Weekly Sales Report
Time to complete
20 minutes
Difficulty
Intermediate
Prerequisites
CRM/Sales platform access, Email or Slack connection, Spreadsheet connection
You'll build
An assignment that generates and distributes customized sales reports every week
Why Automate This?
The Problem: Sales managers spend Monday mornings pulling data from multiple systems, building spreadsheets, calculating metrics, and formatting reports. By the time reports are distributed, the data is already hours old. Different regions get different formats. And creating personalized views for each stakeholder is simply not feasible manually.
The Solution: A Duvo assignment that automatically pulls sales data, calculates KPIs, generates formatted reports with regional filtering, and distributes them to the right stakeholders—all before anyone arrives Monday morning.
Expected Results:
Eliminate 3-4 hours of manual report building per week
Deliver reports by 7 AM Monday (before anyone asks)
Provide personalized regional views for each manager
Ensure consistent metrics and formatting
Include week-over-week comparisons automatically
What You'll Build
By the end of this tutorial, you'll have an assignment that:
Pulls sales data from your CRM for the past week
Calculates key performance metrics and comparisons
Generates formatted reports with charts and highlights
Filters data by region for each recipient
Distributes via email and posts to Slack
Archives reports in your shared drive
Before You Start
Make sure you have these ready:
Step 1: Create Your Assignment
Click "+ Create Assignment" from your dashboard
Select "Use Assignment Builder" (recommended for this tutorial)
Step 2: Describe Your Workflow
Paste this prompt into the Assignment Builder:
Click "Generate" to create the assignment SOP.
Step 3: Review Generated SOP
Review to ensure:
All metrics are correctly defined
Regional territories match your organization
Distribution list is accurate
Report format meets your needs
Step 4: Upload Report Template
Create a consistent look by uploading a template:
Go to Assignment Settings > Files
Upload your report template (Excel or Google Sheets format)
Include your company branding, chart styles, and section layouts
Step 5: Configure Connections
Click "Connections" and connect:
CRM - Salesforce, HubSpot, or your sales platform
Google Sheets or Excel - For report generation
Email - For distribution
Slack (optional) - For team notifications
Google Drive or SharePoint (optional) - For archiving
Step 6: Test Your Assignment
Run a manual test before scheduling:
Click "Run Assignment"
Review the generated report for accuracy
Verify regional filtering is correct
Check that all recipients received their reports
What to check:
Are the numbers accurate vs your CRM?
Is the regional breakdown correct?
Did the formatting look right?
Were all stakeholders included?
Step 7: Schedule Weekly Jobs
Set up the Monday morning schedule:
Go to Assignment Settings > Schedule
Select Weekly on Monday at 6:00 AM
Choose your timezone
Save settings
Your assignment will now generate and distribute reports automatically every Monday.
Expected Results
When your assignment runs successfully, you should see:
In stakeholder inboxes (by 7 AM Monday):
Formatted PDF reports with charts
Executive summary highlighting key wins and concerns
Week-over-week comparisons
Regional breakdown specific to their territory
In Slack #sales-team:
Quick highlights summary
Link to full report
Celebration of top performers
In Google Drive/SharePoint:
Archived reports with date stamps
Historical data for trend analysis
Accessible to entire sales organization
In Duvo:
Execution log with timing
Data quality alerts if applicable
Distribution confirmation
Troubleshooting
Report shows wrong numbers
Date range: Verify timezone settings match your CRM
Filters: Check that all deal stages are included
Currency: Ensure consistent currency conversion if international
Duplicates: Confirm deals aren't being counted multiple times
Regional data is incorrect
Territory mapping: Verify state/country assignments in SOP
Account assignment: Check that accounts have correct region tags in CRM
New territories: Update SOP when territories change
Report formatting issues
Template: Ensure template is properly formatted and compatible
Data types: Verify numbers are formatted as numbers, dates as dates
Chart data ranges: Check that charts reference correct cells
Emails not delivering
File size: Large reports may be blocked—consider Drive links instead
Recipients: Verify email addresses are current
Spam filters: Check corporate spam filters for attachments
Slack posts failing
Channel permissions: Ensure assignment has permission to post
Message length: Slack has character limits—keep summaries concise
Bot configuration: Verify Slack app is properly installed
Take It Further
Once your basic assignment is working, consider these enhancements:
Add forecast accuracy tracking
Create exception alerts
Add competitive intelligence
Generate rep scorecards
Personalize with Assignment Memory
Regional managers can customize their reports. Learn about Assignment Memory
West Region Manager: "Only include data for California, Oregon, and Washington territories. Highlight accounts over $50K in annual value. Send the report to my regional team at 6 AM Pacific."
East Region Manager: "Only include data for New York, New Jersey, and Pennsylvania territories. Highlight accounts over $100K in annual value. Send the report to my regional team and VP of Sales."
Related Resources
Assignment Memory - Customize reports for each stakeholder
Files - Upload report templates and formatting guides
Connections Overview - Connect your CRM and communication tools
Human-in-the-Loop - Review reports before distribution
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