If you're a sales manager, you know the drill: Monday morning rolls around, and it's time to round up sales numbers, format them, and blast out the same charts and spreadsheets as last week. It's tedious, repetitive, and—let's be honest—kind of a waste of your time.
Good news: Automating weekly sales reports in Atriumhq isn't rocket science. You just need to know which buttons to click, which options to ignore, and where the gotchas are hiding. This guide walks you through setting up hands-off reporting so you can get back to managing your team (or at least get your Monday mornings back).
Who this is for: Sales managers and ops folks who want reliable weekly sales reports, delivered automatically, without spending hours fiddling with filters or exporting CSVs. If you're not technical, don't sweat it—most of this is point-and-click.
Why automate sales reports?
Before we get into the how, let's be clear on the why:
- Stop wasting time: Manual reporting is boring and error-prone.
- Consistency: Automated reports mean the same format every week—no more “oh, I forgot to include that column.”
- Timeliness: No more “sorry, running late with the numbers.”
- Trust: Teams (and your boss) know where to find the latest info, every time.
If you've ever sent the wrong week’s data or missed a metric, you know the pain.
Step 1: Figure out what you actually need
Don’t start building until you know what matters. Here’s what to keep in mind:
- Who needs the report? Just you? Your boss? The whole sales team? The answer changes what you include and how you send it.
- What metrics matter? Pipeline, closed deals, activity numbers, by rep, by region, etc. Don't try to track everything—pick what actually drives decisions.
- How do people want it? Email, Slack, dashboard? Most folks just want a quick email with key numbers and a link to details.
Pro tip: Ask your report recipients what they actually look at. You might find half your columns are ignored.
Step 2: Set up your sales dashboard in Atriumhq
Automating reports starts with having a single place to pull the data from. In Atriumhq, that's usually a dashboard.
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Log in and head to Dashboards
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Click on "Dashboards" from the main nav.
- If you already have a sales dashboard, great—skip ahead.
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If not, click “Create Dashboard.”
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Add the right widgets
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Pick the key charts/tables you need (total sales, pipeline, deal velocity, etc).
- Don’t go overboard—5-7 widgets is usually plenty.
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Rename widgets so it’s obvious what’s what. (“Q2 Pipeline by Rep” beats “Widget #3.”)
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Check your filters
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Set timeframes (like “last 7 days” or “this quarter”) so the dashboard always shows up-to-date info.
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If your report is for a specific team or region, filter accordingly. Don’t rely on recipients to “just click the right filter”—they won’t.
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Save and share
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Save your dashboard.
- If you want others to have direct access, set permissions now.
What to skip: Don’t bother adding every possible metric “just in case.” If someone complains something’s missing, add it later.
Step 3: Use Atriumhq’s report scheduling (with caveats)
Atriumhq lets you automate dashboard reports. But it's not always obvious how, or what the limits are.
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Go to your dashboard and look for “Schedule” or “Email report”
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This is usually in the top-right, sometimes hidden under a “...” menu.
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If you don’t see it, make sure you have the right permissions.
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Set up the schedule
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Pick “Weekly,” and choose the day/time that makes sense. Monday morning works for most.
- Select the recipients. Add your team, your boss, and yourself (so you know it worked).
- Choose the format. Most folks prefer PDF for easy reading, but CSV can be handy for number-crunchers.
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Write a short subject and message. “Weekly Sales Snapshot” is clear; skip the novel.
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Test it
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Send a test email to yourself.
- Check the formatting. Are charts readable? Does the time window match what you expect? Are filters correct?
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If the attachment is huge or unreadable, tweak the dashboard—Atriumhq’s exports aren’t always pretty.
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Save the schedule
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Double-check the recipients. Nothing worse than accidentally blasting everyone in the company.
- Save, and you’re done.
Heads up: Atriumhq’s built-in scheduler isn’t super customizable. If you want fancy filtering, conditional logic, or Slack integration, you’ll need to look at Zapier or custom solutions (see below).
Step 4: Advanced automation (if you need it)
If the built-in scheduling isn’t enough, here’s what you can do. Be honest—most teams don’t need this, but if you do, here are your options:
Option A: Use Zapier or similar tools
- What it does: Lets you trigger actions in other apps when something happens in Atriumhq.
- Typical use: When a report is ready, automatically send a Slack message, log it in a Google Sheet, or trigger a workflow.
- How? Set up a Zap (or whatever your tool calls it) to pull data from Atriumhq and push it somewhere else.
- Downsides: Can be fiddly to configure, may require a paid plan, and sometimes breaks when Atriumhq updates.
Option B: Custom scripts via the Atriumhq API
- What it does: Full control over data and formatting.
- Who’s it for: If you have an ops/engineering resource and need something very specific (e.g., combining Atriumhq data with CRM data).
- How? Use the Atriumhq API to fetch sales data, then generate and send your own reports.
- Downsides: Overkill for most teams, and you’ll have to maintain it.
Honest take: Unless you have a real need (compliance, heavy customization, multi-system reporting), stick to the built-in tools. You’ll save yourself a lot of headaches.
Step 5: Review and tweak (don’t “set and forget”)
Automation isn’t magic. Things change—a new sales metric, a team re-org, or someone leaves the company. So:
- Check your reports every couple of weeks.
- Ask recipients if they’re actually reading them (or if they’re just auto-archived).
- Trim or update metrics as your team’s focus changes.
Pro tip: If no one reads a metric for a month, drop it. You can always add it back later.
What to ignore (seriously)
- Overly complex dashboards: If you need a manual to read your report, it’s too complicated.
- “Just in case” data: Don’t include every field or metric. It makes reports harder to read and easier to ignore.
- Manual steps: If you have to manually export, copy-paste, or tweak the report every week, that’s not automation—keep tweaking until you don’t touch it.
Quick troubleshooting
- Not seeing the “Schedule” option? Check your Atriumhq permissions or ask your admin.
- Reports not sending? Double-check recipient emails and spam filters.
- Wrong data in the report? Check dashboard filters and timeframes.
- Formatting looks weird? Atriumhq’s exports aren’t always perfect—tweak your dashboard layout or try a different export format.
If something’s broken and you can’t fix it, reach out to Atriumhq support. Don’t waste hours banging your head against the wall.
Keep it simple—and iterate
Don’t try to build the perfect report on day one. Start with the basics, automate what matters, and see how it goes. Cut what’s not useful, add what is, and keep things as simple as possible.
Remember: The goal isn’t a fancy report—it’s getting the right info to the right people, every week, with no hassle.
Happy automating.