Turn Spreadsheets into Professional Dashboards & Reports
Upload your Excel or CSV file. Like a personal data analyst, get automated KPI metric cards, interactive charts, multi-dimension filters, pivot breakdown tables, and executive reports.
Action Notice
Upload Your Spreadsheet
Select an Excel (.xlsx, .xls) or CSV file. We'll automatically identify numeric columns, dates, categories, and generate dashboard charts.
Drag & drop your Excel or CSV file here, or browse files
Supports .xlsx, .xls, .csv up to 25MB • Free tier limit: 200 rows
Inspecting column schemas, statistical bounds & generating insights...
Don't have a spreadsheet handy?
Test the entire dashboard engine instantly with our pre-loaded Retail Sales & Performance dataset.
Dataset Inspection & Column Mapping
Review detected column data types. You can rename labels or exclude irrelevant columns before building your dashboard.
Column Definitions & Type Mapping Auto-detected from records
| Include | Original Header | Dashboard Label | Detected Data Type | Sample Values |
|---|---|---|---|---|
Spreadsheet Data Sample (Top 10 Rows)
Choose a Dashboard Template
Select a pre-built layout tailored to your data, or start with custom analytics.
Sales & Revenue
Auto-generates Total Revenue, Order Volume, AOV, monthly revenue trend line, category breakdown bar, and share donut.
Inventory & Stock
Total active SKUs, unit stock levels, warehouse distribution, and stock level variance bar charts.
Customer & Client CRM
Unique client count, average customer spend, retention metrics, acquisition timeline, and tier distribution.
Employee & HR Overview
Headcount distribution, department staffing breakdown, compensation ranges, and recruitment growth.
Financial Summary
Gross figures, operating expenses, margin percentages, and monthly profit-and-loss comparative area curves.
Custom Blank Builder
Start with a clean slate. Manually add KPI cards, choose exact metrics, line/bar/donut charts, and customize every dimension.
Analyst Slicers & Dynamic Filters
Filter all KPIs, charts, and breakdown tables simultaneously in real time.
No custom rule conditions added yet. Click "+ Add Condition" to filter records using draggable relational rules.
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Dimension ()
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Sum ()
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Average
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Count
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% Share
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| No matching records found for this filter. | ||||
Your Dashboard Canvas is Empty
Click "Add Chart", "Add KPI", or "Add Custom Table" above to build your dashboard.
Category Breakdown & Share of Volume
Aggregated metrics grouped by .
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Segment / Category
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Sum Total ()
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Average
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Records Count
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% Share of Volume
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Status |
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| No segments match your filter criteria. | |||||
| Grand Total | 100.0% | — | |||
Granular Records Explorer
Click column headers to sort records. Filtered down to entries.
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| No records match your search query. |
Export polished PDF report, spreadsheet workbook, or share a live interactive dashboard link.
Your Shareable Interactive Dashboard is Live!
| Dimension () | Sum Total | Average | Count | % Share |
|---|---|---|---|---|
Executive Segment Breakdown
| Segment | Sum Total | Average | Records | % Share |
|---|---|---|---|---|
Custom Branding & Details
Add Custom Table Widget
Multi-Table & Sheet Join Builder
Combine multiple datasets or Excel sheets using relational key conditions.
Dashboard Saved Successfully!
How Dashboard Generator Works
From raw tabular records to boardroom-ready interactive reports in less than 30 seconds.
Upload Spreadsheet
Drop your Excel file (.xlsx, .xls) or CSV. Our engine parses the headers, identifies date timestamps, currency numbers, and categories.
Select Template & Customize
Choose Sales, HR, Finance, Inventory, or CRM templates. Reorder KPI cards, pick custom chart types, and filter by any dimension on the fly.
Export & Share
Download a professional executive PDF report, export an aggregated Excel workbook, or generate a private interactive web link for clients.
Tailored for Every Business Discipline
Empowering non-technical operators to build professional analytics without complicated BI software.
E-Commerce & Retail
Analyze Shopify, Amazon, and WooCommerce order export CSVs. Track AOV, return rates, best-selling SKUs, and peak buying times.
Agencies & Consultants
Generate monthly client performance reports and interactive web dashboards without spending hours manually stitching charts together.
Finance & Bookkeeping
Transform QuickBooks, Xero, and bank ledger exports into visual profit-and-loss summaries, expense distributions, and cash flow trends.
Operations & HR
Visualize employee census datasets, salary bands, regional headcount distributions, and hiring progress in clean presentation formats.
Engineered for Accuracy & Speed
Everything you need to deliver clean, trustworthy business intelligence.
Zero-Formula Simplicity
No VLOOKUP, INDEX-MATCH, or pivot table errors. Our backend analyzes rows automatically and performs groupings instantly.
Smart Schema Detection
Detects dates across formats (YYYY-MM-DD, MM/DD/YYYY, Excel serial numbers), currency symbols, integer counts, and text strings.
High-Resolution PDF Reports
Download a styled executive PDF document designed for executive briefings, stakeholder meetings, and client deliveries.
100% Confidential & Secure
Your data is never sold, indexed by public search engines, or used to train machine learning models. Shared links use random cryptographic tokens.
Real-Time Global Slicers
Filter all cards and charts dynamically by category, region, or timeframe without re-aggregating your source spreadsheet.
Ecosystem Integration
Part of pdfto.in's comprehensive document suite. Easily pair with CSV & Excel Compare and Excel to PDF.
Row Processing Capacity
Upgrade whenever your business datasets expand into larger operational scopes.
Free Tier
$0
For quick spreadsheet checks
- ✓ 200 rows per file
- ✓ Standard templates
- ✓ PDF & Excel export
Pro
Flexible
For independent professionals
- ✓ 1,000 rows per file
- ✓ All pre-built templates
- ✓ Custom blank builder
- ✓ PDF, Excel, CSV exports
Pro Plus
Power User
For growing teams & agencies
- ✓ 2,500 rows per file
- ✓ Unlimited widgets
- ✓ Public shareable web links
- ✓ Priority processing
Business
High Volume
For enterprise workbooks
- ✓ 10,000 rows per file
- ✓ Multi-sheet workbook support
- ✓ Commercial license
- ✓ Dedicated email support