Automated Flooring Weekly Sales Report
Every Monday morning, WebRun opens RFMS and pulls last week's sales data: total revenue, number of jobs sold, average job value, top products, and open estimate value. It logs the figures to a running Google Sheet and posts a clean weekly summary to your team Slack channel before anyone sits down at their desk.
How do I automatically generate a weekly flooring sales report?
Every Monday morning, WebRun pulls last week's sales figures from RFMS, including total revenue, job count, average job value, and open estimate pipeline, logs them to a Google Sheet, and posts a clean summary to your team Slack channel. Your whole team sees the weekly scorecard before the day begins.
- Your team starts every Monday with a clear sales scorecard, with no manual reporting
- Revenue trends are tracked week over week in Google Sheets automatically
- Open estimate pipeline is visible alongside closed revenue every week
Built for flooring business owners · flooring sales managers · flooring contractors · flooring operations managers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.rfms.comin a real browser with your saved login - no setup, no API keys. -
1
RFMS - pull last week's sales and pipeline figures
rfms.com
WebRun opens RFMS to pull last week's sales and pipeline figures. - Open RFMS and navigate to the sales or reporting section
- Filter for all jobs and estimates in the previous 7-day period
- Capture total revenue from closed jobs, number of jobs sold, average job value, top-selling product categories, and total open estimate pipeline value
Done when Last week's key sales metrics are compiled from RFMS.
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2
Google Sheets - log weekly figures to running report
google.com
WebRun opens Google Sheets to log weekly figures to running report. - Open the weekly sales tracking Google Sheet
- Append a new row with the week ending date, total revenue, job count, average job value, and top product categories
- Update any summary or trend charts if present
Done when Last week's figures are logged in the Google Sheet as a new row.
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3
Slack - post weekly sales summary to team channel
slack.com
WebRun opens Slack to post weekly sales summary to team channel. - Post a formatted weekly sales summary to the team Slack channel
- Include total revenue, job count, average job value, top product categories, and open estimate pipeline
- Note any week-over-week change if prior week data is available in the Sheet
- Include a link to the full Google Sheet for detailed review
Done when The weekly sales summary is live in the team Slack channel every Monday morning.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does this send anything to customers, or is it internal only?
This report is entirely internal. It posts to your team Slack channel and logs data to your Google Sheet. No customer-facing communication is involved.
What metrics does the weekly report include?
The default report includes total revenue, number of jobs sold, average job value, top product categories by revenue, and total open estimate pipeline value. The metrics can be adjusted to match your reporting priorities.
Can the data go to QuickBooks or another accounting tool instead of Google Sheets?
The default destination is Google Sheets for easy viewing and trend tracking. If your team uses QuickBooks at quickbooks.intuit.com, a secondary connection can log the figures there as well.
Related templates
Put this on autopilot.
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