Holden Sales Report
Online Report Generation Platform
HoldenBrand helps you design and deliver unique promotional products that make your brand stand out, spark engagement, and leave a lasting impact.
About Holden Group
At HoldenBrand, they are committed to crafting unique, tailored solutions for every customer. With over 35 years of experience, their team combines deep industry knowledge, creativity, and collective resources to ensure your marketing efforts drive real results.
From custom promotional products to strategic branding support, they work closely with you to deliver impactful solutions that elevate your brand and set you apart in today’s competitive marketplace.
Quick info
Industry
Merchandise, Branding, Sales
Project Type
Company Project
Service Type
Merchandise, Branding, Sales
Team Size
3 Member
Project Duration
Ongoing
Technology Stack
Python, JS, Bolt, Google APIs, N8N, GCP
About Client & Project Requirements
The project required building a workflow automation system to eliminate manual efforts in generating sales reports. Previously, the team spent significant time collecting data from sources like Zoho CRM, spreadsheets, and other sales platforms, manually compiling it, and formatting it into reports.
These reports were then shared with the sales team for analysis, which delayed decision-making and left room for human error. The goal was to automate the entire process—from data extraction and report generation to distribution—ensuring real-time access to accurate sales insights, improving efficiency, and empowering the sales team with timely, data-driven decision-making capabilities.
Challenges for client
Manual Sales Processes
Repetitive tasks consumed valuable time, reducing efficiency and diverting focus from strategic sales activities and customer engagement.
Data Silos Across Teams
Sales data was scattered across systems, making it difficult for teams to collaborate, share insights, or make informed decisions.
Limited Sales Insights
Lack of real-time analytics hindered the team’s ability to identify trends, track performance, or adjust strategies quickly.
Inefficient Reporting
Creating reports manually was time-consuming and prone to errors, delaying crucial insights needed to drive sales and revenue growth.
Key Features we integrated
Capturing Sales Data
We integrated multiple data sources, like Zoho CRM, to automatically capture and consolidate real-time sales data. This eliminated manual entry, ensured accuracy, and created a single source of truth for all sales activities, providing the foundation for deeper analytics and faster decision-making across the sales team.
Calculating Analytics-Based Metrics from Raw Data
The system processed raw sales data to generate meaningful KPIs such as conversion rates, deal velocity, revenue trends, and team performance. This transformation of unstructured data into actionable insights empowered stakeholders to understand patterns, monitor targets, and fine-tune strategies with greater precision and clarity.
Creating User-Friendly Reports from Calculated Metrics
We designed clean, intuitive reports and dashboards that presented calculated metrics in a visually engaging, easy-to-understand format. These reports were automated, customizable, and shareable, enabling the sales team to quickly access insights without technical barriers, leading to more informed actions and improved overall productivity.
Product Development Cycle
Development Methodology: Waterfall Model
We followed a straightforward Waterfall approach with clearly defined phases—requirement gathering, design, development, testing, and deployment.
User Acceptance Testing (UAT) Alongside Development
We conducted UAT in parallel with development to gather real-time feedback, ensuring alignment with client expectations and faster iterations.
Rapid Development Approach
We employed rapid development techniques to speed up delivery, reduce cycle times, and accommodate minor changes quickly during the build.
Automation Tools Used: n8n & Others
We leveraged low-code tools like n8n to build scalable, maintainable workflow automation with minimal manual coding effort.
Are you seeking the ultimate strategy for your business?
Are you ready to bring your vision to life? Reach out to our team of experts today. We offer personalized consultations to identify the most effective plan for your unique goals. With our wealth of experience, we can help propel your business to new heights. Contact us now to embark on your journey to success and prosperity