All workflows
Sales Workflow
Weekly Sales SummaryMo Writes Monday’s Sales Update
Mo pulls last week against the same week last year by channel, finds the top sellers, laggards and biggest movers, and writes the headline commentary your team used to assemble by hand.
- Cadence
- Mondays, 8am
- You get
- Email + Excel
- Hand off
- Tell Mo: “Set up the Weekly Sales Summary workflow”
How Mo runs Weekly Sales Summary
ScheduleMondays, 8am
ReadPull this year and last
Pulls units and revenue by channel and SKU for last week, month to date and year to date, plus the same periods last year.
Work outScore channels and SKUs
Scores each channel year over year and finds the top and bottom ten SKUs, first-time sellers and biggest movers.
EmailWrite it up and send
Writes a short headline commentary and emails the tables with an Excel of everything.
