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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 Brochure

Automated Sales Reporting Brochure

Discover why automating your sales reports will improve visibility and employee productivity.

Automated Sales Reporting

Connectors Price

BPA Platform

Standard Product Base Server

Starts from:


Configuration day(s) required subject to requirement.

Please note that the dependency information is intended for technical purposes and is expressly not intended to provide exhaustive guidance on licensing matters. With regard to licensing therefore, this information should be treated as advisory only and is provided purely on an “as is” basis.

The precise license restrictions applied to the use of third party products and technologies lie entirely with their respective owners and/or licensors and may be changed from time to time without notice to Orbis Software Ltd t/a Codeless Platforms. It is not within the control of Codeless Platforms exactly how its products will be used in conjunction with third party technologies.

It is therefore the responsibility of the End User to ensure that their use of Orbis Software Ltd t/a Codeless Platforms products, in conjunction with third party products and technologies, lies within the licensing restrictions applied to those third party products and technologies.

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