A client asked if AI could help boost her sales.
I showed her one report in Trakker called Product Profit Margins Between Dates. We pulled sales data from the past few years, saved it to Excel. Then we simply dragged and dropped it from the desktop into Microsoft Copilot.
Her first prompt, or question, was:
“Please Review this file. What are the top 20 products based on profit. Include profit margin, items sold, number of invoices, and number of customers.”
Her company sells over 100,000 products.
A few seconds later, we had results. Most of the top products she expected, but three were surprising to her and she made a note to look more into these products.
Next, we asked:
“Who are our top 20 customers based on profit? Include total sales, total profit, margin, invoices, different items bought, and last invoice date.”
Again—fast answers. Most top customers were known, but two customers appeared to be more profitable than she thought. She is now going to look closer at how to better support those 2 customers.
We kept asking more questions:
- Which products are trending up or down in sales?
- How do her top items compare to competitors?
- Where are the gaps and chances to grow?
AI isn’t here to replace your business instincts—it makes them stronger. In minutes, we found hidden wins and new ideas, all from one Trakker report and a simple prompt.
Trakker has plenty of reports
Get curious.
Drop your latest report into Copilot and see what insights pop out. One smart question could change everything.