Sales Overview Email
Fetches today’s orders, groups them by sales channel, calculates totals, and sends a formatted daily email report automatically for management and business insights.
Overview
The RIS-SM-2178 – Sales Overview Email macro collects today’s open and processed orders, aggregates them by sales channel, calculates total orders and revenue, generates a formatted HTML report, and sends it via email to designated recipients.
Automates daily sales reporting, providing management with instant channel-wise insights.
Purpose
This macro:
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Fetches today’s open and processed orders
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Groups orders by sales channel
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Calculates total orders and revenue per channel
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Generates a professional HTML email report
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Sends the report automatically to recipients
👉 In short:
Provides an automated daily sales summary with channel-wise performance.
When It Runs
Typically used:
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Scheduled (daily) or manual execution
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End-of-day reporting
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Daily automation (cron job)
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Before business review meetings
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During financial tracking
Parameters
SMTP server name
Sender email address
SMTP password
SMTP port
Enable/disable SSL
Recipient email address
Recipient name
Note: These parameters are required to configure and send the email report.
Simple Explanation
The macro collects today’s orders, groups them by sales channel, calculates total orders and revenue, generates an HTML report, and sends it via email automatically.
Step-by-Step Process
Initialize Date Range
Set today’s start and end times to filter orders accurately.
Fetch Open Orders
Use Api.Orders.GetOpenOrders to retrieve all open orders for the day.
Fetch Processed Orders
Use Api.ProcessedOrders.SearchProcessedOrders and GetOrderInfo to retrieve detailed processed orders.
Combine Orders
Merge open and processed orders into a single dataset.
Group by Sales Channel
Aggregate orders by Source (Shopify, Amazon, eBay, etc.) for reporting.
Calculate Metrics
Compute total orders and revenue per channel, as well as grand totals.
Generate Email Body
Build HTML report with logo, date, table, and totals.
Send Email
Use ProxyFactory.SendEmail to deliver the report to the recipients.
Logging & Error Handling
Track execution steps and handle any failures or errors gracefully.
Final Result
A professional daily email report with channel-wise sales summary:
Usefulness
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Business Insights – Daily visibility of sales performance
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Channel Performance – Compare different platforms easily
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Automation – Eliminates manual reporting
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Decision Support – Supports daily business analysis
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Professional Output – Clean HTML report for management
Example Scenario
Key Insight
Converts raw order data into structured daily reports, enabling quick decision-making, improving visibility across sales channels, and eliminating manual reporting effort.
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