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Automated Weekly Sales Revenue Report

aka “Monday Morning Report”

Revenue reports built overnight, not over coffee

Every Monday, sales ops stares at Salesforce for 3 hours. This skill auto-generates your weekly revenue report — activity metrics, pipeline changes, conversion rates, and quota tracking — delivered to Slack before the team standup.

House RecipeWork5 min setup
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INGREDIENTS

💬Slack✉️Email📄Google Docs

PROMPT

Create a skill called "Monday Morning Report". Every Monday at 7am, generate a weekly revenue report from my CRM data. Include: pipeline summary by stage with week-over-week delta, activity metrics by rep (calls, emails, meetings — from auto-captured data where possible), stage-to-stage conversion rates, quota attainment per rep and team with pace indicator, top 10 deals by value with status and risk flags, deals closed this week (won and lost) with brief context, and 4-week rolling trend charts for key metrics. Format as a clean, scannable report. Deliver to [Slack channel / email distribution list]. Support per-rep views so individuals can see their own dashboard.

How It Works

The skill pulls data from your CRM, calculates key metrics, and generates a

formatted weekly report. No exports, no pivot tables, no slide formatting.

Just the numbers your team needs, delivered on time.

What You Get

  • Pipeline summary: total value by stage, week-over-week change
  • Activity metrics: calls, emails, meetings by rep (auto-captured, not self-reported)
  • Conversion rates: stage-to-stage, source-to-close, lead-to-opportunity
  • Quota attainment: per rep, per team, current pace vs. target
  • Top deals: largest open opportunities with status and risk flags
  • Wins and losses: closed this week with brief context
  • Trend charts: 4-week rolling view of key metrics

Setup Steps

  1. Connect your CRM or provide a recurring export or provide a recurring export
  2. Define which metrics to include (or use the default template)
  3. Set delivery day and time (default: Monday 7:00am)
  4. Choose delivery format (Slack, email, or Google Doc)

Tips

  • Auto-captured activity metrics are more reliable than self-reported — use them
  • Trend charts matter more than single-week numbers — always show the 4-week view
  • Customize sections by audience: VP wants quota attainment, managers want activity, reps want their own numbers
  • Archive reports for quarterly trend analysis
Tags:#reporting#analytics#sales#automation

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