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Commitments made in meetings used to live in three places: someone's notes, someone's inbox, and someone's memory.
So, I built one tracker. Every action item gets an owner, a due date, and the meeting it came from, captured before the room clears rather than reconstructed later. One weekly review pass. Automatic escalation at seven days past due.
The point wasn't the spreadsheet. It was that follow-through stopped being something people assumed and started being something you could see. illustrative recreation. No real records, agency or client.
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Does someone on your team lose a day or two building the sales report every week or month?
That was the starting point at Mokobara, the premium travel brand. Pulling sales across all their stores, checking returns, reconciling the numbers and emailing each manager took 1 to 2 days every cycle, with 8+ hours of that spent just reconciling.
I built them an automation on Make.com a few months ago. It has run on its own ever since, weekly and monthly:
Make pulls every sales record from BigQuery, 100K to 250K per cycle. That is too many for one request, so it reads them page by page and stitches them back together.
It calculates the numbers the team actually uses: net sales per store after returns and discounts, return rates and the change against the last period.
It builds a CSV with the full breakdown and a short email summary you can read in 60 seconds.
It reads a Google Sheet of store representatives and emails every one of them the report for their own store.
The result: the reporting problem is gone. The report went from 1 to 2 days of manual work to fully automatic, and the 8+ hours of reconciliation dropped to zero.
Two things I would do the same way again:
Calculate "net sales" in the automation, not in the warehouse. The business rule for what counts as a net sale is not what the raw data stores.
Send people their slice, not the whole report. One report for everyone gets skimmed by everyone.
The figures in the image are placeholders, the real ones stay with the client.
What report is your team still building by hand? Tell me where the data lives and I will tell you how I would automate it.
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I focus on accuracy organized records timely reporting and practical financial support.
Available for remote freelance and long term accounting projects.
NovaOps — E-commerce & Operations Analytics
The problem:
Many businesses have plenty of sales and operational data, but still struggle to answer the questions that affect revenue, inventory, fulfillment, and day-to-day decisions.
Important problems can stay hidden:
Revenue or sales performance starts declining without a clear reason.
Poor-performing products are difficult to identify.
Inventory issues can lead to stockouts, excess stock, or missed sales.
Delivery and fulfillment delays affect customer experience.
Operational inefficiencies remain buried inside spreadsheets and raw data.
Management spends too much time compiling reports instead of acting on them.
NovaOps turns that data into something management can actually use.
It is an E-commerce & Operations Analytics solution designed to help businesses monitor performance, identify problems, uncover opportunities, and make faster, data-driven decisions.
What NovaOps helps solve
📊 Sales Performance — Understand revenue, orders, products, and trends.
📦 Inventory & Stock Risk — Identify products that need attention before inventory problems become costly.
🚚 Fulfillment & Delivery — Monitor operational performance and uncover delays and bottlenecks.
🔎 Performance Gaps — Quickly see where the business is underperforming and what deserves attention.
💡 Decision Support — Transform raw business data into clear insights and actionable recommendations.
The business value
Instead of spending hours going through spreadsheets and disconnected reports, decision-makers get a clearer view of what is happening, why it matters, and where to act.
NovaOps can help businesses reduce avoidable losses, improve operational visibility, identify revenue opportunities, and make better decisions faster.
Built with SQL, Excel, and Power BI, with the focus always on the business problem not just the charts.
If your business has data but you're not getting enough value from it, NovaOps is built to close that gap.
Hi Mamman,
i am freelancer data analyst too. that's good to hear about that program, that can help me more to start with a better project.
Therefore i'd like to give it a try to start project with you anytime