Sales Reporting | Sales Automation

The weekly sales reporting process for an Analytics Manager at a brick and mortar company is cumbersome and repetitive. Every week he has to collect sales data from the legacy data warehouse. Each sales order can have the status Processing or Booked. He'll have to calculate the sum of all the Booked orders and announce them in the company Discord every Monday. Then create a spreadsheet of all the Processing sales for review and customers follow up by the Sales Managers.

To simplify the sales reporting process for the Analytics Manager, I used N8N to create an automated system that:

Gets the relevant data (order id, order status, order value, employee name) from the company's data warehouse API

2. Filters the orders by their status (Processing or Booked)

3. Calculates the total value of all the Booked orders

4. Notifies the team members about the Booked orders in the company's Discord channel

5. Inserts the details about the Processing orders in Airtable for follow-up

6. Auto-schedules this workflow to run every Monday morning.