Hand AI your spreadsheet: where are we losing money?
What you need
- The spreadsheet
- What each column means (if headers are unclear)
Say this
Try saying
Here's our (sales/cost) sheet (upload). Columns mean: … Find products/clients losing money or with unusually thin margins, and any anomalies. Conclusions first (max 5), then evidence, then chart the biggest finding.
Then you can say
- Last three months only
- Boil it down to three sentences for my boss
Watch out
Spot-check two numbers by hand before acting on them.
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