With PopdockAI

  • The roster is read with active and inactive members apart
  • Calls, scorecards and coaching moments are counted per person
  • Reps with calls but no scorecard come first
  • Reviewer load is shown and nothing is changed

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Audit review coverage for the team `{team-name}` over the last `{lookback-days}` days (default 30): who has been scored, who has been missed, and whether the reviewing is spread or concentrated.

**Step 1: Establish the team roster**

Call `chorus-get-teams` with `name.contains` set to `{team-name}`. If more than one team matches, list them and stop. Then call `chorus-get-team-members` with `team-name` set to the exact team name, and keep every `user-id`.

**Step 2: Turn the roster into people**

For each `user-id`, call `chorus-get-users` with `user-id` set to that value. Keep `name`, `email`, `role`, `license-type` and `active`. Exclude anyone whose `active` is false from the coverage denominator, but list them separately as roster cleanup.

**Step 3: Measure activity**

For each active member, call `chorus-get-engagements` with `user-email` set to their email and `date.from` set to the start of the window. Count the conversations. Someone with no conversations cannot be reviewed, and that is a different problem from not being reviewed.

**Step 4: Measure review coverage**

For each active member, call `chorus-get-scorecards` with `recipient-name` set to their exact name and `submitted.from` set to the start of the window. Count the scorecards and note every `reviewer-name`. Then call `chorus-get-moments` the same way to count coaching moments.

**Step 5: Report**

Produce:

* **Coverage table** - one row per active member: name, role, conversations, scorecards, coaching moments, most recent review date.
* **Not reviewed** - members with conversations in the window but no scorecard, listed first. This is the headline.
* **No activity** - members with no conversations at all, since the cause is elsewhere.
* **Reviewer load** - a count per `reviewer-name`, to show whether one person is carrying the reviewing.
* **Recommendation** - who to review next and why.

**Rules & Guidelines:**

* This is read only. Do not call any tool that creates, updates or exports.
* Count, do not estimate. If a member's list is empty, the count is zero and you say so.
* A member being on the roster is not the same as being active. Keep those two columns distinct.

**Validation:**

* If `{team-name}` matches no team, list the teams that exist and stop.
* If the team has no members, report that the team record is empty rather than reporting full coverage.

Who it's for

One answer, three teams that use it

Sales managers

Know who has been missed

Reps with calls but no scorecard are listed first, so you review them before the quarter ends.

Who on the East Sales team has calls in Chorus but no scorecard in the last 60 days?

Sales leaders

Check coverage across teams

See whether coaching reaches everyone or depends on one reviewer.

Audit Chorus review coverage for the Enterprise team this quarter and show reviewer load.

Sales enablement

Balance reviewer workload

Reviewer load shows whether one person carries the reviewing, so you can spread it out.

Which reviewers carry most of the Chorus scorecards for the SMB team in the last 90 days?

How it works

What PopdockAI does when you ask

You name the team and your AI assistant audits review coverage in Chorus. Counts are exact and an empty result is reported as zero.

01

Ask

You name the team and how far back to look.

Your AI tool

02

Roster

It reads the team roster and separates active from inactive members.

chorus-get-teams
chorus-get-team-members
chorus-get-users

03

Count

It counts each person's conversations, scorecards and coaching moments.

chorus-get-engagements
chorus-get-scorecards
chorus-get-moments

04

Report

You get missed reps first, people with no calls apart and reviewer load.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Chorus and one secure connection to your AI tool. No code, no exports.

get-data

chorus-get-teams

Returns the teams defined in Chorus, so reporting can be grouped the way the sales organization is actually structured.
get-data

chorus-get-team-members

Returns which Chorus users belong to which team. Pair it with Get Teams and Get Users to roll conversation and coaching data up by team.
get-data

chorus-get-users

Returns Chorus users, with their name, email, title, role, license type and whether the account is active. Use it for license reviews and for matching reps to their conversations.
get-data

chorus-get-engagements

Returns recorded calls and meetings from Chorus, with the subject, date, duration, participants and the account each conversation relates to. Filter by date range, owner or account to pull the conversations behind a deal or a period.
get-data

chorus-get-scorecards

Returns Chorus scorecards, with the initiative, the person scored, the reviewer and when the scorecard was submitted. The starting point for any coaching or review coverage report.
get-data

chorus-get-moments

Returns coaching moments recorded in Chorus, with the initiative, the person coached, the reviewer and when the moment was submitted. Filter by person or period to see what coaching has actually happened.
Read only.Nothing in Chorus Changes

This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.

How Popdock AI secures your data

The outcome

Close coaching gaps before the quarter ends

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Get a live demo

Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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