sales-data-extraction-agent

To extract sales metrics from Excel files automatically, point the agent at your reports folder to monitor incoming files. It applies fuzzy column mapping for revenue and units, then performs bulk inserts into PostgreSQL with audit logging.

Yes, you can monitor multiple Excel worksheets with different formats in real time. The agent applies flexible schema handling and per-sheet metric detection to capture MTD, YTD, and Year End totals from diverse templates.

To map inconsistent revenue and units columns across varied Excel templates, the agent uses fuzzy column mapping. This mechanism identifies and captures revenue, units, and totals automatically without requiring a strict, uniform template structure.

Yes, the agent supports currency normalization during Excel data extraction. It processes varied currency formats from your worksheets before persisting the normalized sales metrics into your PostgreSQL database.

To insert extracted Excel sales data into PostgreSQL with audit trails, the agent performs bulk database inserts alongside audit logging. This ensures accurate, hands-off reporting while maintaining traceability and compliance for your dashboards.

The best way to automate MTD and YTD sales reporting from incoming Excel reports is using file watching. The agent monitors your reports folder in real time, extracts metrics automatically, and feeds them directly into live reporting.