P&L Report Generator

This agent generates a comprehensive Profit and Loss report from Shopify and Facebook Ad Spend data.

This template automates the process of generating a detailed P&L report, saving you time and ensuring accuracy in financial reporting. By consolidating data from multiple sources, it provides valuable insights into your business performance.

This template uses an AI assistant to generate a P&L report based on Shopify and Facebook Ad Spend data. When you trigger the report generation, the assistant:

1. Reads the Shopify orders data from a Google Sheet.

2. Reads the Facebook ad spend data from another Google Sheet.

3. Processes the Shopify data by grouping it by order date and calculating daily revenue and costs.

4. Processes the Facebook ad spend data by grouping it by date and calculating daily ad spend.

5. Combines the daily financial data from both sources based on their respective dates.

6. Calculates daily net profit for each date.

7. Summarizes overall P&L metrics across all dates.

8. Prepares a 15-day trend analysis of the financial data.

9. Identifies key profit days from the dataset.

10. Generates business insights based on the calculated data.

11. Formats the P&L report with a structured layout.

12. Outputs the report to a Google Doc or sends it as a Slack message.