What your file says
Sample dataIs the business growing?
Sales by month
Sales here are net: refunds are subtracted, duplicate rows are removed. Tap or hover a month to see its total.
Who are my best customers?
Best customers
Where do my best customers come from?
Customer value by channel
Who is drifting away?
Regular customers who have gone quiet
A regular here is someone with at least three orders. They count as drifting when the time since their last order is more than double their own usual gap, at least 30 days, and under six months. The copied list pastes straight into a spreadsheet.
Ask an AI about these numbers
Build a privacy-safe prompt
The kit writes a prompt you can paste into Claude, ChatGPT, Gemini or any AI chat. It holds totals and averages only, and it tells the AI to stick to them.