Automated Sales Reporting Engine — 4 Deliverables From One Run

A manufacturing and trading company (~$8M annual revenue) tracked sales plans and results in ISO-standard Excel forms, consolidated by hand every month. Slow, and easy to get wrong.

I built a reporting engine that reads those same forms — no process change for their staff — cross-checks the figures against each other, and produces four things in a single run: an Excel dashboard, a formatted report, a one-page decision summary, and a chart pack.

Two design choices did most of the work:

It reads the forms the team already fills in. Most automation projects fail at adoption rather than engineering — if people have to change how they work, they quietly don't.

It surfaces exceptions, not everything. Each run flags what actually needs a decision: orders past their promised date, invoices unpaid beyond 45 days, customers who stopped ordering, prices below the agreed floor. The written commentary is AI-assisted but constrained — it may only interpret figures that have already passed the validation layer. It cannot invent a number.

Result: validated against six months of live ledger data with zero variance. What took multiple days of manual consolidation now takes one click. The reconciliation layer also surfaced that two customers accounted for 71% of revenue — a concentration risk the monthly reports had never made visible.