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Know how much each customer bought this month.

Your AI reads the ERP's sales export and saves the sales control by customer and salesperson, with the source of every number.

Drag to move the window. With the keyboard, use the arrow keys; Enter puts the window back.

Build September's sales control by customer and salesperson.

SiglataSeptember by customer13 of 13 records
clientevendedor
"Mercado Aurora Azul""Rafael Moura"
"Empório Lumara""Tânia Lopes"
"Casa do Grão""Rafael Moura"
"Padaria Serra Clara""Sérgio Paiva"
"Mercado Vila Nova""Tânia Lopes"
"Padaria Trigo Bom""Sérgio Paiva"
"Hortifrúti Bom Dia""Tânia Lopes"
"Adega Central""Rafael Moura"
"Café da Praça""Sérgio Paiva"
"Mercearia Dona Inês""Tânia Lopes"
"Padaria Sol""Sérgio Paiva"
"Quitanda Verde""Rafael Moura"
"Total"null
Using Siglata · saving Orders, Invoiced, Returned, Net sales, Average ticket, and % of totalUsed Siglata · saved Orders, Invoiced, Returned, Net sales, Average ticket, and % of total in 13 records

September closed at R$120,000.00 in net sales, from 48 orders by 12 customers, with an average ticket of R$2,500.00. Mercado Aurora Azul bought 21% of the total. I saved v9 of the sales control, with tabs by customer and by salesperson.

Controle_de_vendas_2026.xlsxv8 to v9SavedPrevious version kept
Siglata
In SiglataSeptember by customer13 records
—0
The September by customer table in Siglata, 13 records.
RowCustomerSalespersonOrdersInvoicedReturnedNet salesAverage ticket% of total
1Mercado Aurora AzulRafael Moura—7—25,800.00—600.00—25,200.00—3,600.00—21.0%
2Empório LumaraTânia Lopes—6—16,800.00—0.00—16,800.00—2,800.00—14.0%
3Casa do GrãoRafael Moura—4—13,200.00—0.00—13,200.00—3,300.00—11.0%
4Padaria Serra ClaraSérgio Paiva—6—12,240.00—240.00—12,000.00—2,000.00—10.0%
5Mercado Vila NovaTânia Lopes—4—10,800.00—0.00—10,800.00—2,700.00—9.0%
6Padaria Trigo BomSérgio Paiva—4—9,600.00—0.00—9,600.00—2,400.00—8.0%
7Hortifrúti Bom DiaTânia Lopes—3—8,400.00—0.00—8,400.00—2,800.00—7.0%
8Adega CentralRafael Moura—3—7,200.00—0.00—7,200.00—2,400.00—6.0%
9Café da PraçaSérgio Paiva—4—6,360.00—360.00—6,000.00—1,500.00—5.0%
10Mercearia Dona InêsTânia Lopes—3—4,800.00—0.00—4,800.00—1,600.00—4.0%
11Padaria SolSérgio Paiva—2—3,600.00—0.00—3,600.00—1,800.00—3.0%
12Quitanda VerdeRafael Moura—2—2,400.00—0.00—2,400.00—1,200.00—2.0%
13Total——48—121,200.00—1,200.00—120,000.00—2,500.00—100.0%
TodayVENDAS SETCompatibility modeSaved 3 days ago
J7fx
ABCDEFGHIJ1SEPTEMBER SALES2Illustrative data.3DateOrderInvoiceTypeCustomerSalespersonProductQuantityUnit priceTotal value41,188 Mercado Aurora AzulR$600567891011
Sheet1Sheet2 (2)copy of Sheet1DO NOT USE

Illustrative data. Drag the divider to compare.

Sales typed in again, row by row

The sales are already in the ERP, but the control lives in a spreadsheet someone fills in by hand, one row per order. Returns go in when someone remembers, and the month's total changes with every check.

ABCDEFGHIJ1SEPTEMBER SALES2Illustrative data.3DateOrderInvoiceTypeCustomerSalespersonProductQuantityUnit priceTotal value41,188 Mercado Aurora AzulR$600567891011

One sentence, the month closed

You ask for September's sales control. Your AI adds up the ERP export by customer and salesperson, subtracts the returns and saves the result as a new version of the spreadsheet, with the previous one kept.

ChatGPT

Build September's sales control by customer and salesperson.

SiglataSeptember by customer13 of 13 records
clientevendedor
"Mercado Aurora Azul""Rafael Moura"
"Empório Lumara""Tânia Lopes"
"Casa do Grão""Rafael Moura"
"Padaria Serra Clara""Sérgio Paiva"
"Mercado Vila Nova""Tânia Lopes"
"Padaria Trigo Bom""Sérgio Paiva"
"Hortifrúti Bom Dia""Tânia Lopes"
"Adega Central""Rafael Moura"
"Café da Praça""Sérgio Paiva"
"Mercearia Dona Inês""Tânia Lopes"
"Padaria Sol""Sérgio Paiva"
"Quitanda Verde""Rafael Moura"
"Total"null
Using Siglata · saving Orders, Invoiced, Returned, Net sales, Average ticket, and % of totalUsed Siglata · saved Orders, Invoiced, Returned, Net sales, Average ticket, and % of total in 13 records

September closed at R$120,000.00 in net sales, from 48 orders by 12 customers, with an average ticket of R$2,500.00. Mercado Aurora Azul bought 21% of the total. I saved v9 of the sales control, with tabs by customer and by salesperson.

Controle_de_vendas_2026.xlsxv8 to v9SavedPrevious version kept
Ask anythingSiglata
The September by customer table in Siglata, 13 records.
RowCustomerSalespersonOrdersInvoicedReturnedNet salesAverage ticket% of total
1Mercado Aurora AzulRafael Moura—7—25,800.00—600.00—25,200.00—3,600.00—21.0%
2Empório LumaraTânia Lopes—6—16,800.00—0.00—16,800.00—2,800.00—14.0%
3Casa do GrãoRafael Moura—4—13,200.00—0.00—13,200.00—3,300.00—11.0%
4Padaria Serra ClaraSérgio Paiva—6—12,240.00—240.00—12,000.00—2,000.00—10.0%
5Mercado Vila NovaTânia Lopes—4—10,800.00—0.00—10,800.00—2,700.00—9.0%
6Padaria Trigo BomSérgio Paiva—4—9,600.00—0.00—9,600.00—2,400.00—8.0%
7Hortifrúti Bom DiaTânia Lopes—3—8,400.00—0.00—8,400.00—2,800.00—7.0%
8Adega CentralRafael Moura—3—7,200.00—0.00—7,200.00—2,400.00—6.0%
9Café da PraçaSérgio Paiva—4—6,360.00—360.00—6,000.00—1,500.00—5.0%
10Mercearia Dona InêsTânia Lopes—3—4,800.00—0.00—4,800.00—1,600.00—4.0%
11Padaria SolSérgio Paiva—2—3,600.00—0.00—3,600.00—1,800.00—3.0%
12Quitanda VerdeRafael Moura—2—2,400.00—0.00—2,400.00—1,200.00—2.0%
13Total——48—121,200.00—1,200.00—120,000.00—2,500.00—100.0%

Every number with its source

Tap a net sales amount to see the orders in the sum, the return subtracted and the row of every number in the export.

The September by customer table in Siglata, 13 records.
RowCustomerSalespersonOrdersInvoicedReturnedNet salesAverage ticket% of total
1Mercado Aurora AzulRafael Moura—7—25,800.00—600.00—25,200.00—3,600.00—21.0%
2Empório LumaraTânia Lopes—6—16,800.00—0.00—16,800.00—2,800.00—14.0%
3Casa do GrãoRafael Moura—4—13,200.00—0.00—13,200.00—3,300.00—11.0%
4Padaria Serra ClaraSérgio Paiva—6—12,240.00—240.00—12,000.00—2,000.00—10.0%
5Mercado Vila NovaTânia Lopes—4—10,800.00—0.00—10,800.00—2,700.00—9.0%
6Padaria Trigo BomSérgio Paiva—4—9,600.00—0.00—9,600.00—2,400.00—8.0%
7Hortifrúti Bom DiaTânia Lopes—3—8,400.00—0.00—8,400.00—2,800.00—7.0%
8Adega CentralRafael Moura—3—7,200.00—0.00—7,200.00—2,400.00—6.0%
9Café da PraçaSérgio Paiva—4—6,360.00—360.00—6,000.00—1,500.00—5.0%
10Mercearia Dona InêsTânia Lopes—3—4,800.00—0.00—4,800.00—1,600.00—4.0%
11Padaria SolSérgio Paiva—2—3,600.00—0.00—3,600.00—1,800.00—3.0%
12Quitanda VerdeRafael Moura—2—2,400.00—0.00—2,400.00—1,200.00—2.0%
13Total——48—121,200.00—1,200.00—120,000.00—2,500.00—100.0%

Mercado Aurora Azul · Net sales R$25,200.00

Orders invoiced to the customer from Sep 1 to Sep 30: 7, adding up to R$25,800.00.
Return in the month: invoice 1188, R$600.00.
Net sales: 25,800 − 600 = R$25,200.00.
Average ticket: 25,200 ÷ 7 = R$3,600.00.
% of total: 25,200 ÷ 120,000 = 21.0%.
  • Vendas_ERP_setembro.csvv1 to · 41 Sale rows for customer Mercado Aurora Azul, 7 orders, Sep 2 to Sep 29 · sum: R$25,800.00
  • Vendas_ERP_setembro.csvv1 to · Row 512 · Type: Return · Invoice: 1188 · Customer: Mercado Aurora Azul · Line total: R$600.00
  • Controle_de_vendas to · (company skill) · item 2: net sales are invoiced sales minus the month's returns, and a sale counts on the invoice date, not the payment date

    September's largest customer, with 21% of net sales. The R$600.00 return comes off the invoiced amount, so the average ticket uses R$25,200.00.

    Controle_de_vendas_2026.xlsxv8 to v9Saved
    Customer · Net sales · Average ticket · % of total
    CustomerNet salesAverage ticket% of total
    Mercado Aurora Azul25,800 − 600 = 25,20025,200 ÷ 7 = 3,60025,200 ÷ 120,000 = 21.0%
    Empório Lumara16,800 − 0 = 16,80016,800 ÷ 6 = 2,80014.0%
    Casa do Grão13,200 − 0 = 13,20013,200 ÷ 4 = 3,30011.0%
    Padaria Serra Clara12,240 − 240 = 12,00012,000 ÷ 6 = 2,00010.0%
    Mercado Vila Nova10,800 − 0 = 10,80010,800 ÷ 4 = 2,7009.0%
    Padaria Trigo Bom9,600 − 0 = 9,6009,600 ÷ 4 = 2,4008.0%
    Hortifrúti Bom Dia8,400 − 0 = 8,4008,400 ÷ 3 = 2,8007.0%
    Adega Central7,200 − 0 = 7,2007,200 ÷ 3 = 2,4006.0%
    Café da Praça6,360 − 360 = 6,0006,000 ÷ 4 = 1,5005.0%
    Mercearia Dona Inês4,800 − 0 = 4,8004,800 ÷ 3 = 1,6004.0%
    Padaria Sol3,600 − 0 = 3,6003,600 ÷ 2 = 1,8003.0%
    Quitanda Verde2,400 − 0 = 2,4002,400 ÷ 2 = 1,2002.0%
    Total121,200 − 1,200 = 120,000120,000 ÷ 48 = 2,500100.0%
    Salesperson · Customers · Orders · Net sales · Average ticket · % of total
    SalespersonCustomersOrdersNet salesAverage ticket% of total
    Rafael Moura47 + 4 + 3 + 2 = 1625,200 + 13,200 + 7,200 + 2,400 = 48,000.0048,000 ÷ 16 = 3,000.0040.0%
    Tânia Lopes46 + 4 + 3 + 3 = 1616,800 + 10,800 + 8,400 + 4,800 = 40,800.0040,800 ÷ 16 = 2,550.0034.0%
    Sérgio Paiva46 + 4 + 4 + 2 = 1612,000 + 9,600 + 6,000 + 3,600 = 31,200.0031,200 ÷ 16 = 1,950.0026.0%
    Download the example (.xlsx)

    Illustrative data.

    What counts as a sale is written down

    Whether a sale counts on the invoice date or the payment date, and how returns and cancelled orders count, live in a company skill. Each person works with their own access, and every change stays in the history, with the previous version kept.

    Who accesses what

    RowPersonInventoryPurchasingFinance
    1You AdminCan editCan editCan edit
    2Marcos Purchasing
    3Renata Finance
    4Rodrigo Sales

    Click a level to change it. Each person's ChatGPT, Codex or Claude Code follows that person's access.

    Today's activity

    Controle_de_vendas_2026.xlsxv9 to
    1. M

      September closed at R$120,000.00 in net sales, from 48 orders by 12 customers, with an average ticket of R$2,500.00. Mercado Aurora Azul bought 21% of the total. I saved v9 of the sales control, with tabs by customer and by salesperson.

    Frequently asked questions

    • Which ChatGPT does it work in?

      ChatGPT Business and Enterprise: an admin enables Siglata once for the team. On Pro, Siglata is read-only, in developer mode. On Plus and Free, it doesn't work in ChatGPT on the web. In Codex, each person connects it, on every plan that includes Codex.

    • Does it work with my ERP?

      Two ways: with the ERP's exports, as spreadsheets or CSV, and in the ERP's own pages, like Bling: your AI signs in to the portal with the login you or the company connected, reads lists and tables, clicks, fills in and posts, without seeing the password. The sales export by customer, salesperson and product works the same way, as a spreadsheet or CSV.

    • How do I make a sales control spreadsheet?

      One row per item sold, with date, order, customer, salesperson, product, quantity and amount. Net sales are invoiced sales minus returns, the average ticket is net sales divided by the number of orders, and each customer, salesperson or product gets its own sum. Those rows already exist in the ERP's sales export; your AI reads the export and does the sums, with nothing typed again.

    • How can I track sales in Excel?

      In Excel, the sums per customer come from a pivot table or SUMIFS over the sales rows. The spreadsheet your AI saves is an .xlsx file: it opens in Excel with tabs by customer and by salesperson, and each month goes in as a new version, with the earlier ones kept.

    Want to see it with your company's sales?

    We'll show it with your ERP's sales export, in a WhatsApp conversation.