How to set up a daily sales report in Soffi.io in one evening

How to Set Up a Daily Sales Report Without the Routine: A Detailed Guide Using Soffi.io

"The most valuable thing at the end of the day isn't time, but clarity: do we understand how we're progressing toward our goal?"
— From a conversation with the head of sales at a Moscow IT distributor

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Why You Need an Automated Mini-Report

Every sales team has two main issues:

1. 1.

   Manual data gathering. Managers spend half an hour to an hour consolidating deals, and the manager receives delayed or inaccurate data.

2. 2.

   Unclear picture of targets. By the time the numbers are recalculated, the team’s drive to "hit the target" cools off.

Soffi.io solves both problems through automatic report creation and distribution: by 6 PM, a ready file is in the chat—everyone sees the "heat map" of the day and knows where to push tomorrow. Below is a detailed guide on how to launch this process in an evening.

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Step 1. Preparing the Source Data

👉 Tip: If you track deals in a CRM, set up auto-export to the same sheet. This way managers never have to manually touch the file.

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Step 2. Making the Report Template

Open a new Google Doc and sketch the skeleton:

			📊 End of Day Summary — {{date}}

1. Revenue for the day: {{sales_today}} ₽  
2. Daily target: {{daily_target}} ₽ (achievement {{plan_percent}} %)  
3. New clients: {{new_clients}}  
4. Top managers:
   • {{top1_name}} — {{top1_sum}} ₽
   • {{top2_name}} — {{top2_sum}} ₽
   • {{top3_name}} — {{top3_sum}} ₽
		

Curly brackets are tags that Soffi.io will replace with live numbers. You can calculate formulas for sales_today and plan_percent right in the service’s settings, without external scripts.

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Step 3. Set Up the Task in Soffi.io

1. 1.

   Data source: connect that very sheet.

2. 2.

   Filtering rules:
   Day = TODAY() and Status = “Closed”.

3. 3.

   Fields for substitution: map the template tags to columns.

4. 4.

   Built-in calculations:

   • •

     sales_today = SUM(Amount)

   • •

     plan_percent = sales_today / daily_target * 100

   • •

     topX determined by the RANK function

Soffi will show a preview—so you can instantly see if mapping is correct.

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Step 4. Set a Schedule

In the Schedule block, select Every business day, 18:00. If your company works Saturdays, add the sixth day in the rule settings.

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Step 5. Send the Report to Your Corporate Chat

In the Delivery section, select your channel: Slack, Telegram, Microsoft Teams—whatever you prefer.

• •

  The "Short text + PDF" format is convenient for saving reports in a shared archive.

• •

  If your team prefers mobility, pick "Download table" button—makes it easier to open the file from a phone.

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Step 6. Final Check

1. 1.

   Run the task in "Draft" mode. Soffi will create a report just for you.

2. 2.

   Double-check the figures against your live sheet.

3. 3.

   Edit the text—sometimes you need to adjust wording to match your team’s internal slang.

4. 4.

   Switch the task to Active.

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What You Get as a Result

• •

  -1 hour routine for managers daily

• •

  Data without typos: no copy-paste errors with extra spaces

• •

  Goal always in sight: see progress and top sellers—motivation happens instantly

• •

  History in one place: reports stay in chat, you can pull up any date in a second

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Frequently Asked Questions

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Try It Yourself

Create a free demo task in Soffi.io by connecting any test sheet. By 6 PM tomorrow, you’ll see how easy it is to get the numbers—no more "send me the report" messages needed.

Soffi.io — when numbers work for you, not the other way around.