TableDI Tools

Dashboard generator

Sales Dashboard from CSV

Turn a sales CSV into an interactive dashboard: revenue trends, top regions and reps. Upload or paste your pipeline export — free, private, no account.

  • Free
  • No signup
  • Private — in browser
  • Instant

Your data

No signup, no watermark. The preview on the right uses real sample data — run it, then download.

Result · 30 rows

Total Revenue
$1,219,300.00
Total Deals
231
Avg Monthly Revenue
$1,219,300.00
Revenue Trend
0125k250k375k500k2024-012024-022024-032024-042024-052024-06revenue · 2024-01: $151,100.00revenue · 2024-02: $171,500.00revenue · 2024-03: $175,900.00revenue · 2024-04: $225,700.00revenue · 2024-05: $228,200.00revenue · 2024-06: $266,900.00
Revenue by Region
0250k500k750k1MEastWestCentralrevenue · East: $525,400.00revenue · West: $504,400.00revenue · Central: $189,500.00
Top Reps
0125k250k375k500kAliceBobCarolDanEverevenue · Alice: $301,700.00revenue · Bob: $241,400.00revenue · Carol: $189,500.00revenue · Dan: $223,700.00revenue · Eve: $263,000.00
Monthly Breakdown
Monthrevenuedeals
2024-01$151,100.0030
2024-02$171,500.0033
2024-03$175,900.0035
2024-04$225,700.0041
2024-05$228,200.0043
2024-06$266,900.0049

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How it works

From your data to a result in four steps

  1. 01
    Paste or upload a CSV

    Drop a file or paste rows directly — nothing is uploaded to a server.

  2. 02
    Columns are detected

    Dates, numbers and categories are inferred from your headers automatically.

  3. 03
    A dashboard renders

    Sensible KPIs and charts appear instantly; swap metrics or change the group-by.

  4. 04
    Keep it live (optional)

    Graduate to connect the source and refresh the dashboard on a schedule.

Keep going

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FAQ

Frequently asked questions

How do I turn a CSV into a sales dashboard?
Paste or upload your sales CSV above. The tool auto-detects columns (dates, regions, revenue), aggregates them, and renders KPIs and charts instantly — no formulas or setup required.
Is my sales data uploaded to a server?
No. The dashboard is generated entirely in your browser. Your CSV never leaves your device, which makes it safe for confidential pipeline data.
What columns does it expect?
Any tabular export works. For the richest dashboard, include a date/month column, one or more category columns (region, rep, product) and a numeric revenue column.
Can I keep it updated automatically?
Yes — save it to a TableDI workspace and connect the source so the dashboard refreshes on a schedule and can be shared or emailed to your team.