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Running totals

Use a spreadsheet export to calculate sales by day within each month. You can also compare month to date sales with last month to date.

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Someone typed

“show daily and monthly sales from the sales transactions, with a running monthly total and status This month to date or Last month to date for the month to date comparison”

The agent read it as

Show daily and monthly sales from the Sales transactions, with a running monthly total and status This month to date or Last month to date for the month to date comparison.

What the agent built

1 step, each one an ordinary Mammoth step you can open and change.

File

Sales transactions

CSV export · 16 rows

Step

Compare month to date sales

Step 1

Result

Daily sales comparison

14 rows · 14 flagged

Schedule

Runs when you say

Proposed

File
Sales transactions
CSV export · 16 rows
Step
Compare month to date sales
Step 1
Result
Daily sales comparison
14 rows · 14 flagged
Schedule
Runs when you say
Proposed

Checked on the sample files: every step ran, 14 rows came out.

Download Sales transactions sample (16 rows)Spreadsheet: File > Download > CSV

What you get back

The result of that run, the rows to look at first.

Daily sales comparisonSample data14 rows

8 this month to date6 last month to date

Date	Daily sales	Monthly running total	Status
2026-10-01	420	420	Last month to date
2026-10-03	315	735	Last month to date
2026-10-05	780	1,515	Last month to date
2026-10-07	260	1,775	Last month to date
2026-10-09	540	2,315	Last month to date
2026-10-11	610	2,925	Last month to date
2026-11-01	500	500	This month to date
2026-11-02	275	775	This month to date
2026-11-03	640	1,415	This month to date
2026-11-04	390	1,805	This month to date
2026-11-06	725	2,530	This month to date
2026-11-08	310	2,840	This month to date

14 rows in the result · 12 shown, problems first. Sample data: illustrative figures, not business results.

How do you calculate a running total of sales by day within each month?

Upload your sales transactions export, then group the rows by month and day. Mammoth adds a running monthly total for each day, and it can label each row as This month to date or Last month to date for the comparison.

How it works

How to use the Daily sales comparison workflow

1Get early accessWe invite people in small batches, job by job. You'll land on this workflow, already built and checked on the sample files.
2Swap in your exportsUpload your own files as they come out of your tools. The agent checks the workflow on your rows.
3Change it in words, then turn it onSay what to change and see the new result before anything saves. Then choose when it runs.

Daily sales comparison: questions

What export should you use?

Use a spreadsheet export that includes the sale date and the sales amount for each transaction. A CSV or Excel file is usually enough if it has those fields.

What happens to rows that do not match the rules?

Rows that do not match stay out of the result for that step. You can review them in the source data and adjust the rules if you want them included.

How do you change the rules in words?

Edit the step by changing the written rule, for example, group by month, sort by day, and add a running total within each month. You can also change the month to date comparison rule to use a different date range or label.