Home > ACBUY Spreadsheet: Automating Monthly and Quarterly Reporting

ACBUY Spreadsheet: Automating Monthly and Quarterly Reporting

2026-02-21

Streamline your management reviews with automated summaries for Quality Control, Shipping, and Refunds. Learn how the ACBUY spreadsheet system transforms raw data into actionable insights.

The Challenge of Manual Reporting

Manual compilation of operational data is time-consuming, prone to errors, and delays critical decision-making. Managers often spend days aggregating figures from disparate sources for monthly and quarterly reviews, diverting focus from strategic analysis.

The ACBUY Automated Reporting Solution

The ACBUY Spreadsheet

Key Automated Summaries

1. Quality Control (QC) Dashboard

Automatically calculates and displays:

  • Inspection pass/fail rates by product line and supplier.
  • Trend analysis of defect types over time.
  • Key metrics for QC efficiency and vendor performance.

2. Shipping & Logistics Summary

Provides a consolidated view of:

  • Shipment volumes, costs, and on-time delivery performance.
  • Carrier reliability and cost-efficiency analysis.
  • Customs clearance delays and logistics bottlenecks.

3. Refunds & Customer Service Analysis

Generates clear insights into:

  • Refund rates, reasons, and associated monetary values.
  • Patterns in customer returns linked to specific products or periods.
  • Impact of refunds on net revenue and customer satisfaction.

How to Set Up Automation

  1. Data Structuring:
  2. Formula Integration:SUMIFS, XLOOKUP, and QUERY
  3. Dashboard Creation:
  4. Scheduling & Triggers:

Benefits for Management Review

  • Time Savings:
  • Accuracy & Consistency:
  • Timely Decisions:
  • Visual Clarity:

Conclusion

Automating your monthly and quarterly reporting with the ACBUY Spreadsheet