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Working prototypeAutomation

Automated weekly reporting

Scattered CRM, sales and spreadsheet data becomes a validated weekly report with KPIs, anomaly flags and a plain-language executive summary.

Business
Fictional B2B distributor
Status
Working prototype
Example project. The business, names, data and figures shown here are fictional.

Revenue

$141k

Orders

12

Margin

28.4%

Illustrative data

01 · Business problem

The problem

Every Monday an operations manager exports data from the CRM, the accounting system and two spreadsheets, pastes it into a template and writes a summary. It takes most of the morning, errors are hard to spot and the report is already out of date when it lands.

Proposed approach

Data is collected from each source on a schedule, checked for missing values, duplicates and mismatches, then combined into a fixed set of KPIs. A short written summary is generated directly from the numbers shown, and anything unusual is flagged for a person to look at.

02 · System architecture

How it fits together

  1. 01

    Collectors

    Scheduled read-only pulls from CRM, accounting and spreadsheets.

  2. 02

    Validation

    Checks completeness, duplicates and reconciliation between sources.

  3. 03

    Metrics layer

    Consistent KPI definitions calculated the same way every week.

  4. 04

    Report builder

    Generates the summary and delivers by email or dashboard.

03 · Proposed workflow

Step by step

  1. 1

    Collect

    Pull this week's records from each source.

  2. 2

    Validate

    Flag gaps, duplicates and mismatches.

  3. 3

    Summarise

    Calculate KPIs and write the summary.

  4. 4

    Deliver

    Email the report and publish the dashboard.

04 · Interactive demo

Build a weekly report

Three messy fictional sources become one validated report. Notice the checks that catch a duplicate, a gap and a mismatch.

Weekly report builder · Kestrel Supply Co. (fictional)Demo · fictional data

Sources · Week 42

OrderAccountRegionAmount
O-5101Northgate BuildersEast$18,400
O-5102Lakeside FacilitiesWest$6,250
O-5103Pinecrest SchoolsEast$9,800
O-5104Ridgeway HotelsCentral$22,600
O-5105Harbour ClinicsCentral$4,350
O-5106Northgate BuildersEast$11,900
O-5107Valley Dental Group(blank)$3,100
O-5108Summit Property MgmtWest$14,750
O-5108Summit Property MgmtWest$14,750
O-5109Pinecrest SchoolsEast$7,200
O-5110Ridgeway HotelsCentral$26,900
O-5111Lakeside FacilitiesWest$5,600
O-5112Elmstead ArenasWest$12,300
  1. Collect (not started)
  2. Validate (not started)
  3. Summarise (not started)
  4. Deliver (not started)

The report is empty until it is built. Review the sources, then build the report.

Illustrative data only. Figures are invented and are not results from any client. The summary is generated by a template directly from the numbers shown.

05 · Scope

Deliverables

  • Data-source map and KPI definitions
  • Validation and reconciliation checks
  • KPI overview
  • Executive summary generated from the displayed data
  • Scheduled delivery

This prototype is built with

  • Next.js
  • TypeScript
  • Deterministic local calculations
  • Fictional sample data

Likely production stack (proposed)

  • Google Sheets or Excel APIs
  • CRM and accounting APIs
  • Scheduled jobs
  • Email delivery

Results

No results reported. This is a working prototype, not a live deployment, so there are no real measurements to share.

Related service

Reporting Automation

Next project

Internal knowledge assistant

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