Why
Most business owners waste hours cleaning and cross-checking spreadsheets. Whether it’s QuickBooks exports, CRM lists, or sales reports, the “Excel shuffle” eats up time and energy.
The real opportunity? Let ChatGPT do the heavy lifting. In seconds, it can join files, match columns, and turn messy raw data into clear answers.
The result: faster decisions, fewer errors, and immediate clarity on where your business is winning.
Today’s issue shows you how to combine two simple files—one with company details and another with sales figures—into an instant report that reveals sales by state.
How to Talk to It
Upload two spreadsheets to ChatGPT-5:
File 1:
QuickBooks_Companies.xlsx(Company Name, State, Industry)File 2:
Sales_2025.xlsx(Company Name, Sales Amount)
Prompt:
“Join these two spreadsheets by Company Name. Create a summary table showing Total Sales by State. Highlight the top 3 states by sales volume.”
Example Files
File 1: QuickBooks_Companies.xlsx
Company Name | State | Industry |
|---|---|---|
Acme Corp | MA | Retail |
BlueSky LLC | NY | Finance |
Carter Inc | CA | Construction |
Delta Co | CA | Retail |
Everest Ltd | TX | Energy |
FusionWorks | TX | Tech |
GreenTech | MA | Construction |
Harbor LLC | FL | Logistics |
File 2: Sales_2025.xlsx
Company Name | Sales Amount |
|---|---|
Acme Corp | 120,000 |
BlueSky LLC | 85,000 |
Carter Inc | 95,000 |
Delta Co | 60,000 |
Everest Ltd | 150,000 |
FusionWorks | 200,000 |
GreenTech | 70,000 |
Harbor LLC | 50,000 |
Merged Output (Example)
When ChatGPT joins the two files, you instantly get this enriched dataset:
Company Name | State | Industry | Sales Amount |
|---|---|---|---|
Acme Corp | MA | Retail | 120,000 |
BlueSky LLC | NY | Finance | 85,000 |
Carter Inc | CA | Construction | 95,000 |
Delta Co | CA | Retail | 60,000 |
Everest Ltd | TX | Energy | 150,000 |
FusionWorks | TX | Tech | 200,000 |
GreenTech | MA | Construction | 70,000 |
Harbor LLC | FL | Logistics | 50,000 |
From here, you can group by State or Industry for instant insights.
Example Report: Total Sales by State
State | Sales Amount |
|---|---|
TX | 350,000 |
MA | 190,000 |
CA | 155,000 |
NY | 85,000 |
FL | 50,000 |
ROI Prompts
Find Your Best Regions
“Join [Companies.xlsx] with [Sales.xlsx] by company name. Show me a ranked list of states by total sales, including % of total revenue.”Spot Underperformers
“After merging these files, list the states where sales are below $50,000. Return the table sorted by lowest to highest sales.”Industry Performance Drilldown
“Combine these spreadsheets, then group results by Industry within each State. Highlight the top industry in each state by sales.”
Quick Recap – TL;DR
Upload two files with a shared column (like Company Name).
Ask ChatGPT to join them and build a summary.
Get instant insights: sales by state, top industries, underperforming regions.
Next Action: Export your CRM and accounting data, upload both files, and try the “sales by state” prompt today.
Maya Reynolds
Editor-in-Chief
AI Super Simplified