AI sales reports: useful prompts and scheduled runs
Create a sales report with stable definitions, verifiable totals and a recurring schedule.
Define what the report measures
“Show sales” leaves important choices open: net revenue, VAT-inclusive value, document count or collections. Define the measure and the decision it will support, such as comparing net sales by customer for a closed month.
Confirm company, branch and document series. Credit notes and returns may affect totals. A sales document also does not establish payment collection; cash-flow questions need an appropriate source and definition.
Use explicit dates and comparable periods
Use specific dates and the date field used by the ERP report. Keep period logic and filters consistent for year-on-year comparisons. Comparing an open month with a full previous-year month is not an equivalent comparison.
State the execution time in daily reports. “Today up to 18:00” excludes later entries. Set the business time zone so recurring runs have a clear definition of today.
- Same company and branch in both periods.
- Same date field and document series.
- Explicit VAT, credit-note and cancellation treatment.
- Clear distinction between a closed period and a partial day.
Ask for an output that supports action
Include a total, a breakdown explaining the change and a few observations. Use customers for account decisions or items for product decisions where those fields are available.
Connect observations to evidence. Data may reveal a change or concentration, but AI cannot know the commercial cause without more information. Label suggested explanations as hypotheses.
| Report part | Contents |
|---|---|
| Scope | Company, dates, source, execution time and filters |
| Summary | Net sales, comparison and document count |
| Breakdown | Customers or items explaining the change |
| Exceptions | Missing data or uncertain calculations |
| Verification | Individual records to inspect |
Start with a precise prompt
Adapt these instructions to your ERP's fields and series. For large periods, prefer an available aggregate report and confirm completeness. SoftOne can also use named reports prepared by your administrator.
Handle a zero comparison base explicitly. A customer without earlier sales cannot have a meaningful percentage increase from zero.
Questions to try
«For the connected company, show net sales from 2026-09-01 to 2026-09-30 against September 2025. Include totals, euro differences, valid percentages and the 10 customers contributing most to the change.»
«For the supplied period, report sales by day. State VAT, credit-note, cancellation and filter rules. Flag missing data or incomplete pages instead of presenting a final total.»
«Inspect five records contributing most to the change and give identifiers for ERP verification. Read only.»
Validate before repeating
Compare the overall total and a few records with the ERP report. Customer totals should explain the overall figure or identify excluded categories. Ensure results cover more than the first page.
Keep the instructions after validation. Recheck when document series or definitions change. Stable scope and source verification make comparisons useful.
Schedule the verified report in Advisable.AI
Scheduled tasks run read-only reports in the cloud with your browser closed. Choose available connections, instructions, local time, time zone and a daily, Monday–Friday or weekly frequency.
Each run covers today up to execution, yesterday or the last 7 days. A Monday morning summary can use the last 7 days, but that is not necessarily identical to a calendar week. Ask the report to state the actual boundaries.
Results open as private conversations in your account. Runs check current connection access and require an active subscription and available AI allowance. Scheduled tasks cannot create, change, send or delete records.
Give the report a review routine
Use a recognizable task name, run a trial and inspect its exceptions. A failed or incomplete run needs investigation; it is not evidence of zero sales.
Schedule after the entries you need are recorded. Update or pause the task when its source changes so the team knows what each result covers.
Frequently asked questions
Does an 18:00 daily report cover the whole day?
Today up to execution reflects data available at that run. Later entries were not present then. Use Yesterday for a closed-day report.
Is the report automatically sent to the team?
Task results remain private in your account and open as conversations. Scheduling a run does not automatically send it to other people.
Sources & documentation
These guides were written with AI assistance using the Advisable.AI code and the official sources below. Prompts are illustrative; available answers depend on your connection, data and permissions.