A monthly sales report from Excel, written and formatted
Every month you pull the sales export, build the same tables, paste charts into Word and write the summary. This to-do hands that whole routine to your todo.is agent: it reads the Excel file, compares against last month and last year, writes the commentary and delivers a Word or PowerPoint report, ready to send.
The prompt
- Create a sales report from the attached Excel file [FILE NAME] for [PERIOD]. Include: total revenue, units, orders and average deal size versus the previous period and the same period last year; revenue against target ([TARGET]); trend by week; top 10 products; results by [BREAKDOWN]; and the biggest wins and drops with likely reasons from the data. Write a 5-line executive summary at the top in plain words, then the details with charts. Note any data problems you find. Deliver it as [FORMAT] in our company style ([COMPANY NAME]), and also give me the summary as an email I can paste.
What to change
- [FILE NAME]: Attach the sales export, e.g. "sales_q3.xlsx". Add last year's file too if it is separate.
- [PERIOD]: e.g. "September 2026" or "Q3 2026".
- [TARGET]: e.g. "250,000" or "see the Targets sheet". Write "no target" if none.
- [BREAKDOWN]: e.g. "sales rep and region" or "channel".
- [FORMAT]: "a Word report", "a 6-slide PowerPoint" or "a PDF".
- [COMPANY NAME]: Your company, used on the cover, e.g. "Lindqvist Tools".
Example result
- Q3 2026 Sales Report · Lindqvist Tools (example)
- Executive summary
- • Revenue 262,400, 104% of the 252,000 target, up 6% on Q2 and 11% on Q3 last year
- • Growth came from the professional drills range (+24%) and the new Nordic region
- • Average deal size rose to 1,840 (from 1,690) as more orders came from trade customers
- • Hand tools fell 9%, mainly one discontinued product line
- • September was the strongest month, with 38% of the quarter's revenue
- Key numbers
- • Revenue: 262,400 (Q2: 247,500 · Q3 last year: 236,300)
- • Orders: 143 · Units: 9,880
- • Average deal size: 1,840
- By sales rep
- • E. Holm: 81,200 (112% of personal target)
- • R. Duarte: 74,900 (101%)
- • K. Aalto: 58,300 (93%), two large orders slipped into October
- • New accounts team: 48,000
- Top products
- • 1. PD-18 Pro Drill: 41,600
- • 2. Impact Driver Kit: 30,050
- • 3. Laser Level L2: 19,880
- Wins and drops
- • Win: Nordic region, 28,400 in its first full quarter
- • Drop: hand tools after the C-series was discontinued. No replacement listed yet
- Data notes
- • 6 orders had no region, shown as "Unassigned"
- • 2 credit notes reduce September revenue by 3,100
- Email summary (to paste)
- Hi all, Q3 closed at 262.4k, 104% of target and up 11% year on year. Drills and the Nordic region drove growth, hand tools dipped after the C-series ended. Full report attached.
- All figures are illustrative.
How to do it with todo.is
- Attach the sales export, copy the prompt and set the period, target and format.
- Send it on the Today screen in todo.is, or email it to your agent with the file attached.
- Your agent analyzes the data, writes the summary and builds the report with charts.
- Ask for edits like "add a slide on returns", then make it monthly so it is ready on the 2nd of each month.
Tips for a better result
- Keep the export format the same each month so the report compares like with like.
- Ask for reasons, not just numbers. "Which customers drove the drop?" is what your boss will ask.
- Include the target. Results without a target or comparison don't say much.
- Tell your agent "remember our report layout" so every month looks the same.
sales report from Excel: FAQ
- What should a monthly sales report include? Total sales against target and last period, trends, top products or customers, results by rep or region, and a short explanation of what changed and why.
- Can it read exports from my CRM or POS? Yes, if they export to Excel or CSV. Attach the file and say what the columns mean if the names are unclear.
- Can it make the report every month automatically? Yes, as a recurring to-do. Email the new export to your agent, or keep it in Google Drive if connected, and it builds the report on schedule.
- Can it send the report to my team? It can email the report to you, or draft the email. It asks for your OK before sending to anyone else.
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