Sales Data Extraction Agent

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

110|18|Updated Mar 25, 2026
One-click install
npx skills add https://github.com/TravisLeeeeee/awesome-openclaw-personas --skill sales-data-extraction-agent-travisleeeeee
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: Sales Data Extraction Agent
Source: https://github.com/TravisLeeeeee/awesome-openclaw-personas/tree/main/personas/sales/data-extraction-agent
Command: npx skills add https://github.com/TravisLeeeeee/awesome-openclaw-personas --skill sales-data-extraction-agent-travisleeeeee

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

It eliminates manual extraction and normalization of sales metrics from messy, inconsistent Excel reports by turning incoming workbooks into structured, auditable MTD/YTD/Year End data.

Core Features & Use Cases

  • Real-time Excel monitoring: Watches designated directories for new or updated .xlsx/.xls files and waits for write completion while ignoring Excel lock files.
  • Robust metric extraction: Parses all workbook sheets, detects metric type (MTD/YTD/Year End) from sheet names, and normalizes values across varying column names and currency formats.
  • Reliable data persistence with auditability: Bulk inserts into PostgreSQL using transactions, records source file references, and supports safe update behavior via import logging.
  • Use case: Feed a reporting dashboard with up-to-date quota attainment and revenue/unit performance as soon as regional teams upload monthly spreadsheets—without spreadsheets being manually cleaned first.

Quick Start

Copy the persona directory into your OpenClaw workspace and point it at the directory where your Excel sales reports appear, then let it ingest new files automatically.

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 extract sales metrics from inconsistent Excel workbooks automatically?

To extract sales metrics from inconsistent Excel workbooks automatically, you can monitor designated directories for new files, parse sheets to detect MTD or YTD metrics, and normalize revenue and unit columns across varying schemas into structured data.

What is the best way to parse currency-formatted numeric fields from Excel sales reports into PostgreSQL?

The best way to parse currency-formatted numeric fields from Excel sales reports into PostgreSQL is to normalize currency values during sheet extraction and perform transactional bulk inserts to persist validated metrics with update-safe behavior and comprehensive audit logging.

How does real-time Excel file monitoring handle Excel lock files and write completion?

Real-time Excel file monitoring handles lock files by explicitly ignoring them, waiting instead for write completion on new or updated workbooks before parsing sheets and extracting sales performance data.

Can I calculate quota attainment and Year End metrics across varying report schemas?

Yes, you can calculate quota attainment and Year End metrics across varying report schemas by detecting metric types from sheet names and normalizing inconsistent column names and currency formats during extraction.

How do I import MTD and YTD sales data into PostgreSQL with audit logs?

You import MTD and YTD sales data into PostgreSQL using transactional bulk inserts that record source file references, ensuring update-safe behavior and producing comprehensive audit logs for the validated metrics.