Rivac LabsSales Data Extraction Agent
Sales teams that run on spreadsheets often lose hours a week to manually pulling MTD, YTD, and year-end numbers out of files that change format from rep to rep or region to region. This service automates that extraction: monitoring source spreadsheets for updates and pulling standardized sales metrics on a schedule, regardless of how inconsistently the underlying files are structured. It's for sales operations teams still manually compiling numbers from Excel who need the metrics without the manual pull every single reporting cycle. You get accurate, standardized sales metrics delivered automatically, freeing up the hours currently spent copying numbers between files.
How We’d Approach This
A clear, staged plan — not a black box
- 1
Diagnose the current spreadsheet formats and manual extraction process to map exactly what breaks or takes the longest.
- 2
Build and pilot automated extraction on one region or rep's file set, validated against a manual pull.
- 3
Review extraction accuracy with the sales ops team and adjust for edge cases in file formatting.
- 4
Roll out full automated extraction across all sources on the required reporting schedule.
What You Get
Deliverables from this engagement
- An automated extraction pipeline covering all source spreadsheets
- Standardized MTD/YTD/year-end metric outputs
- Validation results comparing automated output to manual pulls
- A documented process for handling new or changed file formats
Six Ways We Could Architect This
Different engagement, different build — pick the shape that fits
There’s more than one way to deliver on this service. Browse a few of the ways we’d structure the work, depending on your speed, budget, and integration needs.
Ready to get started?
Tell us what you’re trying to get done and we’ll help you find the highest-leverage place to start — scoped small enough to prove itself before you commit to anything bigger.
Talk to us about Sales Data Extraction Agent