AI sales analysis for Excel & CSV
Spot sales trends, understand performance changes, and identify opportunities to review—all from your sales spreadsheets.
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EXPLORE A SAMPLE SALES REPORT
Sep 28 – Oct 4, 2026 vs. Sep 21 – 27, 2026 · USD
Synthetic sample · Completed orders only
YOUR NEXT SALES REVIEW
For sales managers and sales operations teams turning order exports into weekly and monthly sales reports.
Compare sales, orders, and average order value across weeks or months. See whether a change continues over time or is concentrated in a single period.
Explore weekly sales reportingBreak down changes by region, product, channel, or sales rep. See which segments contributed most, then inspect the supporting records.
Explore sales dashboardsBring the key trends, performance changes, and follow-up questions into one clear summary for your next sales review.
Follow the sample walkthroughYOUR FILES. YOUR QUESTIONS.
Use an Excel or CSV sales export. Start with a basic sales review, then add the fields you need for a closer comparison.
Security & privacyRead our privacy policyDates, order IDs, sales amounts, and order status support sales trends, distinct order counts, and average order value.
Add region, product, channel, customer, or sales rep fields to see which segments contributed to the change.
Choose gross or net sales. Define how discounts, refunds, and cancelled orders should be treated.
Compare complete weeks or months using the same date boundaries and currency. Check the latest date covered by your export.
Start with: Order date · Order ID · Sales amount · Status · Region · Product
Missing a comparison field? Start with the totals your file supports, then add the detail you need. Targets, customer purchasing patterns, and opportunities need the additional data described below.
FROM FILE TO FINDING
Upload your file, ask the question that matters, and review the result.
Order date · Order ID · Sales amount · Status. Add region, product, channel, customer, or sales rep to explore the detail.
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GO BEYOND ORDER TOTALS
Review target gaps, customer purchasing patterns, and open opportunities. Choose a question to see the findings your data can support.
Compare sales against targets
Use matching reporting periods, currencies, and sales definitions.
Review customer purchasing patterns
Include enough order history to compare purchasing patterns.
Review open sales opportunities
Add stage-change history if you want to measure time spent in a stage.
Results depend on your file. Check the supporting records and business context before taking action.
BEFORE YOU START
What to upload, which comparisons you can make, and how to interpret the results.
READY FOR YOUR NEXT SALES REVIEW?
Upload your sales spreadsheet. See what changed, review the supporting numbers, and prepare a report your team can use.
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CONTINUE WITH A PRACTICAL GUIDE
Practical guides for turning sales exports into dashboards and weekly reporting.
Follow the same sample from order lines to a sales review.
Explore the guideSet the reporting period, compare results, and review the changes.
Explore the guideReview metric definitions before sharing your dashboard.
Explore the guide