Weekly Sales Review

Automate weekly sales reports and send updates to Slack every Monday.

Integrations Used

About

This workflow automates the generation and distribution of weekly sales reports. Every Monday at 4 AM, it extracts sales data from a BigQuery database, calculates current month-to-date sales, compares them with the same period last year, and projects future sales. The results are processed into a formatted message that is sent to a Slack channel, ensuring the sales team starts the week with up-to-date performance metrics. This workflow is ideal for sales teams in retail and e-commerce industries, enhancing productivity by eliminating manual report generation and ensuring timely information dissemination.

How to use this template

Ensure integration with BigQuery and Slack is configured in your automation platform.
Schedule the workflow to trigger every Monday at 4 AM.
Customize the Slack user IDs in the workflow to direct the report to the correct team members.
Verify the Google Sheet link used in the message is up-to-date and accessible.
Monitor the workflow execution and adjust the BigQuery query if new sales metrics need to be included.

FAQs

What time will the sales report be available on Slack?

The report is scheduled to be sent every Monday at 9 AM.

Can I customize the brands included in the sales report?

Yes, modify the BigQuery query to include or exclude specific brands.