Sales reporting from the spreadsheet you already have

Who: Sales teams and revenue leaders

Problem: Weekly reporting is trapped in spreadsheets and changes whenever someone asks a follow-up question.

Outcome: A filterable view of performance with answers backed by visible SQL receipts.

  1. Upload a CSV or Excel sales export.
  2. Review KPIs and charts by rep, region, or stage.
  3. Ask a plain-English question and check the returned SQL receipt.

Frequently asked questions

Do I need a connector?

No. Start with the CSV or Excel export you already use.