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Weekly Sales Review

Automate weekly sales comparison and report delivery via Slack.

Integrations Used

About
This workflow automates the process of generating and delivering a weekly sales report. It uses a BigQuery query to compare current month's sales with the same period last year for specific brands. The results, including sales metrics and projections, are formatted into a message and sent to a designated Slack channel. This automation is beneficial for sales teams and managers who need to keep track of performance trends and make informed decisions. By automating this process, teams save time and ensure consistent, timely updates, enhancing productivity and strategic planning.
How to use this template
1. Ensure you have access to BigQuery and the necessary permissions to query the sales data tables.
2. Set up a Slack workspace and identify the users or channels to receive the report.
3. Schedule the workflow to run every Monday at 4 AM to fetch and process the sales data.
4. The workflow will automatically send the formatted report to the specified users via Slack.
5. Verify that the report links to the Google Sheets are functional and accessible.
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