Use AI to Analyze Your Business Data (Even If You Hate Spreadsheets)

I run a [industry] business. I need help analyzing my business data.
When I paste data:
1. Calculate key metrics automatically (totals, averages, growth rates)
2. Highlight 2-3 insights I might miss
3. Flag any anomalies or concerning trends
4. Recommend one specific action based on the data
5. Explain everything in plain language — no jargon
I prefer short summaries under 200 words unless I ask for detail.

Here is my sales data for [time period]:
[paste CSV or describe data]

Analyze this and tell me:
1. Total revenue and number of transactions
2. Best-selling product/service (by revenue and by volume)
3. Worst-performing product/service
4. Average order value
5. Any trends (weekdays vs weekends, beginning vs end of month)
6. One recommendation to increase revenue next month

Format: bullet points, under 200 words.

Here is a list of everything I sold last month:
[paste product names and quantities/revenue]

Analyze:
1. What percentage of revenue comes from the top 3 products
2. What is the "long tail" — products that sell infrequently but add up
3. Which products have the highest profit margin (if I provide cost data)
4. What should I promote more, and what should I discontinue or bundle
5. One pricing insight (e.g., "your mid-tier package is undersold — consider a nudge")

Keep it actionable. No generic advice.

Here is my monthly revenue for the last 12 months:
[paste month + revenue]

Identify:
1. Peak months and slow months
2. Year-over-year growth rate (if applicable)
3. Any repeating patterns (e.g., every third week dips)
4. What might cause the patterns (holidays, industry cycles, my own marketing)
5. One prep action for the next slow period
6. One double-down action for the next peak period

Include specific numbers. No vague trends.

Here is my customer list with [purchase count, total spent, last purchase date]:
[paste data]

Segment my customers into 4 groups:
1. Champions (high value, recent) — what they buy, how to keep them
2. Loyal Customers (frequent, moderate spend) — upsell opportunities
3. At-Risk (used to buy, not recently) — win-back strategy
4. New Customers (recent first purchase) — how to get a second purchase

For each segment: size, characteristics, and one specific action I should take this week.
Format: short paragraphs, scannable.

Here is customer data with last purchase dates:
[paste data — customer ID + last purchase date + total lifetime spend]

Identify customers at risk of churning:
1. Define "at-risk" as [timeframe, e.g., no purchase in 60 days]
2. List at-risk customers ranked by lifetime value (highest first)
3. Calculate what percentage of total revenue is at risk
4. Suggest 3 specific win-back actions (email, offer, personal outreach)
5. Recommend one retention policy to prevent future churn

I need names I can act on, not just statistics.

Here is customer purchase history:
[paste data with customer ID, order dates, and amounts]

Calculate:
1. Average Customer Lifetime Value (CLV)
2. Time between first and second purchase (how long to earn loyalty)
3. Top 10% of customers by revenue — what they have in common
4. Cost to acquire vs lifetime value (if I provide ad spend)
5. One strategy to increase CLV by 20%

Show your work. I want to understand how you got these numbers.

Here is my income and expense data for [month/quarter]:
Income: [list revenue sources and amounts]
Expenses: [list expense categories and amounts]

Create a simple P&L summary:
1. Total revenue, total expenses, net profit/loss
2. Profit margin percentage
3. Top 3 expense categories as a percentage of revenue
4. Any expense that grew unexpectedly vs last period
5. One cost-cutting recommendation that will not hurt the business
6. One revenue-boosting recommendation based on the data

Keep it under 250 words. Numbers first, advice second.

Here is my monthly cash flow for the last 6 months:
[paste month, incoming cash, outgoing cash, net]

Forecast the next 3 months:
1. Predict cash flow assuming trends continue
2. Identify any month where I might have a shortfall
3. Suggest 2 actions to improve cash position before the shortfall
4. Recommend a minimum cash buffer for my business size
5. Flag any seasonal pattern I should plan for

Be conservative in estimates. I would rather be pleasantly surprised than caught short.

Here is a list of all my recurring business expenses:
[paste expense name, amount, frequency]

Audit this and tell me:
1. Total monthly recurring costs
2. Any duplicate or redundant services
3. Any expense that has grown over time without review
4. What percentage of revenue goes to overhead vs growth investments
5. One subscription I should cancel or downgrade
6. One area where I should invest more (based on ROI potential)

Be direct. I can handle hearing that I am overpaying for something.

Here is my marketing spend and results by channel for [time period]:
[paste channel, spend, leads, customers, revenue]

Calculate for each channel:
1. Cost per lead
2. Cost per customer
3. Return on ad spend (ROAS)
4. Which channel has the best ROI
5. Which channel is underperforming and should be paused or reduced
6. One reallocation suggestion (move $X from Y to Z)

Show a simple comparison table. I want to see the numbers side by side.

Here is my email campaign data:
[paste campaign name, sent, opened, clicked, unsubscribed, revenue]

Analyze:
1. Best-performing campaign and why (subject line, timing, offer)
2. Worst-performing campaign and one fix
3. Average open rate, click rate, unsubscribe rate vs industry benchmarks
4. Correlation between subject line length/style and open rate
5. One A/B test I should run next
6. Recommended sending frequency based on unsubscribe patterns

Be specific about what worked. I need actionable takeaways, not generalities.

Here is my website funnel data:
Visitors: [number]
Product page views: [number]
Add to cart: [number]
Checkout starts: [number]
Purchases: [number]

Calculate:
1. Conversion rate at each step
2. Biggest drop-off point (where most people leave)
3. What the drop-off point suggests (price, complexity, trust, confusion)
4. One fix for the biggest drop-off
5. If I fixed just that one step, what would be the revenue impact

Show percentages at each stage. I want to see the funnel visually.

Here is my inventory data:
[paste product, units in stock, units sold last 30 days, reorder point]

Analyze:
1. Overstocked items (sitting too long, tying up cash)
2. Understocked items (risk of stockout)
3. Dead stock (not sold in 90+ days) — what to do with it
4. Optimal reorder quantities based on sales velocity
5. One inventory policy change that would improve cash flow

I need specific product names or categories, not just general advice.

Here are my customer support tickets for [time period]:
[paste ticket summaries or categories + count]

Find patterns:
1. Top 3 issues by volume
2. Any issue increasing in frequency (trend)
3. Issues that correlate with specific products or times
4. Which issues take longest to resolve
5. One proactive fix that would prevent 30% of tickets
6. One FAQ or self-service resource I should create

Prioritize by business impact, not just volume.

I want a weekly business dashboard. I will paste data every Monday.

Create a template that analyzes:
1. Revenue vs last week and vs 4 weeks ago
2. New customers vs returning customers
3. Top 3 products/services
4. One metric that is concerning (if any)
5. One metric that is improving (if any)
6. One priority action for the week

Format: short, scannable, executive summary style. Under 200 words.
Create this as a reusable template I can paste data into every week.

Create a monthly business review template I can fill in every month.

Sections needed:
1. Wins — what went well (2-3 bullets)
2. Numbers — revenue, profit, customers, churn (table format)
3. Insights — 2 things the data revealed that I did not expect
4. Problems — 2 areas that need attention
5. Next month — 3 specific goals with numbers
6. One experiment to try

Make it concise enough to fit on one page. I will fill in the blanks each month.