Spreadsheet help

Analyze sales data in Excel.

Use this page for regional sales rankings, won pipeline by rep, or grouped sales summaries tied to spreadsheet data.

Spreadsheet helpExcelDemo dataset ready

How to use it

Start with the same request, then adjust it to your sheet.

Use this page for regional sales rankings, won pipeline by rep, or grouped sales summaries tied to spreadsheet data.

Step by step

  • Upload the sales spreadsheet or start with the sales demo dataset.
  • Ask for a grouped ranking or summary.
  • Review the result table and the steps used to compute it.

Useful variations

  • Ask for won pipeline only, top reps, or sales by region.
  • Mention top or bottom ranking explicitly if you need a sorted answer.

Worked example

Example input and output

RegionPipelineValue
North118000
West54000

Expected output

RegionPipelineValue
North118000
West54000
South48500

Try it now

Open the tool with this example already filled in.
Open this example

Related pages

Keep going from here.