> ## Documentation Index
> Fetch the complete documentation index at: https://docs.youniverse.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Weekly sales report

> A fresh report in Google Sheets every Friday.

<Frame>
  <img src="https://cdn.youniverse.ai/blog-hero/docs/spreadsheet.jpg" alt="Spreadsheet rising into 3D charts" />
</Frame>

**You'll use:** an [Agent](/build/agents), Google Sheets and your CRM.

<Steps>
  <Step title="Try it once in chat">*"Pull this week's closed deals from my CRM, total them by rep and put the result in a new Google Sheet with a chart."*</Step>
  <Step title="Check the result">Adjust columns or the chart until it's right.</Step>
  <Step title="Schedule it">Create an Agent with the same instructions, set to run every Friday at 4 PM.</Step>
</Steps>

<Frame>
  <img src="https://cdn.youniverse.ai/blog-hero/docs/analytics.jpg" alt="Dashboard with a rising chart" />
</Frame>

## Common questions

<AccordionGroup>
  <Accordion title="Should I test before scheduling?">
    Yes. Try it once in chat, then turn it into an Agent.
  </Accordion>

  <Accordion title="Which plan do Agents need?">
    Pro or Elite.
  </Accordion>
</AccordionGroup>


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