agency-sales-data-extraction-agent

Extract MTD, YTD, and Year End sales metrics from Excel workbooks into PostgreSQL.

Updated Apr 11, 2026

Search Tags:#automation #postgresql #excel #etl #data-extraction #sales-metrics #file-monitoring

Ready to run

npx skills add https://github.com/omeraltn/ice_cream_website_testing --skill agency-sales-data-extraction-agent-omeraltn

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: agency-sales-data-extraction-agent
Source: https://github.com/omeraltn/ice_cream_website_testing/tree/main/.antigravity/agency-sales-data-extraction-agent
Command: npx skills add https://github.com/omeraltn/ice_cream_website_testing --skill agency-sales-data-extraction-agent-omeraltn

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill automates the manual, error-prone process of reading diverse Excel sales reports and extracting standardized metrics (MTD, YTD, Year End) for internal reporting and dashboards, ensuring consistent audit trails and minimal human intervention.

Core Features & Use Cases

File Monitoring & Ingestion: Watches directories for new or updated .xlsx/.xls files, waits for write completion, and ignores temporary lock files.
Flexible Metric Extraction: Parses all sheets, detects sheet metric type (MTD/YTD/Year End), and uses fuzzy column mapping for revenue, units, deals, and quota while handling currency formats.
Data Validation & Persistence: Logs every import, matches representatives by email or full name, skips unmatched rows with warnings, computes quota attainment, and performs transactional bulk inserts into PostgreSQL with source file provenance.
Use Case: Automatically process daily sales reports dropped into a shared folder, normalize metrics across varying vendor templates, and populate a reporting database with full audit logs.

Quick Start

Monitor the watch directory and extract MTD, YTD, and Year End sales metrics from sales_report.xlsx into the reporting database.

Frequently Asked Questions about agency-sales-data-extraction-agent

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I automate Excel sales data extraction into PostgreSQL?▼

Automate Excel sales data extraction by monitoring directories for .xlsx and .xls files, applying fuzzy column mapping to parse metrics, and performing transactional bulk inserts into PostgreSQL with full audit logs.

What is fuzzy column mapping for sales metrics extraction?▼

Fuzzy column mapping detects revenue, units, deals, and quota columns across varying vendor templates. It allows sales metrics extraction to handle flexible column schemas without manual intervention.

Can I extract MTD and YTD metrics from Excel sheets with different formats?▼

Yes, the extraction process detects sheet metric types like MTD, YTD, and Year End automatically. It parses all sheets, handles currency formats, and normalizes metrics across varying vendor templates.

How does file monitoring handle Excel lock files during data extraction?▼

File monitoring watches directories for new or updated Excel files, waits for write completion, and ignores temporary lock files. This ensures data extraction only processes fully saved workbooks.

What happens to sales rows that do not match a representative's email or name?▼

The extraction process matches representatives by email or full name and skips unmatched rows with warnings. It logs every import with detailed failure counts and source file provenance.