Synthetic demo case study
A raw CSV export becomes clean paid-order data, an exception review queue, an Excel dashboard, and a repeatable workflow that can be adjusted for future exports.
Problem
Small teams often know exactly which rows to keep, which rows need review, and what the weekly report should show. The work stays slow because those rules live in copy-paste steps instead of a repeatable workflow.
Workflow
This demo is deliberately narrow: client-provided files, clear cleanup rules, and operational reporting. No private-system scraping, no account bypassing, and no claims about sales or accounting certainty.
The raw file includes issues that make weekly reporting tedious.
The workflow separates reporting data from rows that need human review.
| Step | Rule | Output impact |
|---|---|---|
| Normalize | Standardize channel names and blank discount values | Consistent reporting dimensions |
| Separate | Move duplicate, test, pending, cancelled, and refunded rows | Review queue instead of silent deletion |
| Keep | Send paid orders to the clean output | Report-ready CSV |
| Summarize | Calculate revenue fields and group by week, channel, region, product, and rep | Excel dashboard workbook |
What this proves
It is useful when a team already has exports and rules, but the process is still trapped in manual weekly steps. The first version can stay lightweight: clean files, a review queue, a dashboard, and a script the team can run again.
Good fit
Boundaries
Start with one sample
Send a small sample file and the rules you currently apply. I can scope whether it should be a one-time cleanup, a repeatable script, or a small reporting workflow.