What it is for
A trend led dashboard showing sales performance with a full combo chart, categories, a top N, a summary table and findings.
When to use it
It saves time on work such as presenting monthly sales results with region and product breakdowns. It is aimed mainly at managers, sales, HR or finance teams, report authors.
Example scenarios
- Presenting monthly sales results with region and product breakdowns.
- Managers: a trend led dashboard showing sales performance with a full combo chart, categories, a top N, a summary table and findings.
What it needs
A source table (domain-aware auto-mapping and a confirm screen).
How to use it
- Data
- Template
- Data Review
- Theme
- Filter
- Create (6 steps)
What it produces
A new dashboard sheet (one fitted PNG and a B1 trigger).
Effect on your data and undo
Sales does not change your source data; the result is added as a separate item. It refreshes automatically when the linked cells change. You can reverse it at any time with Undo Last.
How it differs from similar tools
Unlike a static picture you paste in by hand, it stays bound to your data and redraws itself whenever the source cells change.
Good to know
Regenerate after the source changes. Semantic detection; honest empty. Falls back to the native writer on any failure.
Limitations
Requires a source table.
Frequently asked questions
- Where does the result go?
- A new dashboard sheet (one fitted PNG and a B1 trigger).
- Does it update when the source data changes?
- Yes. It redraws automatically whenever the cells you linked change.
- Does Sales change my source data?
- No. Sales leaves your source data untouched and adds the result as a separate item.
Your data is processed on your own computer. Your Excel contents are never shared with AI services.