Use case

Put your weekly sales report on a schedule

Build your sales dashboard in plain English, then schedule an email brief for your team. Choose the days, local time and time zone that work for you.

Book a walkthrough.

Weekly sales reportOat drink line · last week

Building

Sales by chain4 sources

Harborview MarketsPortal

1,184 units

Market St GroceryPortal

962 units

Fieldstone FoodsEmail

418 units

Every Monday, to the sales team

The same report, rebuilt by hand every Monday

Before the sales team and leadership see last week's numbers, someone has to pull every source and line the names up by hand.

Monday, before the report

Harborview MarketsSign in, export the file

Cedar ValleyCedar Valley DistributionSign in, export the file

Ridgeline DistributionSign in, export the file

Fieldstone FoodsFind the email, save the file

One store, three names

HARBORVIEW #52HRBVW MKT 52HBV-052

Matched by hand, then built again next Monday.

Too many streams

Retailer portals, distributor files and emailed reports each arrive on their own schedule, in their own format.

Names matched by hand

Each file names your stores and products its own way, so nothing adds up until someone lines them up.

The same spreadsheet every week

The spreadsheet or deck is built again from the new files each week, before anyone can read it.

How it runs on Corvera

Three steps, set up with the Corvera team.

STEP 1

Connect your sources

Give Corvera the access your team already uses for each portal, and forward the emailed reports to it.

Sources for the reportConnecting

Harborview MarketsRetailer portal · your access

Cedar ValleyCedar Valley DistributionDistributor portal · your access

Ridgeline DistributionDistributor portal · your access

Fieldstone FoodsEmailed report · forwarded

STEP 2

Map every store and product once

Corvera proposes each match, your team approves it, and every report after reads the same records.

Matched onceProposed

HARBORVIEW #52Harborview portalHBV-052Cedar Valley portal

Harborview Markets · 52

OAT DRK 1LRidgeline portalOat Drink 1 LitreFieldstone report

Oat Drink 1L

Kept for every report after this one

STEP 3

Build the dashboard and set its schedule

Describe the sales view you need, save the dashboard, then choose its schedule and the colleagues in your workspace who should receive it.

Scheduled · every Monday

Sales by chain · 4 sources

To the sales team's inbox

What your team gets

A brief based on your saved dashboard, with a link to explore the full report.

Your dashboard brief, in the inbox

The brief can include headline figures, period comparisons, changes since the previous email and an action list defined in the dashboard.

Monday sales reportScheduled

Every Monday · to the sales team

Sales by chain · 4 sources

In your inbox

Monday sales reportSending

By account, chain, distributor or rep

Choose the breakdowns your dashboard needs, using the sales data available from your connected sources.

Oat drink line · last week4 sources

AccountChainDistributorRep

Jack · Harborview Markets1,184 units

Ana · Market St Grocery962 units

Theo · Fieldstone Foods418 units

All repsSame total by chain, distributor or rep

2,564 units

One record per store and product

Each product reads as one record under the name your team uses, and a store that changes distributor keeps one record and its history.See how mapping works

Harborview Markets · 52One record

Units sold

Through RidgelineThrough Cedar Valley

Changed distributor

Names matched to it

HARBORVIEW #52Harborview portal

HRBVW MKT 52Ridgeline portal

HBV-052Cedar Valley portal

Refresh before the scheduled email

Refreshable dashboards rerun their saved queries before sending. How current the figures are depends on when each source publishes its data.See how sources connect

Your sourcesDaily or weekly

Harborview MarketsDaily

Read today

Cedar ValleyCedar Valley DistributionDaily

Read today

Ridgeline DistributionWeekly

Read Monday

Fieldstone FoodsWeekly, by email

Read Monday

Onto the store and product records the report reads

A dashboard from a question

Describe the cut you want, by channel, retailer or region. The dashboard and its email brief use the same metrics, filters and reporting periods.

Sales by region · last week

West1,120 units

Central860 units

East584 units

Questions in plain English

When the report raises a question, ask it in plain English and get the answer with its source, in Corvera or in any MCP-compatible AI tool.See the MCP server

2 chains below the week before

Fieldstone Foods

418 units-9%

Market St Grocery

962 units-3%

Sources: Fieldstone Foods emailed report, Ridgeline Distribution portal

Questions about weekly sales reporting

Where does the report's data come from?

From the sources you connect. Corvera signs in to each retailer and distributor portal with the access you give it, and emailed reports reach it through a forwarding rule. The Corvera team checks each source with you at setup.

Do we have to match store and product names every week?

No. Each name is matched once: Corvera proposes the match, your team approves it, and it is kept for every report after.

How is this different from the morning brief reps get?

The morning brief lands in each rep's inbox on a schedule: their own calls, non-buys and short shipments, with the ask already written. The weekly report summarizes the team's sales dashboard on the schedule you choose. Both read the same mapped data.

What does the scheduled report include?

It follows the dashboard your team builds, rather than a fixed template. The email can show headline figures, period comparisons, changes since the previous scheduled email, supporting breakdowns and an action list when the dashboard defines one. It links to the full dashboard and uses the same metrics and definitions. What it covers depends on your available data and the dashboard you set up.

Can we choose the schedule and recipients?

Yes. Choose the days of the week, local time and time zone, and select colleagues in your workspace. Monday is one option. You can edit, pause, resume or remove the schedule.

Will the report always contain new data?

Refreshable dashboards rerun their saved queries before the scheduled email. A source that has not published new data can still return the same figures, and a fixed reporting period stays fixed until you change it. Refresh and delivery take time, so the selected schedule is not an exact inbox arrival guarantee.

Do we need a data team to set it up?

No. The Corvera team connects your sources and builds your product and store records with you at setup. After that, your team asks for the report in plain English.

Go deeper

If your sales team starts its day in a spreadsheet, let's talk.

The AI sales agent for CPG brands