Sales Data Extraction Agent

Extract sales metrics from Excel workbooks and persist them to PostgreSQL.

Updated Apr 16, 2026
One-click install
npx skills add https://github.com/jc180105/.opencode --skill sales-data-extraction-agent-jc180105
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: Sales Data Extraction Agent
Source: https://github.com/jc180105/.opencode/tree/main/.opencode/skills/sales-data-extraction-agent
Command: npx skills add https://github.com/jc180105/.opencode --skill sales-data-extraction-agent-jc180105

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Sales teams rely on static Excel reports that lag behind live performance. This Skill provides automatic monitoring and extraction of key sales metrics from Excel files in real time, producing consistent, auditable data for internal reporting.

Core Features & Use Cases

  • Real-time Excel watch and metric extraction for MTD, YTD, Year End
  • Flexible column mapping to accommodate varying formats
  • Automatic auditing: logs, audit trails, and per-file metadata
  • Data persistence to PostgreSQL with transactional integrity

Quick Start

Ingest and monitor the designated Excel file directory to automatically extract MTD, YTD, and Year End metrics and load them into your reporting database.

Frequently Asked Questions about Sales Data Extraction Agent

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

FAQPage Schema
How do I automatically extract sales metrics from Excel workbooks into a database?

To extract sales metrics from Excel automatically, this Skill monitors designated folders, parses multiple sheets with flexible column mapping, and persists MTD and YTD data transactionally into PostgreSQL.

Can I extract MTD and YTD metrics from Excel files with varying column formats?

Yes, you can extract MTD and YTD metrics from Excel files with varying formats because the Skill uses flexible column mapping to accommodate different schemas across multiple monitored sheets.

How does the audit trail work when importing Excel sales data into PostgreSQL?

The audit trail works by logging per-record source attribution and per-file metadata for every Excel import, ensuring transactional integrity and full traceability when loading sales data into PostgreSQL.

What is the best way to monitor an Excel folder for real-time sales data extraction?

The best way to monitor an Excel folder for real-time sales data extraction is using a file watching process that automatically ingests workbooks, extracts key metrics, and loads them into a reporting database.

Does this automated Excel data extraction handle currency values and multiple sheets?

Yes, the automated Excel data extraction handles currency values and operates across multiple sheets within a workbook, mapping varying schemas to ensure accurate metric extraction for reporting.

Why do I need transactional persistence when loading sales metrics from Excel?

Transactional persistence is needed when loading sales metrics from Excel to guarantee data integrity, preventing partial imports and ensuring the reporting database accurately reflects the extracted workbook data.