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📈 Included in Pro #sales #reporting #summary

Sales Report Builder for Operational Reporting

Turn raw sales exports into structured summaries for leadership reporting, QA, and operational visibility.

📁 Step 1: Upload Raw Sales File

Upload a raw sales export and generate operational summary CSVs for agent performance, campaign performance, and daily reporting. Designed to handle real-world files (extra spaces, inconsistent labels, and common formatting issues).

📈
Drop a CSV file here or click to browse
.csv/.txt/.tsv  ·  Queued for larger files  ·  Max 50MB site setting
🧭 Step 2: Column Mapping
Used for daily reporting and “sales days” counts.
If mapped, the tool computes Approved Sales and Approval %.
⚙️ Step 3: Reporting Rules
Used only if Approval Column is mapped. Matches are case-insensitive by default.
Outputs you’ll get

Agent Summary, Campaign Summary, Date Summary, and a Report Summary file that documents counts, mapped fields used, and data quality notes.

Tip: If your file has headers, the dropdowns will automatically show real column names after you select a file.

Tool overview

Turn raw sales exports into structured summaries for leadership reporting, QA, and operational visibility.

What you get

  • Agent-level summary outputs
  • Campaign-level summary outputs
  • Date-level summary outputs for trend reporting
  • Cleaner structures that are easier to QA and reconcile

Who this tool is for

  • Call center operations teams building weekly reporting
  • Managers validating campaign and agent performance totals
  • Analysts standardizing exports before dashboards

How it works

  1. Upload your raw sales export
  2. Select required columns and report options
  3. Run the tool to generate clean summaries
  4. Download agent, campaign, and date-level outputs

Use cases

  • Generate weekly agent totals for operations review
  • Create campaign breakdowns for performance analysis
  • Standardize exports before a dashboard build

Example output files

Output Granularity Use it for
agent_summary.csv agent totals coaching and performance
campaign_summary.csv campaign totals campaign analysis
date_summary.csv daily totals trend reporting

Security & privacy

Uploads and outputs are stored privately and served via protected download links. Outputs are retained for 30 days by default.

FAQ

Do outputs reconcile with my input totals?
The workflow is designed to produce clean summaries that are easy to audit and reconcile.
Can I use the outputs in dashboards?
Yes. The outputs are structured for reporting and downstream dashboard ingestion.
Are uploads private?
Yes. Uploads and outputs are stored privately and served via protected download links.