Account / Bookings
Connect the two source records needed for last week's bookings and shipments recap and keep them current.
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Interactive demo· Try the search, filters, record selection, and primary action
Dashboards · Reports
Weekly sales recap
Every Monday the agent lays out last week's orders and shipments by customer and emails the recap to the CEO.
Book a demoWeekly revenue briefingCRM · ERP sources synced
Weekly sales recap
Bookings · 8 accounts
$1.29M8-account total
Shipments · 8 accounts
$1.18M8-account total
Bookings−shipments
+$116KBuild
Shipment coverage
91.0%Review before send 5
Company source KPI · Full portfolio
$1.44M+12.4% week over week
Weekly shipments
$1.31M98.2% of plan
Account performance ledger
Sep 1–7 · 8 accounts
AccountBookings vs shipmentsBookingsShipmentsFlow
Selected account flow
Peak Market · 38-store promotion confirmedBacklog added
+$131KFollow-up before send
Add the owner and next shipment or approval step to the recap.
Workflow
What this app handles
Review the current state of last week's bookings and shipments recap and complete “Send weekly recap” from the same workspace.
Weekly bookings
$1.44M is calculated from the current worklist. +12.4% week over week.
Shipments / Key movement
Review evidence and status on each item, with exceptions brought to the front.
Send weekly recap
Write the approved result back and retain who changed what and when.
Recommended connections
Recommended systems for this app
Connect the systems and data you already use in the way your workflow needs.
- Salesforce
Customer, deal, and service data
- Oracle
Operations and finance data
- Snowflake
Analytics data access
- Microsoft Excel
Import and export
- Email distribution channel
Distribute weekly summaries and track delivery
- BI dashboard
Visualize sales, targets, and forecast metrics
Related apps
Apps used with this workflow
- Dashboards · Reports
Executive scorecard
Revenue and cash balance sit on one screen, and each morning the agent adds a summary of what moved the day before.
- Dashboards · Reports
Customer profitability
Revenue less cost and returns for each customer, computed quarterly by the agent and ranked.
- Dashboards · Reports
Monthly close report
Once the month closes, the agent writes the close report with the P&L and the change from the prior month.
TAILORED IMPLEMENTATION
Bring Weekly sales recap into the way your team already works
Connect the systems and documents you already use, then tailor permissions, exception handling, and approvals to your operation.