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.
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 CRMChoose a fileDownload a blank templateWhat your file should containColumn names must match. Extra columns are ignored, missing ones just leave a card blank.6 columnsColumnKindorder_dateDateregionTextproductTextColumnKindstatusTextamountNumbersales_repTextv20261022.03 · generated 22 Oct 2026, 14:05 UTC
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 dashboardDrag your CSV file hereExported from Excel, Google Sheets, or your CRMChoose a fileorders-october.csvorders-november.csvnotes.txtOpenReview and export
The dashboard appears. Filter it, then use Export for a PDF or JPG.
Sales overviewChange fileExport ▾▸ FiltersSearch all columns…Total sales32,550Sales per month
Next month: open the same file and choose the new CSV.