Automated Customer Spend Reporting Pipeline

Organization

CargoSprint

Role

Senior Data Analyst

Function

Analytics, Customer Success

Timeline

2022 – Present

Replaced a week of manual per-customer reporting with a scheduled Python pipeline generating 40+ recurring spend reports and a self-serve onboarding UI — 90% efficiency gain.

← All Work

90%

Efficiency gain — one full week of manual work per cycle replaced by automation

Project image — placeholder

CargoSprint customers regularly requested detailed spend breakdowns — invoice-level data, year-over-year comparisons, facility performance, and transportation mode splits. Each report was built manually in Excel, one customer at a time. At scale, this took approximately one week of analyst time per reporting cycle.

The problem wasn't capability — the reporting structure was well-defined. The problem was that the same logic was being re-executed by hand, over and over, for each customer on each cadence. The fix was to stop doing that.

Pipeline architecture — placeholder
  • Built a Python pipeline that generates 40+ unique recurring customer spend reports automatically on a scheduled basis
  • Report content: invoice-level detail, YTD and rolling-13 comparisons, peak volume periods, facility-level breakdowns, transportation mode splits, and fee category analysis
  • Delivery format: Excel workbooks — matching what customers in a blue-collar freight industry actually use and prefer
  • Built a Python UI for onboarding new customers — adding a customer triggers automatic report generation on their chosen cadence (weekly, bi-weekly, or monthly)
  • No analyst action required per cycle after setup — the system scales as customers enroll

40+ Reports

Unique recurring automated reports — previously built manually each cycle

The pipeline replaced approximately one week of manual work per reporting cycle with fully automated generation — a 90% efficiency gain. New customers self-enroll via the onboarding UI with no analyst intervention per cycle.

The reporting program expanded over time as more customers enrolled without adding work to the analyst's plate. The system scales; the manual process did not.

Python SQL MySQL Excel Automation Scheduling Data Pipelines UI / Onboarding