Sales Rep Dealer Report
Every outside rep gets a monthly report on their own dealers, sent from their manager's inbox.
Problem
The sales director sent each outside rep a personal snapshot of their dealers by hand, every 6 to 8 weeks. Building one per rep took long enough that it couldn’t happen monthly. And reps don’t open spreadsheet attachments.
Approach
For each rep, the tool pulls their dealers and orders from Business Central and builds a color-coded email right in the body. It shows dealers at risk based on how long since their last order, dealers who have already lapsed, dealers who came back, new dealers, and how the rep’s active dealer count compares to the same point last year.
It sends from the sales director’s own email address, so it reads like it came from the sales director, not from a system.
Result
- Monthly instead of every 6 to 8 weeks
- Red, yellow and green in the email body, with no attachment to open
- Every rep gets the same view, with no manual personalizing
- Runs unattended on the first of the month