Automated Category Margin Recap Report
Every Monday, WebRun opens Artisan POS, totals last week's revenue by category (costumes, balloons, decor, and favors), matches each to its actual cost in QuickBooks, logs the true margin to Google Sheets, and pings Telegram with any category whose margin moved more than expected.
How do I track true profit margin by product category each week?
WebRun shows you real margin, not just revenue. Every Monday it totals last week's sales by category in Artisan POS, matches each to its actual cost in QuickBooks, logs the true margin to Google Sheets against a rolling 4 week average, and pings Telegram only when a category's margin moves more than expected.
- True margin by category is tracked weekly, not guessed at
- Only real margin swings trigger a Telegram alert
- Four weeks of trend data catch a slow slide before it's a crisis
Built for party supply retailers · store owners · multi location party chains
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
certek.comin a real browser with your saved login - no setup, no API keys. -
1
Artisan POS - total last week's revenue by category
certek.com
WebRun opens Artisan POS to total last week's revenue by category. - Open Artisan POS and total last week's revenue and units by category
- Break out costumes, balloons, decor, and favors separately
- Note any category with an unusual spike or drop in units
Done when Last week's revenue and units are totaled for every category.
-
2
QuickBooks - match revenue to actual cost
- Match each category's units sold to its actual cost of goods
- Calculate the true margin percentage per category
- Compare each margin to its trailing 4 week average
Done when Every category has a calculated true margin and a trend comparison.
-
3
Google Sheets - log the margin by category
google.com
WebRun opens Google Sheets to log the margin by category. - Log this week's margin by category alongside prior weeks
- Update the rolling 4 week average for each category
- Highlight any category more than 5 points off its average
Done when The margin tracker reflects this week's numbers and the trend.
-
4
Telegram - flag categories worth watching
telegram.org
WebRun opens Telegram to flag categories worth watching. - Send a short alert naming any category whose margin moved more than 5 points
- Include the current margin and the trailing average for context
- Skip the alert entirely if every category is within its normal range
Done when You've been told about any category margin worth a closer look.
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
How is this different from the sales total in Artisan POS?
It matches each category's revenue to its actual cost in QuickBooks, so you see the true margin, not just the top-line revenue Artisan POS shows on its own.
Will it always message me on Telegram?
No. It only sends a Telegram alert when a category's margin moves more than 5 points from its trailing average, so you're not pinged every week for nothing.
Can I see the trend over more than one week?
Yes. Google Sheets keeps a rolling 4 week average for every category, so you can spot a slow margin slide, not just a single bad week.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.