# Data and spreadsheets

Cleaning, joining, analysing and charting data, from a messy CSV to a weekly dashboard.

## Playbooks (3)

- [Build a weekly KPI report from your spreadsheets and send the draft for approval](https://agentshandbook.com/p/build-a-weekly-kpi-report-for-approval.md): Every Monday you get a draft report with this week's KPIs, the change from last week, a data check section and three lines of commentary, ready for one person to approve and send. (trust: corroborated, risk: medium)
- [Clean and deduplicate a messy CRM or CSV export without losing real records](https://agentshandbook.com/p/clean-and-deduplicate-a-crm-or-csv-export.md): You get a clean file, a change log that explains every merge, and a short review sheet of possible duplicates for you to decide, with every original row accounted for. (trust: corroborated, risk: medium)
- [Sort support tickets or survey answers into themes with counts you can check](https://agentshandbook.com/p/code-support-tickets-or-survey-answers-into-themes.md): You get a spreadsheet with every ticket or answer labelled, a theme table with counts and example quotes, and an agreement check that shows how far to trust it. (trust: corroborated, risk: low)