Sales reports that build themselves, and numbers nobody argues about

Exactly how we automated a growing business’s sales reporting with AI: the daily sales file for the sales team, the weekly sales report, the KPI scorecard with commentary and the monthly profit by channel. Every rule, check, prompt and mistake, so you can build it too.

What’s inside

1. What runs every week with nobody touching it
2. The pattern: rules, a frozen script, a prompt, checks, and a person signing off
3. How to write the rules down (the step that found a £24,000 error)
4. The daily sales file: eight steps, five of them checks
5. The weekly sales report, left as a draft for a person to send
6. The KPI scorecard with commentary, and why it never overwrites
7. 20 copy-ready prompts, the real scheduled prompts and the actual script

Who it’s for

Owner-MDs whose team spends hours pulling, checking and sending sales figures, or who argue about which number is right.

Get the guide

£79 + VAT. Instant PDF download. Based on what we built inside a real multi-channel UK business selling online and to trade, with names and figures kept private.

Want a taste first? Read the free version: how we did it, step by step.

Rather have it done for you?

Our Sales Report Setup builds it inside your business, connected to your own systems, with your team trained to run it: £595 + VAT, two weeks, fixed price. Bought the guide? We’ll take what you paid off the price if you book within 30 days.

We’re not IT people. We’ve sat in the MD’s chair and built the systems behind it, and we’ll talk to you in plain business terms. Book a free 30-minute call with us →

Claude, Microsoft Copilot and ChatGPT are trademarks of Anthropic, Microsoft and OpenAI respectively. Cooper Vance is not affiliated with them.