Managing sales across multiple channels can quickly become a data nightmare—especially when you're dealing with scattered Excel files and manual updates. In this case study, we follow
Managing sales across multiple channels can quickly become a data nightmare—especially when you're dealing with scattered Excel files and manual updates. In this case study, we follow Tony, a small business owner selling barefoot shoes, as he turns a tedious sales reporting process into an efficient, automated workflow with EfficienAI.
II. Problem
Meet Tony, the founder of a growing barefoot shoe brand. He sells through his own website, pop-up stores, and several retail partners—both online and offline. But each channel sends him sales data in different Excel formats, at different times.
Every week, Tony had to manually combine these spreadsheets to understand total sales, track inventory, and analyze performance. It often took hours—and still left room for errors or outdated insights.
He knew there had to be a smarter way to see the full picture.
III. Solution
EfficienAI helped Tony automate the entire process.
We designed a custom solution that:
Automatically collects sales files from all partner folders
Consolidates them into one structured master sales database
Standardizes columns and formats across files
Updates a real-time dashboard showing total revenue, channel performance, and inventory movement
Sends a weekly summary report to Tony inbox—no more manual merging
IV. Benefits
10+ hours saved per month: No more late-night spreadsheet marathons
Faster insights: Tonycan now make same-day decisions with up-to-date data
Better partner tracking: He easily compares sales by partner and optimizes stock allocation
Scalable setup: As Tony adds new retailers, the system automatically adjusts without manual changes
Tony story is one many SME owners can relate to—dealing with fragmented data that slows decision-making. With the right automation, even a small business can gain big-business clarity.
EfficienAI helps you integrate and streamline your data, so you can spend less time combining spreadsheets—and more time growing your brand.
Published on
Apr 22, 2025
