Sales Answers
Question → verified figure for selected period
In short
To answer a recurring sales question, one has to log into several systems, download tables, and recalculate metrics.
Outcome
A read-only dashboard calculates agreed metrics from a single data layer, changes the period without a new export, and shows the update time.
How the automation runs
Trigger
User opens dashboard and selects control period
Automation steps
- Reads only authorized fields from the prepared sales layer
- Applies one fixed methodology to the selected period
- Calculates revenue, buyers, average check, products, and sources
- Shows result, data freshness, and control verification
Human check
A person approves metric definitions and control verification; the dashboard does not change payments, deals, or primary data.
Outcome
A read-only dashboard calculates agreed metrics from a single data layer, changes the period without a new export, and shows the update time.
Automation diagram
The overall logic is publicUsing it
When to use it
The same sales questions are asked every week, and manual export and calculation already take more time than analysis.
How to verify
Indicators for the control period match manual export, filters do not change calculation methodology, and source and update time are visible.
Tools
Recipe details
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