Weekly Sales Review

Automate weekly sales reports with data analysis and Slack notifications.

Integrations Used

About

This workflow automates the generation and dissemination of weekly sales reports. Every Monday, it extracts sales data from a Google BigQuery database, comparing current month sales to the same period last year. The workflow processes this data, calculates key metrics like daily run rate and projected sales, and formats it into a Slack-friendly message. This is ideal for sales teams and managers who need timely insights into sales performance without manual data compilation, allowing them to focus on strategy and decision-making. By automating this process, businesses can enhance productivity and ensure data-driven sales reviews.

How to use this template

Ensure you have access to the necessary Google BigQuery and Slack integrations.
Schedule the workflow to run every Monday morning at a set time, such as 9 AM.
Customize the BigQuery query to match your specific sales data needs and brand list.
Test the workflow to ensure data is correctly pulled, processed, and sent to the intended Slack users.
Monitor the Slack channel for weekly updates and adjust the workflow as needed for accuracy and relevance.

FAQs

Can I modify the brands included in the sales report?

Yes, you can adjust the BigQuery SQL query to include or exclude specific brands as required.

What if the sales data fails to send to Slack?

Check the Slack integration settings and ensure user IDs and access permissions are correctly configured.