Sales Data Analysis
Build intelligent sales analytics workflows that collect and analyze sales data, generate comprehensive reports, identify growth patterns, and forecast future performance with AI-powered insights.
Target Audiences
Prerequisites
Access to a Delaverse account
Sales data (e.g., date, product, quantity, revenue) ready for upload
Google account access for Google Sheets and Google Docs Nodes
API access to CRM/ERP systems (if used) with authentication details
Step 1: Create a New Project
Log in to Delaverse: Visit playground.delaverse.ai and sign into your Delaverse account
Select New Project: On the projects dashboard, click the New Project box
Name the Project: Enter a title, e.g., Sales Data Analysis, in the Project Name field and click Create Project
Enter the Playground: Enter a title, e.g., Sales Data Analysis, in the Project Name field and click Create Project
Step 2: Add Sales Data Input Nodes
To analyze sales, data must be retrieved from one of two sources: Google Sheets or API. Users must choose one method.
2.1. Google Sheets Node
Uploads tabular sales data directly from Google Sheets
1
From the right-hand menu, click Google Sheets Node2
Click the node and enter a title, e.g., Sales Data3
Sign in with your Google account and create a new sheet4
Enter data (e.g., date, product, quantity, revenue)5
Return to the Playground and click Update6
Click Save Changes and close with the top-left X buttonSuggested Content:
Tables with columns: date (e.g., 1404/03/01), product name, sales quantity, revenue, product category, sales region
2.2. API and Request API Nodes
Retrieve sales data from systems like CRM or ERP
Add API Node:
From the right-hand menu, click API Node
Click the node and enter a title, e.g., Sales API
Enter the base URL (e.g., https://crm.example.com/api)
Configure Authentication: No Authentication, Basic Auth, Bearer Token, or API Key
Add headers or query parameters if needed by clicking Add Header
Click Save Changes and close with the top-left X button
Add Request API Node:
From the right-hand menu, click Request API Node
Click the node and enter a title, e.g., Sales Data Request
In the Used API section, select the previous API Node
Choose the request type (e.g., GET) and enter the endpoint (e.g., /sales)
Configure tabs: Request, Headers, Parameters, Body, Response
Click Execute Request to view results
Connect the API Node's output to the Request API Node's input
Suggested Content:
Sales data like date, product, quantity, revenue, and customer details
Note: Users must choose either Google Sheets or API. Combining both creates complexity not covered in this guide.
Important: Completing these steps is straightforward with the necessary access. However, if you need to connect an API through your system and lack the expertise, consult your company’s technical team. If you don’t have a technical team or they’re unavailable, submit a ticket to us. Request workflow creation by our team, and we’ll prepare a cost invoice based on your subscription level. After payment, we’ll work with you to build the workflow to meet your needs.
Step 3: Connect Data to Analysis Nodes
This step depends on whether you need real-time data updates. Choose one of the following approaches.
3.1. Connect Google Sheets to Vector Database Node (Static Data)
Add Node: From the right-hand menu, click Vector Database Node.
Configure Node: Click the node and enter a title, e.g., Sales Database. Click Update.
Connect Node: Connect the Google Sheets Node’s output to the Vector Database Node’s input.
Verify Data: Click the Vector Database Node to ensure data is correctly aggregated.
Save Changes: Click Save Changes and close the editor with the top-left X button.
Important Note: When connecting Google Sheets to the Vector Database, updating the data in Google Sheets does not automatically update the Vector Database, as the data is stored statically. To update the data:
• Delete the file in the Vector Database associated with the Google Sheets.• Disconnect the Google Sheets and Vector Database nodes.
• Update the Google Sheets data.
• Reconnect the Google Sheets and Vector Database nodes to load the updated data.
3.2. Connect Google Sheets Directly to AI Assistant (Dynamic Data)
For real-time data updates without using the Vector Database:
Add Function Call Node:
• From the right-hand menu, click Function Call Node.
• Click the node, enter a title, and press the Parameters button.
• For non-technical users: Select the “Read from Sheets” template to auto-configure parameters.
• In the generated JSON schema, ensure the “name” parameter matches your preferred function name.
• Copy your Google Sheet’s ID from the Google Sheets Node and paste it into the section marked your_sheet_id in the JSON schema.
• For technical users: Click Build with AI, write your custom instructions in Persian, and click Build Smart Parameters.
Connect Nodes:• From the right-hand menu, click Function Call Node.
• Click the node, enter a title, and press the Parameters button.
• For non-technical users: Select the “Read from Sheets” template to auto-configure parameters.
• In the generated JSON schema, ensure the “name” parameter matches your preferred function name.
• Copy your Google Sheet’s ID from the Google Sheets Node and paste it into the section marked your_sheet_id in the JSON schema.
• For technical users: Click Build with AI, write your custom instructions in Persian, and click Build Smart Parameters.
Connect the Google Sheets Node’s output directly to the AI Assistant Node’s input, and connect the AI Assistant Node’s output to the Function Call Node’s input.
Note: The Request API Node does not connect to the Vector Database Node; connect it directly to the AI Assistant Node.
Step 4: Add the AI Assistant Node
This node analyzes sales data, generates summary reports, and forecasts performance:
Add Node: From the right-hand menu, click AI Assistant Node
Configure Node: Click the node and enter a title, e.g., Sales Analyzer
Select AI Model: Select AI Model:
Instructions:Choose the Sales Data Analysis template or edit the instruction (see below)
Connect Nodes: If using Google Sheets with static data, connect Vector Database to AI Assistant. If using Google Sheets with dynamic data, connect Google Sheets directly to AI Assistant via the Function Call Node. If using API, connect Request API directly to AI Assistant.
Save Changes: Click Save Changes and close the editor with the top-left X button
Sales Data Analysis Instruction Template
You are an AI assistant for sales data analysis.
Your goal is to periodically analyze sales data, generate summary reports, identify reasons for sales decline/growth, and forecast future performance.
- Retrieve sales data from the Google Sheet with the following ID: {your_sheet_id} in the vector database.
- Perform the following analyses based on best practices in data analytics and marketing:
- Summary Report: Total sales, average daily sales, best-selling products, top-performing regions.
- Growth/Decline Factors: Identify patterns (e.g., decreased sales in a specific region or increased sales of a specific product).
- Forecasting: Predict future sales based on historical trends (e.g., a 10% increase next month).
Critical Function Call Requirement:
After providing your full analysis, you must immediately call the {your_function_name} function, passing your complete analysis text as the content parameter.
- Do not call the function with empty parameters like {}.
- Mandatory Steps:
1. First, present your complete sales analysis in Persian, with professional formatting and tone.
2. Then, immediately call the {your_function_name} function using the same full markdown-formatted analysis as the content parameter.
- The content parameter must include the full formatted analysis, not a summary or empty content.
- Call the function with the following values:
{
"doc_id": "your_doc_id",
"content": content
}
Reminder: Calling the function with your complete report is mandatory.
Important: Ensure the full analysis result is sent to Telegram.
Step 5: Store Analyses in Google Sheets or Google Docs
5.1. Google Sheets Node (Optional)
To store analyses in a table:
Add Google Sheets Node:
From the right-hand menu, click Google Sheets NodeClick the node and enter a title, e.g., Sales AnalysisSign in with your Google account and create a new sheetClick Update
Add Function Call Node:
From the right-hand menu, click Function Call NodeEnter a title, press the Parameters buttonFor non-technical users: select "Write to Google Sheets" templateEnsure "name" parameter matches function nameCopy your Google Sheet’s ID from the *Google Sheets Node* and paste it into the section marked your_sheet_id in the JSON schemaFor technical users: click "Build with AI", write instructions in Persian, click "Build Smart Parameters"
Connect Nodes: Connect the AI Assistant Node's output to the inputs of the Function Call Node and Google Sheets Node.
5.2. Google Docs Node (Optional)
To store analyses as a text report:
Add Google Docs Node:
From the right-hand menu, click Google Docs NodeClick the node and enter a title, e.g., Sales ReportSign in with your Google account and create new documentClick Update
Add Function Call Node:
From the right-hand menu, click Function Call NodeEnter a title, click the Parameters buttonFor non-technical users: select "Write to Google Docs" templateEnsure "name" parameter matches function nameCopy the Google Doc’s ID from the *Google Docs Node* and paste it into the section marked google_doc_id in the JSON schema.For technical users: click "Build with AI", write instructions in Persian, click "Build Smart Parameters"
Connect Nodes: Connect the AI Assistant Node's output to the inputs of the Function Call Node and Google Sheets Node.
Step 6: Connect to the Frame Chat Node
This step enables delivering AI Assistant responses via an interactive chat frame on your website or app, with testing capabilities:
Basic Configuration
Add Frame Chat Node from right-hand menuEnter title, e.g., Feedback FrameSet company name (e.g., Delaverse)
Domain & Style Configuration
Click Domain tab and enter domainClick Style tab and choose styleReturn to Company Name tab and save
Implementation & Testing
• Connect AI Assistant to Frame Chat• Go to Code tab and copy HTML code• Use Test Frame to preview responses
Testing and Verification
• After connecting to the AI Assistant, a Test Frame option appears• Enter sample queries to review responses• Ensure responses are accurate, professional, and aligned with input data• Click Save Changes to persist all settings
Step 7: Connect to the Telegram Node (Optional)
To deliver analyses via Telegram:
Create a Telegram Bot:
In Telegram, go to @BotFather, send /start, then /newbot
Choose a name, e.g., @SalesBot, and copy the bot token
Configure Telegram Node:
Add Node: From the right-hand menu, click Telegram Node
Enter the bot token and click Test Connection
Configure Advanced Settings (Welcome Message, Access, Limits)
Advanced Settings & Final Steps
• Welcome Message: Set a greeting for users• Group Access: Enable if needed for team collaboration• Access Restriction: Select All for public access• Message Limit: Set to, e.g., 10 messages per minute• Click Register and Continue to confirm connectivity• Connect the AI Assistant Node's output to the Telegram Node's input• Test the bot by messaging it (e.g., /start) to verify functionality
Step 8: Add the Trigger Node
To automate the initiation of your workflow with precise timing:
Add Node:
• From the right-hand menu, click Trigger Node and drag it onto the canvas in the Delaverse Playground.
Configure Node:
• Click the node and enter a title.• Timing Settings: In the “Timing Settings” section, choose the scheduling type from the dropdown: - Interval: Select a value and unit (e.g., 1 day) for regular execution, and set the timezone (e.g., Asia/Tehran).- Cron Expression: Enter a Cron pattern, e.g., “0 8 * * *” for daily at 8 AM, following the provided example.• Message Text: Enter “مطابق دستورالعمل، عمل کن” (Act per instructions) to guide the AI Assistant Node in executing the workflow’s analysis and reporting tasks.• Maximum Executions: Leave blank for unlimited runs or enter a number (e.g., 10) to cap executions.• Trigger Status: Toggle the status button to “On” to activate the trigger.• Status Info: After setup, review execution history (e.g., runs completed) and click “Update Schedule” if timing changes are needed.
Connect Nodes:
• Connect the Trigger Node’s output to the AI Assistant Node’s input to initiate the workflow.
Test the Trigger
• Configure timing and message text, then click “Test Trigger” to simulate a workflow run. Verify outputs appear in Telegram, Google Sheets, or Google Docs, depending on your setup.
Save Changes:
• Click “Save Changes” to apply all configurations, then close the editor with the top-left “X” button to return to the Playground.
Why It’s Needed
• The Trigger Node automates the start of non-API workflows, working with the AI Assistant Node to initiate the workflow.
Key Tips for Success
Choose either Google Sheets or API to reduce complexity
Use real data like sales dates, products, and revenue
Keep all settings and outputs in Persian
Verify analyses and reports in Telegram, Google Sheets, or Google Docs
Click Save Changes after every modification
Final Output
Sales data is collected from Google Sheets or API
Summary analyses, growth/decline reasons, and forecasts are generated
Outputs are delivered in Google Sheets (tables), Google Docs (text reports), or Telegram (text responses)
Comprehensive sales intelligence system with forecasting capabilities
General Note on Workflow Customization
This workflow, like all workflows in Delaverse’s knowledge base, is designed as a sample for educational purposes. Users can extensively customize nodes, settings, and input files to meet personal or organizational needs. For assistance, consult our 24/7 support chatbot or submit a ticket for guidance. If you’re unable to build or modify the workflow yourself, request professional workflow creation via a ticket; we’ll provide a cost invoice based on your subscription level, and after payment, we’ll collaborate to build it. For new node development (e.g., a custom node not yet available), submit a ticket with your requirements, noting that such requests may incur higher costs due to development efforts. Our team is here to ensure your automation success! 😊
This workflow, like all workflows in Delaverse’s knowledge base, is designed as a sample for educational purposes. Users can extensively customize nodes, settings, and input files to meet personal or organizational needs. For assistance, consult our 24/7 support chatbot or submit a ticket for guidance. If you’re unable to build or modify the workflow yourself, request professional workflow creation via a ticket; we’ll provide a cost invoice based on your subscription level, and after payment, we’ll collaborate to build it. For new node development (e.g., a custom node not yet available), submit a ticket with your requirements, noting that such requests may incur higher costs due to development efforts. Our team is here to ensure your automation success! 😊
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