AI-Powered Executive Summaries for Sales Reports
Essa Mohammed
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Posted Sep 22, 2025
AI-powered executive summaries for improved decision-making
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Timeline
Sep 4, 2025 - Sep 5, 2025
AI‑Powered Executive Summaries
Data Analyst & Automation
Dubai
+971-506153643
PROJECT 3
Essa Hanif
September 4, 2025
Problem
Even when reports are prepared, managers often struggle to interpret complex charts and tables. This slows down decision-making, especially for non-technical stakeholders.
Solution:
AI prompt engineering is built directly into the reporting workflow to automatically produce clear, executive summaries. This feature translates complex data into a few sentences on key metrics, trends, and recommendations, making critical insights accessible to decision-makers without a technical background.
The project is an extension of project 3, wherein the executive summary is constructed from the data processed from project 2 (Sales Report Automation)
The link of the raw relevant data: Sales_data.xlsx
Sales Report – Executive Summary & Recommendations
Executive Summary
The company achieved a total revenue of USD 382,370 across 484 orders, with an average order value of USD 790.02 and a customer base of 20 unique clients. In the most recent month, revenue dropped significantly to USD 17,790, reflecting a -68.4% decline month-over-month. This downward trend highlights the need for immediate corrective action. The Smartphone (USD 134,100), Laptop (USD 127,200), and Tablet (USD 42,800) were the top three revenue-generating products, together contributing the majority of sales. While overall revenue performance has been strong historically, the steep recent decline suggests either seasonality or reduced demand for key products.
Recommendations for the Next 30 Days
1.Reignite Smartphone and Laptop Sales (Effort: Medium)
These two products contribute over 68% of total revenue. Launch a limited-time promotion (e.g., bundle accessories, offer discounts on repeat purchases) to quickly drive demand. First Action: Design a 2-week promotional campaign targeting your top 5 revenue-generating customers.
2.Expand Customer Engagement (Effort: High)
With only 20 unique customers driving sales, the business is heavily concentrated. Expanding to new clients is essential for stability.
First Action: Assign sales reps to reach out to 10 potential new clients in similar industries, using top-selling products as entry points.
Stabilize Monthly Revenue with Subscription/Contract Options (Effort: Low–Medium)
Introduce service contracts or monthly purchase agreements for recurring products like tablets and routers to smooth out monthly fluctuations.
First Action: Identify 3 customers who bought these items repeatedly and propose a discounted contract model.
Prepared by: Essa
Inventory & Data Automation Specialist
Impact
-Translates technical data into clear, human-readable insights
-Improves communication across teams, especially for non-technical managers-Speeds up decision-making by focusing attention on key actions
-Adds value to reports by making them both analytical and strategic
This ensures every report goes beyond numbers and charts — it directly answers the client’s main question: “What does this data mean for my business, and what should I do next?”
END OF REPORT