Automation
Monthly dashboard
On the 1st of the month, your key metrics gathered in a PDF and Excel report.
€3 per monthOn the 1st of every month at 8 am
Data and reportsAutomation
Sales target tracking
Every week, the agent compares each sales rep's closed revenue in Salesforce with their monthly and quarterly target, projects the end of the period at the current pace and sends you a clear table of the gaps.
Use this template
€4 per month, estimatedPrice confirmed before launch
What the agent does
Every Monday at 8 am
- 1Read. Closed deals by sales rep.
- 2Compare. Against the target, and project.
- 3Send. Table of the gaps.
Sample deliverable
| Sales rep | Closed | Target | Projection |
|---|---|---|---|
| Hugo | €42k | €60k | €63k |
| Léa | €18k | €50k | €31k |
- Excel: Target tracking by sales rep
Connectors
Salesforce: read closed deals
Gmail: send the table
Already set up for you
- Periods
- Month and quarter
What you'll be asked
- What are each sales rep's targets?
Who it's for
About 4 runs a month, standard business logic and 8 actions per run (calculations, generated files, emails sent): Micro tier.
In the same category
- Automation
Weekly management report
On Mondays, one page summing up sales, cash, pipeline and website, with the gaps.
€5 per monthEvery Monday at 7 am
- Automation
Excel file analysis
Drop in a file, get its key insights in plain language with charts.
€9 per monthEvery time a file is added