A revenue-by-channel dashboard refreshed on schedule
Every Monday someone rebuilds the same report by hand, and it still misses the meeting. Here it rebuilds itself in Google Sheets, on time.
Medium · 25 min · once a week
What you get
Sheet "Dashboard" · refreshed Mon 08:40 Channel Revenue, ₽ vs last week Ozon 2,410,000 +6% Wildberries 1,870,000 −3% Retail (1C) 640,000 +1% Total 4,920,000 +2% Week Jun 09–15: Wildberries returned nothing, row flagged "no data" and left out of the total
A sample on made-up data — your numbers will be your own.
Who it fits
- The same report is needed by several people at once, and each asks for their own copy.
- You want the numbers to live at a link and refresh themselves instead of arriving by email.
When it won't work
The channels and breakdowns are different every time. A schedule pays off once the format has settled.
How the agent does it
Set up the spreadsheet
Create an empty file and share the link — the agent lays out the sheets itself. Name the day and hour: the refresh must finish before anyone needs the report.
Build it once
The agent assembles the data sheet and the charts. After the first run it's best to leave the format alone: the schedule reproduces exactly that one.
Check before automating
Ask the agent to review its own work: what happens when a source goes quiet, where a blank stays blank and where a zero would be mistaken for a fact.
What you set
Connect Ozon, Wildberries and Google Sheets. From you: the day and time of the refresh, the list of channels and a link to an empty spreadsheet.
What you'll need
Starter prompt
Copy the prompt or open it straight in a chat with the agent.
Build a revenue dashboard in Google Sheets by channel [Ozon / Wildberries / others — list them] and refresh it [every Monday morning]. Overwrite the "Data" sheet in full, don't touch the charts sheet — it references "Data". Don't wipe the history of previous weeks: each week is its own row. If a source didn't respond or returned an obviously incomplete period — don't substitute a zero and don't carry the previous week over. Leave the cell empty, put the week into a "Gaps" sheet with the reason and mention it in the update message. After every run send a short summary: what was refreshed, which channels didn't come through, and the revenue change versus the previous week in one line.
Open in chatReview the dashboard and the refresh schedule. List: — weeks where the data is incomplete but looks normal on the chart; — channels where revenue comes with a marketplace delay and the first days later change retroactively; — formulas and charts that will break if the number of rows or columns on the "Data" sheet changes; — what happens when a source doesn't respond: where a blank stays and where a zero gets substituted; — who receives the summary after a refresh and what it must not show without a human. Whatever you can fix yourself, show as a "proposed changes" list; leave the rest to me.
A second prompt — the agent uses it to review its own work and show what's left for you.