AI response
Recommended AI: ChatGPT, Claude
🗂️ That task that lived only in your head — laid out so the next person can follow it exactly.
Prep items — last week's raw sales file, [internal tool] access, the settlement template sheet
Checklist (about 35 min total)
Prep (5 min)
- Duplicate last week's settlement sheet and rename it with this week's date
- Download last week's raw sales from [internal tool]
Writing (20 min)
- Copy each channel's sales into the template fields
- ⚠ Subtract refunds/cancellations from sales — skipping this inflates the total and throws off the report
- Check the week-over-week change auto-calc cell
- ⚠ Verify the total cell range covers the new rows — added rows often don't extend the formula range
Review & share (10 min)
- Eyeball two numbers against last week's report
- Share with [owner] and add a one-line summary comment
Done criterion — Per-channel and total numbers match the source, and it's shared with [owner] with a summary comment attached.
♻️ Reuse tip — Save this sheet as a separate "template" so next week you just duplicate and swap the numbers.





