Sales KPI Analytics Bot
Sales Operations / Distribution
Challenge
A regional distribution company had sales managers spending 45 minutes every Monday morning pulling KPI data from four different systems — a CRM, a financial dashboard, a Google Sheet with targets, and a third-party logistics API — and consolidating it into a shared spreadsheet before the team stand-up.
Solution
A Python Telegram bot connected to all four data sources via APIs and scheduled queries. Every Monday at 08:00 local time, each manager receives a personalized KPI card in their private Telegram chat showing their own numbers; the team channel receives an aggregated summary. Managers can trigger an on-demand report at any time with a single command.
Results
45 minutes of weekly manual preparation per manager were eliminated. The Monday stand-up now starts with everyone already briefed. Report errors — previously caused by copy-paste mistakes across four systems — dropped to zero. The bot processes data from four sources and delivers reports to seven managers in under 90 seconds.