Start from the CSV
This guide uses a handful of the sample's columns: customer, invoice, due_date, amount, status, overdue_range, collection_owner.
Template examples
How to design your Accounts Receivable dashboard, widget by widget.
A receivables dashboard pairs a total with a narrower filtered total, then ranks and cross-tabs by customer. Here’s how those cards come together, built using the real Accounts Receivable 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 counted
amount → OutstandingChartA date or category column, plus a measure
due_date + amount → trendMatrixTwo category columns and one measure
customer + status + amountRankingA category column and a measure, ranked
customer + amount → top customersDetail tableWhichever columns people need to inspect
all 12 columns, sortable and filterableTwo 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 Receivable
Sum everything except one value: Outstanding
Add widget → KPI. Value column: amount. Calculation: sum. Format: currency. Filter: status is not Paid - the "not equal" operator excludes one value instead of matching one.
Narrow the same total: Overdue
Same Value column and Calculation - swap the filter to status is Overdue. A tighter "equals" filter instead of "not equal."
Rank customers by what they owe
Add widget → Ranking. Rank by: customer. Value: amount. Calculation: sum. Format: currency. Show top: 8.
See every customer’s status mix
Add widget → Matrix. Rows: customer. Columns: status. Value: amount. Calculation: sum. Format: currency. Shown here for 4 of the 8 customers.
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 customer.
Common mistakes to avoid
- Only numbers add up.Sum and average work on numeric columns only - customer, status, and collection_owner can be counted or grouped, not summed.
- Format doesn’t follow automatically.Choosing "sum" doesn’t switch the card to currency by itself. "Outstanding" needed Format set to currency explicitly.
- Winner picks a group, not a plain total."Largest Customer" doesn’t sum every invoice - it groups by customer and shows whichever one has the highest total billed amount.
See it built