Ok. I recently purchased a business that had good sales records, but it’s all in spreadsheets with somewhat inconsistent product names (name may be longer or short as in “Product 1” vs “Product 1 by Manufacturer”).
I want to clean the data up somewhat automagically as it’s already posted in Coda by month within sections grouped by QTR1, 2, 3, 4.
Then, I now have daily emails coming from all sources which I’ve setup the “GMAIL” pack to now sort and pull data for daily sales totals–but i want to track item sales as well as has been done with the previous data set (which is all fixed data btw). This way I can more adequately asses sales and marketing data for my new biz to forecast next year. I would also like for this daily itemized sales data to deduct inventory from my own record under appropriate channel of sales (ie., “store name”, internet wholesale, internet retail, promo/marketing).
PLEASE HELP! I’m so lost. I’ve seen so many methods to aggregate and sort and group that my brain has turned to mush.