Sales Report

Learn how to set up your sales report workflow in just a few clicks!

Tasos Efkarpidis avatar
Written by Tasos Efkarpidis
Updated over a week ago

Benefits

Enter your sales data, blockers, and activities on a daily or weekly basis, and then generate reports right inside Slack and MS Teams. With our easy-to-use bot, it only takes a minute to create a sales report, ensuring you and your team are always in sync.

How to add this workflow

It's a simple 4-step process:

1. Add Geekbot to your workspace/team

2. Select the Sales Report templates page

3. Include your teammates from the Participants block

4. Select a broadcast channel to post reports

And don't forget to publish your settings πŸ™

That's all there is to it. Geekbot will give your team a heads-up about the new workflow, letting them know when to expect the first ping πŸ™Œ πŸ˜„

Best practices

  1. Use a dedicated broadcast channel to keep the conversation on point

  2. Enable the engagement summary to nudge your team to complete their reports

  3. Adjust the time zone setting so that everyone sees the report at an appropriate hour

  4. Check the insights tab in your Geekbot dashboard for an overview of team progress

  5. Variables ({name}, {hello}, etc.) are a really nice way to personalize your workflows, so feel free to use them in your intro and outro messages.

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