The Workflow
5 steps · click a step number to mark it done
Open ChatGPT and have it ready before you start
Upload your sales spreadsheet (Excel or CSV) using the file upload button in the ChatGPT interface
Write a prompt asking ChatGPT to read the file and provide a high‑level summary of total revenue, month‑over‑month growth, and top‑selling products
Request a deeper analysis by asking for trends by region, seasonal patterns, and any outliers in the data
Ask ChatGPT to generate a concise list of actionable recommendations based on the identified trends
Export the analysis: copy the text summary to a document and download any suggested tables or charts as a CSV file