Picture this
You work in the finance team at Acme Electronics Corp., a company that makes consumer gadgets. Acme doesn't sell to customers directly. Instead, it ships through a network of regional distributors who resell the products in their own markets. Each month, your job is the same three steps: total up how much each distributor sold, look up the commission rate you owe them, and produce a personalized commission statement in Word with the numbers filled in. Twelve distributors, twelve documents.
Output 1 · Commission Statements (Word documents)
One personalized Word document per distributor. Twelve in total.
Output 2 · The interactive chart
A chart for the finance director's monthly meeting.
Output 3 · The clean master Excel
One clean file for your records and the auditor.
outputs/clean_sales_data.xlsx
Manual · Every month, these files arrive
Four regional sales files, plus the master file that tells you what commission each distributor gets. Click any screenshot to enlarge.
Manual · Your monthly to-do list
This is what you do by hand. Click any item to strike it off.
- Combine the 4 sales files into one table
- Clean the data (typos, duplicates, dates)
- Look up today's FX rates and convert every sale to USD
- Merge with the distributor master (to pull commission rates)
- Calculate the commission for every sale
- Save a clean master Excel for your records
- Sum the totals per distributor and build the chart
- Type up a Word statement for each of the 12 distributors
Automated · One click, all the outputs land
You'll work inside commission_report.xlsx. Pick the period and click Run.