Sales & reporting
Automated Sales Intelligence Dashboard
- Received Sales_W37.xlsx
- Read 1,214 rows
- Flagged 3 movements
- Report sent to 3 recipients
- Revenue (AED)
- 412,800
- +6.2%vs last week
- Orders
- 96
- +4vs last week
- Active customers
- 128
- +1vs last week
Weekly revenue (AED)Last 8 weeks
Customer movements
- Sample Trading Co.−31% vs 7-week average9,700Attention
- Demo Logistics LLCNo purchase for 5 weeks0Inactive
- Sample Clinic GroupFirst order received12,400New customer
- Example Contracting LLC+8% vs 7-week average66,900Stable
Set by management
- Inactive after 4 weeks without an order
- Attention at −25% vs 7-week average
- Built for
- A business receiving recurring sales reports as files
- The operational problem
- Sales figures arrive as recurring report files. Without automation, seeing a trend or a customer going quiet means opening, copying and comparing them by hand.
- What it does
- Shows management sales trends, category breakdowns and customer movements in one dashboard, and produces the weekly report automatically.
- What we delivered
- Report files converted into structured data
- Management dashboard and sales trends
- Inactive and new customer detection
- Sales broken down by category
- Automated weekly management report
- Systems connected
- Sales report files
- Structured database
- Management dashboard
- Weekly report
- Where a person decides
- Thresholds and report recipients are set by management.Customer trends and exceptions are flagged for management to act on.