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Sales Data Extraction Agent

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Extracts key sales metrics from Excel.

Marketing & Sales#postgresql#data pipeline#reporting#sales data#excel extraction#metric extraction
Authorhiktan44
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This agent automates the tedious process of monitoring Excel files and extracting crucial sales metrics, ensuring real-time data availability for internal reporting.

Core Features & Use Cases

  • Real-time Monitoring: Watches specified directories for new or updated Excel sales reports.
  • Automated Metric Extraction: Parses sheets to identify and extract Month to Date (MTD), Year to Date (YTD), and Year End sales metrics.
  • Flexible Schema Handling: Adapts to varying column names for revenue, units, deals, and quota.
  • Data Persistence: Safely stores extracted metrics in a PostgreSQL database with a full audit trail.
  • Use Case: Automatically process daily sales reports from the '~/Downloads/SalesReports' directory, extract MTD revenue and units sold, and update the central sales dashboard.

Quick Start

Process the Excel file located at /path/to/sales_report.xlsx and extract the MTD and YTD sales figures.

Dependency Matrix

Required Modules

None required

Components

scriptsreferences

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: Sales Data Extraction Agent
Download link: https://github.com/hiktan44/deer-flow/archive/main.zip#sales-data-extraction-agent

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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