Monday numbers, in before you are

Collects each region's sales every Monday, adds them to the tracker, checks them against the last four weeks, and sums them up for leadership.

The operation

Live example

Click a step to see how it works.

Every Monday at 8am, email our four regional leads for last week's sales. Add their numbers to our Sales tracker Google Sheet and check the totals add up. If any region is more than 20% off its four-week average, ask Jordan in Sales ops on Slack to take a look first. Then post a short summary in #leadership.

Here's the plan:

Collect Regional Sales: every Monday at 8am, emails the North, South, East and West leads for last week's sales.
Update Sheet & Analyze Variance: adds the numbers to the Sales tracker, checks the totals, and compares each region to its last four weeks.
Sales Ops Review: if a region is more than 20% off, asks Jordan on Slack to take a look before going on.
Post Leadership Summary: posts the week's total and anything notable in #leadership.

It's built. Tell me what to change. For example: "Send the summary at 9am instead."

Every Monday at 8am

Fires every Monday at 8:00 AM to kick off the weekly regional sales data collection.

Timer

Collect Regional Sales

Reach out to the regional sales leads (North, South, East, West) to collect last week's sales figures.

Update Sheet & Analyze Variance

Add sales numbers to the Sales tracker Google Sheet, verify totals, and calculate variance against 4-week averages.

All regional sales are within 20% of their 4-week average

← Update Sheet & Analyze Variance

Post Leadership Summary

Post a weekly sales performance summary to the #leadership Slack channel.

At least one region's sales deviate by more than 20% from its 4-week average

← Update Sheet & Analyze Variance

Sales Ops Review

Request review from Jordan in Sales Ops on Slack when regional sales deviate significantly from historical averages.

Step by step

Every Monday someone collects each region's sales, adds them to the tracker and writes up the week for leadership. This operation does it before anyone's in, and asks Sales ops to look at anything unusual first.

1Every Monday at 8am, Malleable emails the North, South, East and West leads for last week's sales
2It adds their numbers to the Sales tracker and checks the totals
3It compares each region to its last four weeks
4If a region is more than 20% off, it asks Jordan in Sales ops to take a look first
5It posts the week's summary in #leadership

What the team gets

No Monday-morning chasing
Anything unusual gets a second look first
Leadership gets one clear summary

Apps it uses

Google
Slack

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