Template examples

How to design your Accounts Payable dashboard, widget by widget.

A payables dashboard mirrors receivables - a total, a narrower total, and a ranking and cross-tab by supplier. Here’s how those cards come together, built using the real Accounts Payable template.

The building blocks

Five widget types cover almost every dashboard. Each one needs a specific shape of column.

KPIOne numeric column, summed, averaged, or countedamount → Total Payable

ChartA date or category column, plus a measuredue_date + amount → trend

MatrixTwo category columns and one measuresupplier + status + amount

RankingA category column and a measure, rankedsupplier + amount → top suppliers

Detail tableWhichever columns people need to inspectall 12 columns, sortable and filterable

Two ways to build every widget

Point and click

Add widget → pick a type → fill in Title, Value column, Calculation, and Format → Review → Add widget. Three steps, and every field has a default to start from.

Describe it

Type what you want in plain English. This is the faster path for anything the point-and-click form doesn't have a field for yet - like a second, smaller comparison number on a KPI.

Worked example: Accounts Payable

Start from the CSV

This guide uses a handful of the sample's columns: supplier, invoice, due_date, amount, status, payment_priority, department.

Sum everything except one value: Total Payable

Add widget → KPI. Value column: amount. Calculation: sum. Format: currency. Filter: status is not Paid.

Narrow the same total: Overdue

Same Value column and Calculation - swap the filter to status is Overdue.

Rank suppliers by what’s owed

Add widget → Ranking. Rank by: supplier. Value: amount. Calculation: sum. Format: currency. Show top: 7.

See every supplier’s status mix

Add widget → Matrix. Rows: supplier. Columns: status. Value: amount. Calculation: sum. Format: currency. Shown here for 4 of the 7 suppliers.

	Overdue	Paid	Scheduled
BrightAds Agency	$4,000	$3,600	$6,800
CloudHost	$0	$2,080	$17,600
Facilities Plus	$3,880	$3,640	$16,760

All Records: click View for the complete record

Every row in the All Records table has a View button that opens the complete record - every column, right away, no setup required.

A richer version - a proper title and subtitle instead of "Record 1", a few summary numbers, and a section listing every other row sharing the same value in one column - happens automatically. While your dashboard is being designed, csv.design looks for a stable identifier column and wires the connection up on its own.

Here it matches on supplier.

Record details

Facilities Plus · AP-50207

Overdue · Critical

Amount3,880

Due Date2026-07-26

Days Overdue79

All fields 4 moreFind a field or valueTable orderA to Z

Supplier: Facilities Plus
Invoice: AP-50207
Status: Overdue
Department: Operations

Bills for this supplier

7 records

Due	Amount	Status	Department
2026-07-26	3,880	Overdue	Operations
2026-06-05	2,720	Scheduled	Operations
2026-04-02	4,560	Scheduled	Operations
2026-06-10	2,880	Paid	Operations
2026-07-19	3,920	Scheduled	Operations

Common mistakes to avoid

Only numbers add up.Sum and average work on numeric columns only - supplier, status, and department can be counted or grouped, not summed.
Format doesn’t follow automatically.Choosing "sum" doesn’t switch the card to currency by itself. "Total Payable" needed Format set to currency explicitly.
Winner picks a group, not a plain total."Largest Supplier" doesn’t sum every bill - it groups by supplier and shows whichever one has the highest total amount.

See it built

Open the finished Accounts Payable template.

Try free preview See the live template