Case Study 04 · Reporting infrastructure · workflow automation

Automated Reporting System — Tableau & Google Sheets Consultant

Python · Tableau · Google Apps Script · Brevo

The Problem

A retail organization spanning four districts and 24+ stores had no unified view of performance. District managers ran on disconnected spreadsheets, Tableau data required manual browser exports, and coaching compliance was tracked — when it was tracked at all — in someone's inbox. There was no single source of truth, no automation, and no alerts. Audit completion forms went unanswered, reminder emails were sent manually when someone remembered, and there was no record of which audits were outstanding versus resolved.

The Build

We built a complete reporting ecosystem in Google Sheets and Apps Script, fed by a Python pipeline that pulls live data from Tableau — replacing 100+ manual weekly downloads. District dashboards aggregate store-level data across all four regions with no manual input. A coaching audit workflow built on Google Forms and Apps Script detects missed check-ins, generates PDF digest emails via Brevo SMTP, and notifies managers automatically. Escalating reminder emails fire every 48 hours for unresolved audits. SPF, DKIM, and DMARC were configured on the domain to ensure deliverability.

The Outcomes

— 24 stores across 4 districts covered in one unified system

— 100+ manual Tableau exports eliminated per reporting cycle

— 8 role-specific compensation calculators built and deployed

— Coaching audit reminders automated end-to-end — zero manual follow-up required

— Branded sending domain with full SPF/DKIM/DMARC deliverability stack

The Stack

Google Apps Script Python Tableau Google Sheets Brevo SMTP Google Forms Google Drive GitHub Pages

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