Playbook Example
Monthly Sales Report
An example involving a sales report that is sent monthly, requiring some instructions on where to download the data, how to tweak it in Excel, and then how to compile it into an email.
The playbook creator dropped a few details out of order, and yet the playbook was neatly organized with ordered steps and then additional details under "notes".
Input:
This example playbook was created from this verbal description of the process:
Output:
The resulting playbook for this example is below.
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Monthly Sales Report
This playbook describes the steps to create and send a monthly sales recap email to the executive team using sales data from the company dashboard.
Step 1: Log In
Navigate to the sales dashboard website and log in with your credentials. If you do not have credentials, contact IT for assistance.
Step 2: Access Reports
Once logged in, go to the reports page, which is found under a dropdown menu in the top right of the dashboard.
Step 3: Select Date Range
Choose the correct date range for the report, which should include the first and last day of the previous month, to avoid incomplete data.
Step 4: Download Data
Download the report data in a CSV file format by clicking the download button.
Step 5: Create Pivot Table
Open the CSV file in Excel and create a pivot table to display the revenue breakdown by day, with one column for the date and another for revenue.
Step 6: Copy to Email
Copy the pivot table into an email, ensuring the formatting remains intact to maintain a professional appearance.
Step 7: Send Email
Address the email to the executive team at '[email protected]' and send it on the first business day of the month.
General Notes
Timing
Prepare and send the email on the first business day of the following month to ensure prompt delivery of the report.
IT Support
If logging in or other technical issues arise, contact IT support promptly to resolve the issues.
Date Selection
Be careful when selecting the date range for the report to avoid choosing the current month's dates and causing incomplete data.
Playbook Example
The above example lets you see the editing, change tracking, and sanity checking functionality, while a regular shared playbook would be restricted to read-only. To get rid of this example's commentary, you can also just view this playbook.
This is just one example of the many types of documentation that can be written by PlaybookWriter. Here are a few other relevant (or maybe not relevant) examples:
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