Business reports with ChatGPT and Claude using your data

Start with the decision you need to make. 'How are sales going?' is broad; 'Which open opportunities need an activity this week?' defines the data, period and outcome. Specify filters, units, audience and desired format.

Ask for three parts: facts from accessible records, interpretation and missing data. For comparisons between periods, use consistent definitions. A model can organize an analysis that has no prebuilt dashboard, but a new metric is useful only when the data required to calculate it is available.

When the software stores the necessary data, an assistant can combine it into a different analysis: newly acquired contacts and linked opportunities, search progress by client, or approved hours by project. Specify relationships and ask how the results were obtained.

This expands possible analyses without promising that AI can create any app feature. A new workflow may require unexposed operations, permissions or missing data. First ask which operations are available, then build the sequence. If a capability is absent, state the manual step rather than hiding it.

Recorded hours are not necessarily approved, billable or invoiced hours. For a project report, specify included statuses, period and the source of rates. Before calculating a margin, verify that costs and revenue use the same time basis and currency.

Request a readable formula and a list of missing data. If a consultant's cost is absent, the model should not replace it with an undisclosed estimate. Use the analysis to identify what to verify in the app; then compare periods or projects using consistent criteria.