Automatic sales reporting: stop preparing the sales report by hand

The problem is usually not selling

Many companies sell well but do not clearly know what is happening with sales. The data is spread across Excel files, the CRM and the ERP; consolidating it takes hours, and the report arrives when it is no longer useful for deciding.

The sales management questions are always the same and deserve a fast answer:

• How much have we really sold?
• Which salesperson is growing?
• Which products are losing margin?
• How are we doing compared with last month?
• Are we meeting the target?

How it is solved, step by step

• Centralise. The different sales sources are connected and consolidated in a structured database, with a single reliable data model.
• Model. On top of that model, the analysis is built in Power BI: sales, margin, trends, customers, products, salespeople and target achievement. The aim is to understand what drives the result, not just how much was sold.
• Refresh automatically. Reporting is refreshed on a schedule, so management always works with recent information, without depending on manual processes.
• Alert. With automations, summaries and alerts reach whoever needs them. For example, every Monday the sales director receives last week's KPIs by email, and if an indicator drifts from its target, a notification is generated.

What changes day to day

Less time preparing reports and more time analysing, spotting opportunities and deciding. The team stops arguing about where each figure comes from, because everyone looks at the same data.

How we solve it at GY3 Solutions

We design and build this whole chain: data consolidation, the model and reports in Power BI, and the automations that deliver them on time. You can see how we work in Data & AI.

If your company still prepares sales reporting by hand, tell us your case.