Weekly Sales Performance Dashboard
Get a fully automated weekly sales report delivered every Monday morning.
What is this automation?
Sales managers spend hours every Monday compiling data from HubSpot, Shopify, and spreadsheets into a performance report. This automation does it in under 2 minutes.
The Problem
Your Monday morning is spent pulling numbers from multiple tools, formatting them, and emailing a report. By the time it's done, half the morning is gone.
The Solution
Automated workflow that fires every Monday at 8am, pulls data from your connected tools, calculates KPIs and variances, and emails a formatted report to stakeholders.
Step-by-step workflow
Monday 8am Trigger
Cron job fires automatically every Monday morning.
Pull HubSpot Data
Fetch deals closed, pipeline value, and activity metrics from last week.
Pull Shopify Revenue
Fetch orders, revenue, and refunds for the week.
Calculate KPIs
Compute target vs actual, week-on-week change, and team leaderboard.
AI Narrative
OpenAI writes a brief narrative commentary on the week's performance.
Email Report
Formatted HTML email with charts sent to sales director.
Update Notion Dashboard
Archive the report in the Notion team dashboard.
Tools used
What you can expect
Related automations
Want this automation built for you?
We'll set up the entire workflow — integrated with your tools, tested, and ready to go. Typical turnaround: 2–5 business days.