Automated Report Generation for Franchises

For an industrial support group in Europe, I developed a solution to generate and distribute daily reports for hundreds of their franchises, providing a detailed summary of marketing activities for each sales representative. The objective was to ensure that franchise senior management had timely insights into their teams' performance, with reports highlighting key activities like meetings held, demos booked, calls made, and deals won from the previous day.

To achieve this, I utilized a GraphQL API endpoint to query the CRM for the necessary data points. This API allowed me to efficiently retrieve the specific information required for the reports, including activity logs and performance metrics for each sales rep across all franchises.

Once the data was gathered, I built a data transformation layer that processed and organized the information. This involved filtering and structuring the data to create clear, concise summaries tailored to each franchise. The data transformation ensured that each report was relevant and easy to digest, highlighting the most critical metrics and performance indicators.

To generate the reports, I used Puppeteer, a Node.js library that allowed me to create high-quality PDFs programmatically. I designed a custom template for the reports, ensuring they were both professional and visually appealing. The template included franchise-specific branding and a clear layout that made it easy for senior management to review the performance of their sales teams at a glance.

Finally, I implemented Nodemailer to automate the distribution of these reports. Each morning, the system generated and sent the reports to the senior management teams of each franchise, ensuring they had access to the previous day’s performance data without any manual intervention. This approach not only saved time but also ensured that critical information was consistently delivered.

This project demonstrates my ability to automate complex reporting processes, leverage modern APIs, and create user-friendly documents, all while ensuring timely and accurate delivery of crucial business insights.