Example templates.

Eight report shapes, each with a live example dashboard, a sample CSV, and the columns it needs. Open one to see it working.

No CSV yet? The free preview includes a built-in sample CSV, so you can try the workflow before preparing your own.

People 4 templates

Track pipeline stages, requisitions, recruiter workload, hiring sources, locations, and cycle time.

Compare salaries, market position, experience, employment mix, roles, levels, locations, and departments.

Explore representation across teams, levels, employment, tenure, work arrangements, and promotions.

Review pay, bonus, representation, progression, performance, roles, grades, departments, and locations.

Monitor invoicing, payment terms, overdue aging, customer segments, regions, and collection ownership.

See obligations, aging, payment priorities, expense ownership, categories, and payment methods.

Review revenue, margin, pipeline, products, regions, channels, plans, discounts, renewals, and sales performance.

Follow pipeline value, weighted revenue, sales ownership, regions, segments, confidence, and close dates.

Start with a small sample you have checked. csv.design uses its columns and example rows to help design the right dashboard.