Monthly Sale Support
Monthly sales reports are generated and sent automatically to the manager's email, reducing data compilation time and eliminating repetitive manual work.
Compiling the monthly sales report required significant manual work
Each month, the team had to manually gather sales figures, format the report, and email it to the manager. This repetitive task consumed many work hours and was prone to errors from manual handling.
Reports are generated and delivered automatically on schedule
The monthly sales report is generated and sent automatically to the manager's email, reducing data compilation time and eliminating repetitive manual work.
Integrations
Technical Details
Impact
Step by Step
How It Works
Runs automatically on the last Friday of every month
A recurrence trigger fires at a set time on the last Friday of each month β no one needs to remember to run it. The report is always generated and delivered before the weekend.
Fetch current month's sales records from SharePoint
The flow automatically filters the SharePoint list for all entries from the 1st of the current month onwards β no date input required.
Log monthly totals into a cumulative Excel tracker
Aggregated units sold and total revenue are written as a new row into salesByMonth.xlsx, building a running history month over month.
Export the Excel report as a PDF
The Excel file is read from SharePoint, copied to OneDrive, and converted to PDF β automatically, without opening any app.
Deliver the report by email instantly
The PDF is attached to an email and sent directly to the person who triggered the flow β no manual download or forwarding needed.
Why It Matters