Example · Report automation

A sales recap that arrives before you reach the office

Each branch's sales are already in a spreadsheet. Every morning the system totals them, compares them with the previous day, and flags unusual numbers. At 07:00 the report lands in your WhatsApp.

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Steps

  1. 01Branch dataYesterday's sales from five branches sit in one spreadsheet.
  2. 02TotalledThe total for all branches is calculated automatically.
  3. 03ComparedEach branch is compared with the previous day.
  4. 04Odd numbers flaggedBranches with a big change get a flag and a note.
  5. 0507:00 reportThe summary is sent to the owner's WhatsApp.

Sample data

Sales per branch

BranchTuesdayWednesdayChange
DagoRp18.4mRp19.1m+4%
Buah BatuRp15.2mRp14.8m-3%
CimahiRp12.6mRp4.8m-62%
AntapaniRp9.9mRp10.6m+7%
KopoRp11.3mRp11.9m+5%
TotalRp67.4mRp61.2m-9%

Needs checking

Cimahi: no transactions after 14:10. Other branches look normal.

Daily ReportWhatsApp

Recap for Wednesday, 14 October

  • Total sales Rp61.2 million, down 9% on Tuesday.
  • The other four branches moved slightly, from down 3% to up 7%.
  • Cimahi Rp4.8 million. No transactions after 14:10, please check with the branch head.
  • Highest: Dago at Rp19.1 million.

Branch details are in the spreadsheet.

07:00

The numbers come from your own data

The report only reads data you already have. No figures are changed, and an odd number is only flagged for checking, not explained away.

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