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Sales analyzer
By Spacebring
Runs
On the 1st of every month
Category
Billing & reportingWhy hire this agent
- Start every month knowing exactly how the last one went.
- Spot trends across locations without exporting a single spreadsheet.
- Share one clear report with owners and partners.
Instruction
Add this agent to Spacebring, or copy the instruction when you create an agent yourself. Fill in anything in [brackets] and adjust it to your space.
On the 1st of every month, prepare a sales report for the previous month across all locations.
Include total revenue compared with the month before, paid, unpaid, and overdue invoices, bookings by resource type, event attendance, and Shop orders. Break revenue down by location, call out the three biggest changes, and list the companies with overdue invoices.
Email the report to [your email address] with a three-sentence summary at the top, followed by a table for each section.
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