Sales template

SaaS sales overview

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

Expected CSV columns

Your sample CSV and each later actual CSV use these column names.

order_date
region
country
segment
product
plan_tier
channel
sales_rep
units
unit_price
revenue
discount_pct
cost
margin
status
deal_stage
renewal
customer_since

Live example

Built from the sample CSV below - filter it, sort it, open records.

Open full screen Download the sample CSV How it was designed

Test it on your computer first

Buying gets you a template built from your own CSV, but the exported file itself works the same way every time. Download a real sample dashboard and its CSV below and open them on your machine before you buy - if it renders here, your purchased template will too. The HTML file needs that CSV to test reloading it; it isn't a standalone file on its own.

HTMLStandardSharper charts at any zoomRecommended for normal browsers HTMLCorporate-compatibleSimpler, more compatible chartsRecommended for locked-down browsers CSVSample dataData used in the live example above