See the work

From sales exports to a management decision

A complete illustration with fictional source material. Explore the result, then try the same task.

Illustration · Fictional service business

Website enquiries doubled while sales stayed flat. Before increasing spend again, check lead quality and response delays.

Channel performance · August → September

Channel	Enquiries	Sales	Sale rate
Referrals	10 → 8	5 → 4	50% → 50%
Website	20 → 40	4 → 4	20% → 10%
Events	6 → 8	2 → 2	33.3% → 25%

Budget decision

Hold the proposed doubling of website spend pending a short review. Recorded website cost per sale rose from CAD 200 to CAD 400 while sales stayed at four. More enquiries have not yet translated into more sales. This does not establish profitability or prove which factor caused the change.

Resolve before the next report

The September channel rows total 10 sales, while the dashboard says 12. Reconcile the two extra sales and their source before using the dashboard total.
Review September website enquiries by campaign: qualified, unqualified, no response and still open. Separate lead quality from leads that have not yet had time to close.
Review the increase in median first-response time from 4 to 19 hours. Assign enquiry coverage and compare response times and sales progression during the next reporting period.

What remains uncertain

The campaign and response delays both changed. These records do not isolate their effects. Referral costs are missing, and channel costs exclude other business expenses. A definitive channel-profit ranking would be unsupported.

See the source material and try it

This is a worked illustration with fictional inputs. The output was produced and edited for this example; your AI tool may produce a different version.

Copy this fictional example

Copy the notes and instructions into an approved AI chat.

Fictional source material: SALES EXPORT · AUGUST → SEPTEMBER Referrals: 10 enquiries / 5 sales → 8 enquiries / 4 sales. Website: 20 enquiries / 4 sales → 40 enquiries / 4 sales. Events: 6 enquiries / 2 sales → 8 enquiries / 2 sales. September dashboard headline: 12 sales. MARKETING SPEND Website campaign: 800 in August; 1,600 in September. Event fees: 300 each month. Referral channel cost was not tracked. Figures are fictional Canadian dollars; these are channel costs, not total business costs. OPERATING NOTES Median first response to website enquiries rose from 4 to 19 hours. A new campaign started in September. No lead-quality review or source-attribution check has been completed. Management must decide whether to double next month's website budget.

Your task: Prepare a concise management report with a comparison table, the decision you recommend, evidence, uncertainty and next actions. Reconcile totals. Calculate enquiry-to-sale rates and website cost per sale. Distinguish association from a proven cause; do not infer profit.

Check the result

Current rows total 10 sales, not 12. Website conversion halves and recorded cost per sale doubles. Neither the cause nor profit is established.

Apply it to your work

Before trying this with real work, confirm that the AI tool may use those records and that someone can check important mistakes. Otherwise, keep using fictional details.

Try a completed reporting period with the original exports, costs and operational notes. Check the report’s conclusions as well as its calculations.

Find where AI fits your work →