HELP • SALES PERFORMANCE AI INTELLIGENCE

Know about Sales Performance AI Intelligence™

Everything you need to know before you start: what it does, who it is for, what to upload and what you get.

What it does

Sales Performance AI Intelligence tells you why your sales moved — and what to do today. Upload your sales register, and in a minute you see this month against last month and the same month last year, the customers, items, salespeople and regions behind the change, regular customers who are slipping away, new customers, and the cross-sell ideas worth a phone call — ending with a short list of today's actions.

The problem it solves: the monthly total tells you what happened, never why. A drop can be three big customers, one item, one salesperson — or simply a big one-off order last month that makes this month look bad. Regular customers quietly stop ordering and nobody notices for weeks. Sales registers have thousands of lines, so the owner finds out too late.

Who it is for

Who	What they upload	What they get
Business owner	Sales register from Tally, Busy or Zoho	Why sales moved this month, who to call today, customers slipping away
Sales head	Sales register with salesperson + targets	Salesperson scorecard, achievement vs target, each person's slipping customers
Distributor / wholesaler	Invoice register with items	Rising and falling items, cross-sell ideas per retailer, new and lost retailers
Retail chain / franchise	Sales by branch or region	Branch-by-branch change, peak months, month vs last year
Manufacturer	Dealer sales register	Dealers slipping, dealer growth, product trends
CA firm / consultant	Clients' sales registers	Quick sales review and advice for the client

What you upload

Your sales register — Excel (.xlsx), CSV or JSON. It needs the date, customer and sales value (or quantity and price).
Optional columns make it richer: item, quantity, salesperson, region / branch, category, invoice number.
Targets (optional) — a small file with each salesperson (or region) and their monthly target.
13 months or more lets you compare with the same month last year. Upload again every few days — the Today tab shows what changed.

What you get

✅ Today's actionsWho to call, what to offer, which salesperson to help — and what changed since your last upload. Share the list on WhatsApp in one tap.

🔍 Why it changedThis month vs last month: the customers, items, salespeople and regions behind the change — "the 3 biggest drops explain 85% of the fall".

⚠️ Customers slipping awayRegular customers with no order for twice their usual gap, or buying under half of before — with the money at risk each month.

🆕 New customersCustomers who bought for the first time this month, and the share of repeat customers.

👤 SalespeopleSales, growth, customers, average order, achievement against target and slipping customers for every salesperson.

📦 Rising & falling itemsReal trends only — every one of the last 3 months beyond the old average, not one big order.

🤝 Cross-sell ideas"83% of Fevicol buyers also buy Fevikwik in the same order — these 5 customers never do."

🤖 AI that learnsAn AI in your browser sets aside one-off orders (a project, a bulk deal) so trends stay honest, and marks peak months like Diwali. Click "Yes, one-off" or "Count it normally" — it remembers.

✨ Ask AIOptional: Azure OpenAI explains your sales in plain words — "Why did sales drop this month?" Only the summary you see is sent, and only if you agree.

Downloads: a Sales Performance Workbook (Excel) with every list, and a one-page Sales Brief (Word) with today's actions — ready for the owner and the sales team.

How it works — in 5 steps

Sign in and purchase — $20 USD (in India ₹1,999 + GST) for 30 days, unlimited files. The first 10 customers get 40 days.

Upload your sales register — and targets if you have them. The columns are matched for you; check them.

Click Analyse My Sales — one-off orders are set aside by the AI and every invoice is checked in your browser.

Start with Today — then Why it changed, Slipping, New, Salespeople, Items, Cross-sell. Click ✨ Explain my sales for a plain-words summary.

Act and download — call the customers, share the list with your team, download the Excel workbook and the Word brief.

Your data stays with you

🔒 Your files are read and analysed inside your browser. They are never uploaded to QuantumData servers. Only sign-in, your licence and payment use our secure service.

🤖 The AI that learns also runs inside your browser; your answers and your "what changed" history are kept on your browser only.

✨ Ask AI is optional. Before anything is sent you see the exact summary — monthly totals, changes, item names and counts — and tick "I agree". Your file, customer names and salesperson names are never sent, and nothing is stored.

Try Sales Performance AI Intelligence 📖 Read Me — page guide