Use it with your CSV

Load your CSV and see your dashboard.

Open the template you downloaded and choose your real CSV. It never leaves your computer.

  1. Open the template

    Open the HTML file in a supported browser.

    Add your spreadsheet to see the dashboardEverything happens on your computer — the file you pick never leaves this page.
    Drag your CSV file hereExported from Excel, Google Sheets, or your CRM
    Choose a fileDownload a blank template
    What your file should containColumn names must match. Extra columns are ignored, missing ones just leave a card blank.
    6 columns
    ColumnKind
    order_dateDate
    regionText
    productText
    ColumnKind
    statusText
    amountNumber
    sales_repText

    v20261022.03 · generated 22 Oct 2026, 14:05 UTC

  2. Choose your CSV

    Select Choose a file, or drag the file onto the page. It needs the same columns as your sample.

    Add your spreadsheet to see the dashboard
    Drag your CSV file hereExported from Excel, Google Sheets, or your CRM
    Choose a file
    orders-october.csvorders-november.csvnotes.txtOpen
  3. Review and export

    The dashboard appears. Filter it, then use Export for a PDF or JPG.

    Sales overview
    Change fileExport ▾
    ▸ FiltersSearch all columns…
    Total sales32,550
    Sales per month

Next month: open the same file and choose the new CSV.