AI Reporting for Your Sales Data
Reports that explain what is happening in your sales, so your team spends less time reading numbers and more time acting on them. They work with your existing data, whether it lives in Excel, Power BI or a database.
Numbers are not the problem. Time is.
Most teams already have their sales data in Excel, Power BI or a database. What they lack is the time to go through it every day, spot what has changed and understand why. We add an AI layer on top of your existing data and reports that does that first pass for you.
What you get
Automatic summaries
Every report comes with a short written overview of the key numbers and what has changed since the last period.
Anomaly alerts
Unusual days in sales or returns are flagged automatically, together with the factors that most likely caused them.
Key drivers
See which customers, products, regions or sales reps are driving growth or decline.
Smart business measures
Ready-made indicators such as customer health score, churn risk and plan achievement, built into your data model.
Ask the analyst
An AI assistant that answers questions about your data in plain language, in English or Serbian.
Delivered where you work
The AI report arrives by email, in Microsoft Teams or Slack, as a PDF, or directly in your Excel or Power BI dashboard, daily or weekly.
Who it is for
Distributors, manufacturers, FMCG, retail and wholesale companies that track sales regularly. Small and mid-sized teams, and managers who need a quick answer to “what is happening in my sales?”
What it is
Saves hours of manual analysis every week
Highlights what would otherwise go unnoticed
Works with your existing data and reports
What it is not
A replacement for an experienced sales director
A tool for long-term strategic forecasting
Magic: it is an automated analytical brief for your team
How we work
1. Review
We review your data sources and current reports, in Excel, Power BI or a database.
2. Model upgrade
We add the missing dimensions and smart measures.
3. AI layer
We set up summaries, alerts, key drivers and the AI analyst.
4. Delivery and support
We set up delivery by email, chat or dashboard, train your team and support you after launch.
Frequently asked questions
Do I need Power BI?
No. We work with the tools you already use: Excel, Power BI or a database. If you use Power BI, the AI layer is added to your existing reports.
Do I need additional licences?
Usually not. The AI analyst and automatic reports use an account with an AI service, which we set up for you.
Does it work in Serbian?
Yes. Reports, summaries and the AI analyst work in Serbian or English.
How much data do I need?
We need at least 24 months of history. That is the minimum for reliable trends, seasonality and alerts.
See it on sample data
Book a 30-minute demo. We will show the solution on sample data, discuss your current reporting and suggest the best next step.
Optimus Analytica
Business analytics, automation and AI
info@optimusanalytica.com
+381 60 493 0440
© 2026 Optimus Analytica. All rights reserved.
Dunavski kej 48, Belgrade