Skip to content

Update weekly product revenue rows in reporting sheet

Your invoices aren't aggregated by product in reporting sheets, forcing manual lookups and late revenue visibility. Get weekly product-level revenue added or updated in your reporting sheet same day.

Update weekly product revenue rows in reporting sheet

Workflow preview:

Zap details:

Overview

If product revenue lives only in invoices and separate spreadsheets, weekly reporting becomes manual and error-prone. This workflow pulls invoice totals, then updates or creates product rows so finance staff and program managers have refreshed revenue visibility the same week.

Update weekly product revenue rows in reporting sheet