Markdown Export

Monthly Sales Report

Copy and paste this into your website, blog, code repository, or anywhere that accepts Markdown.

# 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 &#x27;executives@yourdomain.com&#x27; 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&#x27;s dates and causing incomplete data.