key-product-performance

What problem does it solve?

Automates the generation of weekly key product performance reports by updating a templated Excel workbook with metrics from multiple data sources, preserving formatting and ensuring consistency across periods.

Core Features & Use Cases

• Copy the latest template Excel file while preserving all formatting
• Update metrics for regular products from performance data sources
• Handle non-standard driver series by extracting benchmarks from the audit PDF
• Special handling for 汇利现金宝1号 by using cumulative annualized returns for all periods and zero drawdowns
• Save the updated report with a date-stamped filename for easy archiving

Quick Start

Run the automated generator with the target date to produce the department key product performance report.