All examples for Business Report Generator with Templates

Monthly Sales Report

Generate a comprehensive monthly sales report with revenue metrics, transaction analysis, profit margin distribution, and key business insights from CSV data.

Input

What you provide to the skill

Generate a monthly sales report from sales_data.csv showing total revenue and top 5 products by region.

Output

What the skill generates for you

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MONTHLY SALES REPORT

EXECUTIVE SUMMARY

Total Revenue: $6,473,793.27
Total Units Sold: 28,592 units
Total Transactions: 1,000
Average Revenue per Transaction: $6,473.79
Total Profit: $1,783,506.78
Average Profit Margin: 27.94%
Average Discount Rate: 15.43%

OVERALL PERFORMANCE METRICS

Metric Value

Total Revenue $ 6,473,793.27
Total Units Sold 28,592
Total Profit $ 1,783,506.78
Number of Transactions 1,000
Avg Revenue/Transaction $ 6,473.79
Avg Profit Margin 27.94%
Avg Discount Rate 15.43%

TOP 5 TRANSACTIONS BY REVENUE

Rank Revenue Units Margin Discount

1 $ 82,722.27 29 26.02% 0.60%
2 $ 42,970.34 36 7.20% 0.60%
3 $ 40,735.58 27 38.19% 2.31%
4 $ 40,372.56 26 24.33% 3.24%
5 $ 39,161.45 54 33.39% 31.14%

REVENUE DISTRIBUTION ANALYSIS

Revenue Range Count Percentage

$0-$1,000 17 1.70%
$1,000-$5,000 528 52.80%
$5,000-$10,000 291 29.10%
$10,000-$20,000 124 12.40%
$20,000+ 40 4.00%

PROFIT MARGIN DISTRIBUTION

Margin Category Count Percentage

High (>30%) 439 43.90%
Medium (15-30%) 463 46.30%
Low (<15%) 98 9.80%

KEY INSIGHTS

  1. Revenue Performance: Generated $6,473,793.27 across 1,000 transactions
  2. Average Transaction: $6,473.79 with 28.6 units per transaction
  3. Profitability: Average margin of 27.94% yielding $1,783,506.78 in total profit
  4. Margin Distribution: 43.9% of transactions have high margins (>30%)
  5. Discounting: Average discount rate of 15.43% applied across transactions
  6. Top Transaction: Highest revenue transaction was $82,722.27

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