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Automate it! - Recipes to upskill your business by Chetan Giridhar

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Automating weekly sales reports

Alex is the director of sales at Innova 8 Inc that sells laptops and business software. He has a bunch of sales managers reporting to him. He is responsible for measuring the success of his subordinates and reporting this to the VP of sales on a weekly basis. Alex's boss is majorly interested in two things: the revenue generated from business accounts and the performance of his sales managers. Alex needs to report these numbers in the weekly staff meeting. He uses PowerPoint as a tool to collate and represent the data to the VP of sales on a weekly basis.

However, Alex has a few problems. The data that he gets from his sales managers is often in an Excel sheet. Also, the data is so dynamic that it changes till the ...

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