> For the complete documentation index, see [llms.txt](https://salesa.gitbook.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://salesa.gitbook.io/docs/guide/generate-report.md).

# Generate Report

The **Sales Analyst AI Agent** helps you get instant reports and insights from your sales data.\
Instead of creating manual summaries or filtering Sheets, you can simply ask questions in natural language, and the AI will answer using real data from your connected pipeline.

<figure><img src="https://3785139236-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOJBCzxrjmIVO40pcL1pf%2Fuploads%2FHlrs440oXi6ztnUEjif3%2Freport%20gen.png?alt=media&amp;token=5a8deef7-60b5-4cb8-a6c2-ca648961c1c1" alt=""><figcaption></figcaption></figure>

### **What It Does**

The Sales Analyst reads your Google Sheets pipeline to calculate numbers, summarize results, and identify patterns.\
It can provide insights such as total sales, average deal size, deal status, or top-performing customers.\
All responses are generated instantly and based only on the data available in your organization’s Sheets.

### **How to Use It**

Open the **Chat** panel from the top right corner of your dashboard.\
Type your question in plain English, for example:

* *What are my total sales this month?*
* *Show me deals that haven’t replied in 7 days.*
* *Who are our top three customers this quarter?*
* *How many deals are still in negotiation?*

The AI will analyze your Sheet and reply with a clear summary.\
Each answer is backed by actual deal data so you can verify it anytime.

### **Report Examples**

<table><thead><tr><th width="298">Question</th><th>Example Response</th></tr></thead><tbody><tr><td><em>What are my total sales this month?</em></td><td>Your total sales for this month are <strong>$47,250</strong> across 8 deals. The top deal was with Acme Corp at <strong>$12,500</strong>.</td></tr><tr><td><em>Which deals are still open?</em></td><td>You have <strong>12 open deals</strong>, mostly in the <em>Negotiation</em> and <em>Proposal</em> stages.</td></tr><tr><td><em>Average deal size this quarter?</em></td><td>The average deal size is <strong>$5,906</strong>, up 12% from last quarter.</td></tr></tbody></table>

### **Data Source**

The AI reads directly from your organization’s connected Google Sheets.\
It does not use or access Gmail content for reporting.\
All results are calculated from deal fields such as Amount, Stage, and Last Contact Date.

### **Privacy and Access**

Only team members within the same organization can ask the AI about data from shared Sheets.\
The system never exposes personal emails or customer messages.\
Admins can review all activity logs if needed.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://salesa.gitbook.io/docs/guide/generate-report.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.