Your sales spreadsheet changes every month. Your report shouldn't have to.
Turn sales and operational spreadsheets into a management report you can refresh each period — without rebuilding charts in Excel or slides.
See it in action
Turn sales and operational spreadsheets into a management report you can refresh each period — without rebuilding charts in Excel or slides.
Screenshot placeholder — replace with product capture
Benefits
No rebuild each month
Replace last month's file and review the same report.
Looks finished
Themes and layout stay consistent for your team or board.
Try without an account
Build one report from a spreadsheet before you sign up.
Example reports
Layouts you can start from today.
Monthly Sales
Revenue KPIs and a simple trend.
How it works
- 1
Upload this month's sheet
Excel or CSV from your till, shop or accounts tool.
- 2
Choose a layout
Sales or financial starter, then bind your columns.
- 3
Save the report
Keep the design for next month.
- 4
Update Data
Drop in the new file when the period closes.
Features
- Update Data
- Sales templates
- PNG & PDF export
- Free to start
Frequently asked questions
Related pages
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Common reports
- · Monthly sales
- · Operations summary
- · Cash snapshot
- · Owner pack
Key KPIs
- Revenue
- Orders
- Margin
- Top products
- Outstanding work