Automated commonsku Weekly Margin Review Report
Every Monday, WebRun opens commonsku, pulls all orders closed in the past seven days, reads the sell price and cost for each, calculates gross margin, flags any order below your target threshold, and posts a margin review report to Slack while logging all data to a Google Sheet for trend tracking.
How do I automatically review margins on closed promotional products orders each week?
WebRun opens commonsku every Monday, reads the sell price and cost for every order closed in the past week, and calculates gross margin for each. It posts a ranked margin review report to Slack flagging below-threshold jobs, and logs all margin data to a Google Sheet so you can track profitability trends over time.
- Below-margin jobs are flagged before the next quote cycle repeats the same pricing error
- Owner and sales manager see last week's profitability every Monday morning
- Google Sheets builds a permanent margin trend log for quarterly reviews
Built for promotional products distributors · promo business owners · sales managers · finance leads
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
app.commonsku.comin a real browser with your saved login - no setup, no API keys. -
1
commonsku - pull closed orders and read sell price and cost
commonsku.com
WebRun opens commonsku to pull closed orders and read sell price and cost. - Open commonsku and filter orders to those closed or invoiced in the past seven days
- Read the sell price, supplier cost, and gross margin percentage for each order
- Flag any order where gross margin falls below your configured threshold
- Sort flagged orders by margin percentage ascending to show the lowest-margin jobs first
Done when All closed orders from the past week are listed with their gross margin and any below-threshold flags.
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2
Slack - post margin review report with flagged jobs
slack.com
WebRun opens Slack to post margin review report with flagged jobs. - Post a margin review report to your finance or owner Slack channel
- Lead with a summary of total orders, average margin, and number of flagged jobs
- List flagged below-threshold orders with order number, client, and margin percentage
Done when This week's margin review report is posted to Slack.
-
3
Google Sheets - log margin data for trend tracking
google.com
WebRun opens Google Sheets to log margin data for trend tracking. - Append each closed order as a row in the margin tracking Sheet with date, client, order value, cost, and margin
- Highlight below-threshold rows automatically using conditional formatting in the Sheet
Done when Margin data for the past week is logged in the Google Sheet for trend analysis.
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 it change any prices or order data in commonsku?
No. WebRun is read-only. It reads order and cost data, generates the report, and posts to Slack and Sheets. It never modifies a record in commonsku.
How does it calculate gross margin?
It reads the sell price and supplier cost from each order in commonsku and calculates gross margin as (sell price minus cost) divided by sell price, expressed as a percentage.
Can I set my own margin threshold?
Yes. You configure the target margin threshold when setting up the workflow, and WebRun flags any order that falls below it each week.
Related templates
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