domains / families / business / weekly-crm-report

weekly-crm-report

separate

Cleans a weekly CRM export and produces a regional sales summary. Activates when the user asks to clean a CRM export, deduplicate sales rows, calculate regional totals, or generate a weekly sales report from a CSV.

When to use

• clean a CRM export
• deduplicate sales rows
• calculate regional totals
• generate a weekly sales report from a CSV

When not to use

• general spreadsheet questions
• analytics questions that don't involve a CRM export
• general BI tool tasks
• fetching from a live CRM API

Skill page

Source