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Use case · Sales

A sales report nobody has to build

The weekly sales report is usually a spreadsheet somebody fills in on Friday from the CRM and a few messages. We build the report from the CRM itself and send it where the team already reads.

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Weekly sales summary

  • New enquiries24+6
  • Quotes sent11+2
  • Deals without next step7+3
  • Won this week4+1

Sample dashboard values

How you know you have this problem

  • Somebody spends Friday afternoon assembling the sales report

  • Two people report different numbers for the same week

  • The pipeline value is a guess because stages mean different things to different people

  • Reports arrive after the meeting they were needed for

What we build

How it works once it is running

  1. 01

    Agree the numbers

    We decide with you which few figures matter and exactly how each one is counted, so the report means the same thing to everybody.

  2. 02

    Clean the source

    Stages, required fields and lost reasons are tidied in the CRM so the report can be trusted.

  3. 03

    Build the report

    Dashboards are set up in the CRM, and a scheduled workflow assembles the summary from the same data.

  4. 04

    Deliver it

    The summary arrives by email or in chat before the sales meeting, with links back to the deals behind each number.

What you get

  • A written definition of each figure in the report
  • CRM dashboards for the team and for management
  • A scheduled summary by email or chat
  • Links from every number to the underlying deals

What we need from you

  • Access to the CRM

  • The report you use today, however it is made

  • Agreement on the definitions from whoever reads the report

Tools we typically use
Pipedrive, HubSpot, n8n, Google Sheets, Looker Studio, Slack, Teams

See it built

Illustrative exampleA 20-person facility services companyA CRM the sales team actually keeps up to dateOne pipeline shaped around how the company sells, with follow-ups that remind themselves and a weekly report nobody has to assemble.CRM implementationBusiness automationOpen example

Questions about this use case

Can the report include data that is not in the CRM?

Yes, if it lives somewhere we can read, such as invoiced revenue from the ERP. We keep the first version to CRM data and add other sources once the base is trusted.

Do we need a separate reporting tool?

Usually not. The CRM’s own dashboards cover most needs. A separate tool is worth it when you combine several systems.

What if our CRM data is messy?

Then the report will show that, which is useful in itself. We fix what can be fixed in the setup and tell you plainly which numbers are not yet reliable.

More use cases for this team

Business automationCRM implementation

Every enquiry in the CRM, without retyping

Enquiries from forms, email and chat become contacts and deals in your CRM, with the right person notified.

Open use case Business automationCRM implementation

Quotes drafted from your price list

A quote is drafted from the deal, your price list and current stock, and waits for a salesperson to approve it.

Open use case CRM implementationBusiness automation

No open quote left without a follow-up

The CRM reminds the owner, drafts the follow-up and shows which deals have gone quiet.

Open use case

Show us one process. We will show you what it could look like.

The analysis is free, takes about an hour of your time, and ends with a written summary you keep.

Book a free process analysisHow we work

Prefer to read first? See examples