Automated Sales Reporting

Are you looking for an automated sales reporting solution to remove reporting errors? Do your employees still manually run and distribute sales reports to team members and other important stakeholders? Or are you or your colleagues expected to create and distribute ad-hoc sales reports when certain business rules are approaching or broken e.g. slow product line sales or monthly sales figures are below target?

Codeless Platforms' Automated Sales Reporting solution enables organisations of any size to quickly and cost effectively automate the creation and distribution of scheduled or event based sales reports.

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Automated Sales Reporting Scenarios and Benefits

Common automated sales reports and documents include:

  • Monthly/weekly/daily sales performance by sales representative
  • Monthly/weekly/daily sales by product line, region or other criteria
  • Event based reports e.g. sales below targets or large orders placed
  • Monthly/weekly daily reports on discounts provided
  • Monthly/weekly daily sales reports by profitability
  • Inbound/email or SMS triggered sales reports

Our Automated Sales Reporting solution can automatically create and send your reports via email, FTP, attach the report to a CRM record or place the report on a network location.

The commercial advantages achieved by automating the creation and distribution of sales reports include:

  • Removal of repetitive administration and reporting errors
  • Increased visibility of sales information
  • Improved management decision making
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Automated Sales Reporting starts from


BPA Platform

Standard Product Base Server

Starts from:


Configuration day(s) required subject to requirement.

Report & Document Automation

Report & Document Automation

The Report & Document Automation capability automates the creation and distribution of internal or external reports or documents.

Drag and drop scheduler

Automate the creation and distribution of reports and documents via a drag and drop scheduler or database event tools.

Automate reporting tools

Automate popular reporting tools such as Crystal Reports, SSRS (server and local mode) and reporting engines native to a business application.

Save and send

Ensure copies of all reports and documents are saved to both a network location or sent via email, FTP or print.

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Got a question?

Send us your questions and we will provide you with the information and resources that you need.

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