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A retail franchise

Daily sales files, turned into dashboards overnight

Daily sales arrived as CSV files that someone opened and charted each morning. Now the pipeline collects, processes and publishes them, with a portal for internal announcements alongside.

What changed

  • Daily CSV sales files are collected from FTP and processed without anyone opening them
  • Dashboards and reports are ready rather than rebuilt each morning
  • Announcements reach internal users through a dedicated portal instead of email chains
Zoho Creator

Where they started

Sales data arrived daily as CSV files. Someone opened them, processed them and rebuilt the same reports before anyone could act on the numbers. Separately, internal announcements went out as email chains with no single place to find them.

What we built

An automated data pipeline that fetches the daily CSV files from FTP, processes them, and generates interactive dashboards and reports without human involvement.

Alongside it, custom landing pages for internal announcements and updates, so communication has an address rather than living in inboxes.

SOURCE SYSTEMS BUILT AND RUN BY US WHERE IT GOES Store systems SCHEDULED FTP 1 daily CSV sales ZOHO PLATFORM Zoho Creator 2 Automated data pipeline Sales processing Interactive dashboards Announcement pages Management DASHBOARDS 3 reports Internal users PORTAL 4 announcements Used by: Operations, Store managers, Head office
Daily CSV sales files are collected from FTP on a schedule into Zoho Creator, which processes them into dashboards and reports and publishes internal announcements.

All work