Review operational records and reports to project sales and determine profitability.
AI finds trends and writes the spreadsheet formulas.
📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 53% of those conversations; the rest were back-and-forth with the person.
Show prompt & steps
Paste a spreadsheet or table and ask AI to find trends, outliers and totals, or to write the formula you need. It's like having an analyst on call.
Ready-to-use prompt
I work as a sales manager. Part of my job is to review operational records and reports to project sales and determine profitability. Context: We use Tableau and IBM SPSS Statistics; the work draws on sales and marketing, administration and management and personnel and human resources. Reports: [paste sales, collections, P&L] Question: [profitability, outstanding amounts] Summarize the state of operations and risks. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.
10-minute exercise: Operations status from financials
AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.
Importance 4.2/5 · core task · O*NET work activity: Analyze financial records or reports to determine state of operations..