The Sales Reporting Assistant automates the collection and reporting of sales data, delivering accurate weekly performance insights to your team. It consolidates data from multiple sources, generates clear reports on schedule, and ensures stakeholders always have the information they need to make confident, data-driven decisions.

Skills: Sales data aggregation from CRM systems (e.g., Salesforce, HubSpot), spreadsheets, and analytics platforms Automated reporting pipeline setup to reduce manual input and ensure timely updates Proficiency with reporting tools (e.g., Google Sheets, Excel, Looker Studio, Tableau, Power BI) Weekly report formatting with charts, tables, and clear visualizations Data validation and error detection for high reporting accuracy Knowledge of sales KPIs such as win rate, pipeline coverage, close ratio, deal velocity Stakeholder communication alignment for consistent distribution and insights delivery Time-based automation (scheduled reports, recurring distribution workflows)

Agents | Sales Agents