πŸ“ˆ Reporting #sales #reporting #summary

Sales Report Builder

Upload a raw sales export and generate clean operational summary CSVs (agent totals, campaign totals, daily summaries, approval rates).

πŸ“ 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).

πŸ“ˆ
Drop a CSV file here or click to browse
.csv/.txt/.tsv  Β·  Queued for larger files  Β·  Max 50MB site setting
🧭 Step 2: Column Mapping
Used for daily reporting and β€œsales days” counts.
If mapped, the tool computes Approved Sales and Approval %.
βš™οΈ 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.