Sales teams live in spreadsheets and CSVs, from tracking deal values to forecasting revenue. But digging through rows of data to answer questions like “What’s our pipeline worth this quarter?” or “Which region drives the most revenue?” takes time and manual effort.
With Tinkery, you can upload your sales pipeline spreadsheets directly into a project and instantly start asking AI-powered questions. In minutes, you’ll move from static files to insights that help you understand pipeline health, optimize deal flow, and spot revenue opportunities.
This guide shows you how to:
Use Tinkery’s Workbench to ask sales-focused questions
Visualize results and uncover takeaways you can act on
Exploring data in the Workbench
The Workbench is where you can ask questions about your sales pipeline and get instant insights. Just type your prompt in plain language, and Tinkery will return answers, visualizations, and summaries.
In case you are not sure on how to create a project in Tinkery, check out this article for a step-by-step process on how to create one.
In this example, we have connected with a data source that includes information about our deals, which can come from a CRM or a static file. Here are some prompts you can use with pipeline data:
Pipeline overview: See overall pipeline health and identify bottlenecks.
“What is the total value of all deals currently in the pipeline, and how does this compare to the number of deals at each stage?”
Monthly revenue trends: Track revenue performance month by month and visualize growth.
“Can you list the total deal value closed per month this year?”
“Now show this as a line chart.”
Regional performance: Compare territories and identify your strongest (or weakest) markets.
“What is the distribution of deals per region?”
“What region generates the highest revenue?”
Lead source analysis: Spot which acquisition channels drive the most revenue and whether they perform evenly across regions.
“Which lead source has contributed the highest total deal value, and how consistent is this trend across different regions?”
“Analyze the deal value from each lead source distribution across regions to observe the consistency of the trend.”
Enrich data information: Add missing contact information to your dataset anytime. “Filter fields where ‘region’ is empty, and then fill those with ‘other’.”
Why this matters: The Workbench eliminates guesswork and manual reporting. You get not only numbers, but also context and visualizations that can go straight into your sales reports.
Key takeaways
By uploading your sales pipeline spreadsheets into Tinkery, you can:
Instantly calculate total pipeline value and stage distribution.
Track closed revenue by month with charts.
Uncover which regions and lead sources are most profitable.
Get AI-generated summaries that make reporting easier.
Next Steps
Upload your sales pipeline CSV or Excel file into a new project.
Try prompts like the ones above to get deeper insights.
Use our AI Dashboard to keep key pipeline metrics at your fingertips and share them with your team.
Explore other guides on using Tinkery’s Workbench for analysis.