โš™๏ธOperations & Admin ยท Step-by-step guide

Get your weekly business numbers report written for you, ready on Monday morning

KPIs (key performance indicators) are the handful of numbers you check every week: sales, orders, average order, returns, ad spend, new sign-ups. Instead of building the report by hand, you export last week's figures from your shop and ad accounts, give them to Claude, and it makes the same tidy report every week: a table comparing this week with last, what went up or down and the three things worth looking at.

Created byMark X. Cronin ยท John's Crazy Socks (in Newsday)
๐Ÿ“ฐ Read the original: Newsday: How Long Island businesses are using AI to save time, and why some refuse โ†—
โฑ๏ธ About 1 hour the first time, then about 10 minutes a week๐ŸŽฏ Easy๐Ÿ’ต Claude Free to try; Claude Pro USD 20/month๐Ÿ“‹ 7 steps
๐Ÿงก Claude๐Ÿข Named company
๐ŸŽฏ What you'll have at the endYou'll have the same clear weekly numbers report every Monday: this week against last, what changed and what to look at.

๐Ÿ‘€ What you'll get

Example

Here's the kind of thing you'll have at the end:

๐Ÿ“Š ReportWeekly numbers ยท Pasar Pagi Pickles, week 44

This week vs last

  • Orders: 212 (up 9%)
  • Sales: MYR 9,840 (up 6%)
  • Average order: MYR 46.40 (down 3%)
  • Returns: 7, 3.3% (up from 2.1%)
  • Ad spend: MYR 1,150; cost per sale MYR 14 (up 18%)

What changed

  • More orders, but smaller: the 2-jar bundle sold best
  • Returns nearly doubled, 5 of 7 for broken lids

Look at this week

  • Ask the supplier about the lids
  • Pause the ad set 'Lunch crowd': half the spend, 2 sales

๐Ÿงช Made-up sample to show the kind of result. Your output will vary.

๐Ÿ’ธ What will this really cost me?

Prices checked 26 Oct 2026
๐Ÿงช To try it once
Free: Claude's free plan can read a few CSV files and make one report.
๐Ÿ” To keep it running
Claude Pro: USDย 20 a month, or USDย 17 a month paid yearly, for a saved Project you reuse every week with more usage.
โš ๏ธ Watch out for
Big exports use more of your limit; download only last week and the week before. Any extra tool that collects the files for you is billed separately: check the provider's pricing page.

๐Ÿ”— Official pricing: Claude pricing

Prices change often, so check the links before you pay. Amounts exclude tax. Prices are shown in each provider's own currency.

๐Ÿงพ Which plan do I need?

๐Ÿช™ Small upgrade ยท MYR 82/mo

Claude Projects with saved files and instructions, used every week, need Claude Pro or Max.

Tick what you already pay for:

๐Ÿช™ Small = up to MYR 250 a month more ยท ๐Ÿ’Ž Big = over MYR 250 a month more ยท prices from each provider's pricing page, checked 21 Oct 2026.
โ„น๏ธ How we work this outPrices come from each provider's own pricing page (checked 21 Oct 2026; amounts exclude tax). Small upgrade = up to MYR 250 a month more than you pay now. Big upgrade = more than MYR 250 a month more. Check pricing = the provider doesn't publish a price we could confirm. The badges are worked out in MYR at USD 1 = MYR 4.08 (Bank Negara Malaysia, 19 Oct 2026). Each guide's needs come from its own "What will this really cost me?" box. Your ticks stay in this browser only (no account, nothing sent to us).
Tick all your plans on the home page โ†’

โฑ๏ธ Try it in 10 minutes

โœ… Free plan ยท nothing to connect

What you'll see: A one-screen weekly report: a comparison table with worked-out averages, what changed and three things to look at.

Copy the prompt, paste it into one of the free AI apps below and press send. The sample is made up, so swap in your own details if you like.

๐Ÿ’ฌ Your 10-minute test
Make a weekly numbers report for a small online pickle shop from these figures.

This week: orders 212, sales MYR 9,840, returns 7, ad spend MYR 1,150, sales from ads 82, new email sign-ups 41.
Last week: orders 194, sales MYR 9,280, returns 4, ad spend MYR 1,020, sales from ads 86, new email sign-ups 37.

Work out average order value, return rate and cost per sale for both weeks. Show a table (number, this week, last week, % change), then three short lines on what changed, then three things worth looking at this week. Use only these figures.

โœ… Works on: Claude Free ยท ChatGPT Free ยท Gemini app (free)

Links go to the official plan pages. Free plans have daily limits and can change, so check before you rely on them.

โžก๏ธ Like it? The full setup adds: The full setup uses your own shop and ad exports in a saved Claude Project, so the same report is ready every Monday. Go to the steps โ†“

โšก One-click install

Checked install pages (app stores, official sites and template pages): tap to get it straight away.

โฌ‡๏ธ Get Claude on iPhoneApp Storeโฌ‡๏ธ Get Claude on AndroidGoogle Play

๐Ÿงฐ Before you start

โฑ๏ธ Time neededAbout 1 hour the first time, then about 10 minutes a week
๐Ÿ’ต Rough costClaude Free to try; Claude Pro USD 20/month

๐Ÿชœ Step by step

๐Ÿฃ Beginner mode: showing the 6 essential steps only. Extra steps are hidden; tap ๐Ÿš€ Advanced at the top to see all 7.
โœ… 0 of 7 steps done ๐Ÿ“„ Printable page
  1. 1
    โ˜

    Pick your numbers

    Write down the 6-10 numbers you check every week (for example orders, sales, average order value, returns, ad spend, cost per sale, new email sign-ups, best-selling products) and where each one comes from.

  2. 2
    โ˜

    Download last week's figures

    From your shop, ad accounts and email tool, export last week and the week before as CSV files (spreadsheet files). Most have an Export or Download button on the reports page.

  3. 3
    โ˜

    Make a Claude Project

    In Claude, create a Project called 'Weekly numbers'. Paste the 'Report rules' prompt into the Project instructions so every week's report looks the same.

  4. 4
    โ˜

    Run the first report

    Upload the files into a new chat in the Project and type 'This week's report'. Claude builds the table, the changes and the three things to look at.

  5. 5
    โ˜

    Check every number once

    For the first month, compare each figure in the report with your shop's own dashboard. If something doesn't match, tell Claude which file or column it should use.

  6. 6
    โ˜

    Make it a Friday habit

    Every Friday afternoon, download the files and run the report, so it's waiting on Monday. It takes about 10 minutes.

  7. 7
    โ˜

    Optional: connect your data

    Once the numbers match for a few weeks, check whether your shop or spreadsheet has a Claude connector, so Claude can read the figures directly instead of you uploading files.

    โž• Extra step: hidden in ๐Ÿฃ Beginner mode

๐Ÿ’ฌ Copy-paste prompts

Tap Copy prompt, paste it into your AI (Grok, ChatGPT, Claude or Gemini), then replace the [yellow bits] with your own details.

๐Ÿ’ฌ Report rules
You make the weekly numbers report for [business name], a [what you sell and where].
Each week I upload this week's and last week's exports. Calculate: [your list, e.g. orders, sales, average order value, returns and return rate, ad spend, cost per sale, new email sign-ups, top 5 products].
Show:
1. A table: number, this week, last week, change in % (up/down arrow).
2. Three short lines: what went well, what got worse, anything odd in the data.
3. Three things worth looking at this week, each linked to a number above.
Use only figures from the files. If a number can't be calculated, say which file or column is missing. Currency: [MYR / USD / ...]. No forecasts unless I ask.
๐Ÿ’ฌ Explain a change
In this week's report, [number] went from [x] to [y]. Using only the uploaded files, break it down: which products, days or ad campaigns account for most of the change? Give me the top 3 reasons with the figures, and say clearly if the files can't explain it.

โš ๏ธ Tips & common mistakes

๐ŸŒŸ Why it's worth it

๐Ÿ’ก Why it mattersOwners who build reports by hand often skip them on busy weeks, which is exactly when the numbers matter. A report that's always ready on Monday means decisions on ad spend, stock and staffing are made from facts, and changes (returns creeping up, an ad that stopped working) get spotted a week earlier.
๐Ÿท๏ธ Real exampleMark X. Cronin, co-founder of John's Crazy Socks (a New York online sock shop he runs with his son John), told Newsday on 20 Oct 2026 that he used to build the company's weekly KPI reports himself. 'Now, Claude runs those, the weekly reports, so when I come in Monday morning they're done.' The article doesn't say which systems feed it, so the steps here are a do-it-yourself version.
๐Ÿ”Œ Connects to:Your online shop exports (CSV)Ad account exportsEmail sign-up numbersOptional: Claude connectors
๐Ÿข Proof level: Named companyA real, named business written up by the press or on its own website. You can look the business up yourself.
๐Ÿ“ฐ Found via News ยท Newsday: Newsday: How Long Island businesses are using AI to save time, and why some refuse โ†—

๐Ÿ”— Helpful links

๐Ÿ”— Newsday article (source) โ†—๐Ÿ”— Claude Help: what are Projects? โ†—๐Ÿ”— Claude pricing โ†—

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