sales-analysis.xlsx
Cleaned data, formulas, summaries, and charts
All examples
Example workflow · Spreadsheet analysis
Turn sales records into an operating workbook and dashboard
This example shows how to clean inconsistent spreadsheets, preserve transformation rules, verify key metrics, and deliver an editable workbook and interactive dashboard.
This product example uses simulated sales data and contains no company data.
Sales analysisJan–Mar
Revenue
$842k
+12.4%
Margin
38.6%
+2.1%
Refunds
2.8%
−0.6%
Revenue by region
RegionRevenueMarginStatus
East268k40.2%OK
South211k34.8%!
The request
“Combine January through March sales files, standardize region and product names, calculate revenue, margin, order value, and month-over-month change, flag unusual refunds, and create a filterable executive dashboard.”
Source material
sales-jan.xlsx
January order and refund records
sales-feb.xlsx
February data with region aliases
sales-mar.csv
March export with different date and amount formats
What the agent did
- 1
Inspect data quality
Identify duplicate orders, missing values, types, and naming differences.
- 2
Define cleaning rules
Standardize region, product, date, and refund state and save mappings.
- 3
Calculate and balance
Generate metrics and reconcile them against monthly source totals.
- 4
Create deliverables
Output an editable workbook, exception list, and filterable dashboard.
Result
Metrics remain traceable to cleaning rules and source records
The workbook preserves formulas, details, and mappings; the dashboard supports scanning, while the exception list identifies records needing review.
dashboard.html
A dashboard filtered by month, region, and product
exceptions.csv
Duplicate, missing, and unusual refund records
data-method.md
Metric definitions, mappings, and reconciliation results
What this example demonstrates
Metric definitions matter more than chart design at the start.
Cleaning rules and mappings should remain deliverables, not disappear inside one run.
Dashboards support scanning, while important numbers still need workbook-level traceability.
Clean and analyze your business spreadsheets
Upload the data and explain the metric definitions and business questions.