Workflow: Daily / Weekly Report – Revenue, Conversion, Prices, Bestsellers

1. User Benefits

This workflow automatically generates a compact daily or weekly report with your most important KPIs: revenue, conversions, price changes, and bestsellers across marketplaces and your shop. You no longer need to log into multiple dashboards or exports.

• Single, consolidated view of performance across all channels
• Clear visibility into revenue, orders, and conversion development
• Highlights of top sellers and underperformers
• Overview of relevant price changes and promotion effects
• Delivered automatically by email, Slack, or dashboard

Result: Better decisions in less time – with consistent, automated reporting.

2. How the Workflow Works

2.1 Data Collection

The workflow collects data from your connected systems:

• Marketplaces (e.g. Amazon, eBay, Kaufland, OTTO)
• Shop systems (e.g. Shopify, WooCommerce)
• Optional: Analytics tools and ad platforms

Typical raw data includes:

• Orders, items sold, revenue
• Sessions / visits and conversion rate (if available)
• Current prices and price changes vs. previous period
• Product- and category-level performance

2.2 KPI Calculation

The workflow calculates your key metrics for the selected period (day / week):

• Total revenue and number of orders
• Conversion rate (per channel, if data is available)
• Average order value
• Top 10 bestsellers by revenue and units
• Underperformers / products with declining sales

Comparisons against previous periods are included (e.g. vs. yesterday, last week).

2.3 Price & Promotion View

The report also covers key pricing topics:

• Products with significant price changes
• Impact of promotions or discounts on revenue and volume
• SKUs with frequent price updates (dynamic pricing overview)

2.4 Report Generation

The workflow generates a compact, easy-to-read report, for example:

• Summary section: key KPIs and trends (↑ / ↓) vs. previous period
• Table or chart with revenue and orders per channel
• Top / flop product lists
• Short commentary generated by AI (optional): “What happened and why it matters”

2.5 Delivery & Scheduling

The report is delivered automatically:

• Daily or weekly at fixed times (e.g. 8:00 in the morning)
• Via email, Slack, Teams, or as an updated dashboard view
• Optional: export as PDF/CSV or write into Airtable / Google Sheets

Different report variants (management vs. operations) can be configured.

3. Time Savings for the User

Typical manual effort without automation:

• Logging into multiple marketplaces and shop dashboards: 10–30 minutes
• Exporting and merging data in Excel/Sheets: 20–60 minutes
• Calculating KPIs and building a simple report: 20–40 minutes

Total: easily 50–120+ minutes per report

With this workflow:

• Effort per report: 0–5 minutes (only reading and decisions)

Typical time savings:

• Daily report → 4–10 hours saved per month
• Weekly report with deeper views → 3–6 hours saved per month
• Plus indirect savings from faster, better decisions

Reporting becomes a fully automated “morning briefing” instead of a manual Excel exercise.