--- title: Know how much each customer bought this month. description: Your AI reads the ERP's sales export and saves the sales control spreadsheet by customer and salesperson, with the source of every number. language: en-US canonical: https://www.siglata.com/en-US/trabalhos/controle-de-vendas --- # Know how much each customer bought this month. Canonical: https://www.siglata.com/en-US/trabalhos/controle-de-vendas Your AI reads the ERP's sales export and saves the sales control by customer and salesperson, with the source of every number. ## 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. ## 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. ## 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. ## 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. 1. 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. 2. 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. 3. 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. 4. 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. | Customer | Salesperson | Orders | Invoiced | Returned | Net sales | Average ticket | % of total | | --- | --- | --- | --- | --- | --- | --- | --- | | Mercado Aurora Azul | Rafael Moura | 7 | 25,800.00 | 600.00 | 25,200.00 | 3,600.00 | 21.0% | | Empório Lumara | Tânia Lopes | 6 | 16,800.00 | 0.00 | 16,800.00 | 2,800.00 | 14.0% | | Casa do Grão | Rafael Moura | 4 | 13,200.00 | 0.00 | 13,200.00 | 3,300.00 | 11.0% | | Padaria Serra Clara | Sérgio Paiva | 6 | 12,240.00 | 240.00 | 12,000.00 | 2,000.00 | 10.0% | | Mercado Vila Nova | Tânia Lopes | 4 | 10,800.00 | 0.00 | 10,800.00 | 2,700.00 | 9.0% | | Padaria Trigo Bom | Sérgio Paiva | 4 | 9,600.00 | 0.00 | 9,600.00 | 2,400.00 | 8.0% | | Hortifrúti Bom Dia | Tânia Lopes | 3 | 8,400.00 | 0.00 | 8,400.00 | 2,800.00 | 7.0% | | Adega Central | Rafael Moura | 3 | 7,200.00 | 0.00 | 7,200.00 | 2,400.00 | 6.0% | | Café da Praça | Sérgio Paiva | 4 | 6,360.00 | 360.00 | 6,000.00 | 1,500.00 | 5.0% | | Mercearia Dona Inês | Tânia Lopes | 3 | 4,800.00 | 0.00 | 4,800.00 | 1,600.00 | 4.0% | | Padaria Sol | Sérgio Paiva | 2 | 3,600.00 | 0.00 | 3,600.00 | 1,800.00 | 3.0% | | Quitanda Verde | Rafael Moura | 2 | 2,400.00 | 0.00 | 2,400.00 | 1,200.00 | 2.0% | | Total | — | 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.csv v1: 41 Sale rows for customer Mercado Aurora Azul, 7 orders, Sep 2 to Sep 29 · sum: R$25,800.00 Vendas_ERP_setembro.csv v1: Row 512 · Type: Return · Invoice: 1188 · Customer: Mercado Aurora Azul · Line total: R$600.00 Controle_de_vendas : (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.xlsx v8 to v9 Customer · Net sales · Average ticket · % of total | Customer | Net sales | Average ticket | % of total | | --- | --- | --- | --- | | Mercado Aurora Azul | 25,800 − 600 = 25,200 | 25,200 ÷ 7 = 3,600 | 25,200 ÷ 120,000 = 21.0% | | Empório Lumara | 16,800 − 0 = 16,800 | 16,800 ÷ 6 = 2,800 | 14.0% | | Casa do Grão | 13,200 − 0 = 13,200 | 13,200 ÷ 4 = 3,300 | 11.0% | | Padaria Serra Clara | 12,240 − 240 = 12,000 | 12,000 ÷ 6 = 2,000 | 10.0% | | Mercado Vila Nova | 10,800 − 0 = 10,800 | 10,800 ÷ 4 = 2,700 | 9.0% | | Padaria Trigo Bom | 9,600 − 0 = 9,600 | 9,600 ÷ 4 = 2,400 | 8.0% | | Hortifrúti Bom Dia | 8,400 − 0 = 8,400 | 8,400 ÷ 3 = 2,800 | 7.0% | | Adega Central | 7,200 − 0 = 7,200 | 7,200 ÷ 3 = 2,400 | 6.0% | | Café da Praça | 6,360 − 360 = 6,000 | 6,000 ÷ 4 = 1,500 | 5.0% | | Mercearia Dona Inês | 4,800 − 0 = 4,800 | 4,800 ÷ 3 = 1,600 | 4.0% | | Padaria Sol | 3,600 − 0 = 3,600 | 3,600 ÷ 2 = 1,800 | 3.0% | | Quitanda Verde | 2,400 − 0 = 2,400 | 2,400 ÷ 2 = 1,200 | 2.0% | | Total | 121,200 − 1,200 = 120,000 | 120,000 ÷ 48 = 2,500 | 100.0% | Salesperson · Customers · Orders · Net sales · Average ticket · % of total | Salesperson | Customers | Orders | Net sales | Average ticket | % of total | | --- | --- | --- | --- | --- | --- | | Rafael Moura | 4 | 7 + 4 + 3 + 2 = 16 | 25,200 + 13,200 + 7,200 + 2,400 = 48,000.00 | 48,000 ÷ 16 = 3,000.00 | 40.0% | | Tânia Lopes | 4 | 6 + 4 + 3 + 3 = 16 | 16,800 + 10,800 + 8,400 + 4,800 = 40,800.00 | 40,800 ÷ 16 = 2,550.00 | 34.0% | | Sérgio Paiva | 4 | 6 + 4 + 4 + 2 = 16 | 12,000 + 9,600 + 6,000 + 3,600 = 31,200.00 | 31,200 ÷ 16 = 1,950.00 | 26.0% | [Download the example (.xlsx)](https://www.siglata.com/en-US/trabalhos/controle-de-vendas/planilha.xlsx) Illustrative data. ## 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. [Let's talk](https://wa.me/5516991184410?text=Hi!%20I'd%20like%20to%20see%20sales%20control%20with%20Siglata.)