Business Dashboards for Clearer, Faster Decisions
Turn Excel, CSV or API data into KPI dashboards for sales, finance and operations, with charts and detailed tables.
Smart Report helps you monitor sales, finance and operational performance in one place without rebuilding reports every time your data changes.
No SQL queries or programming are required when working with Excel and CSV files.
6-month free trial. No credit card required. Free access automatically extends until paid plans become available.
Send Data in the Way That Fits Your Workflow
Upload an Excel or CSV file or send data through the API. Once received, the data is immediately available in connected reports and dashboards.
Excel
Manually upload a prepared Excel file with preview and validation.
CSV
Manually upload a CSV file into the same controlled data structure.
API
Send approved data from a business system when the active plan includes API access.
Received data is immediately available to reports, charts, KPI metrics, and dashboards.
Important metrics are often scattered across separate files
When revenue, expenses, targets, and sales performance live in different tables, users spend time finding the latest version and comparing figures manually.
What You Can Track in a Business Dashboard
Keep the operational and financial indicators that matter to your team in one focused view.
Revenue and sales performance
Track sales targets and performance by region or product.
Gross profit, margin and expenses
Monitor EBITDA and compare budget against actual results.
Receivables and operational KPIs
Bring accounts receivable and other operational indicators into the same dashboard.
From Data to Dashboard in a Few Steps
Import data, open the analysis, and add a successfully executed view directly to a personal dashboard.
Import your data
Upload an Excel or CSV file or send data through the API.
Build your view
For an imported file, choose Analyze in the table preview, prepare a result, and choose Add to dashboard.
Work with updated data
When you import a new Excel or CSV file or send data through the API, the received data is immediately available in connected views.
A dashboard that stays connected to analysis
When Smart Report receives new data, each connected item uses it according to its saved configuration.
- KPI cards, charts, tables, and pivot items
- Drag-and-drop, resizing, and responsive layout
- Personal default dashboard and duplication
- Fullscreen mode and keyboard layout alternatives
A business performance overview
Show revenue, expenses, profit, invoice count, and target achievement on one dashboard. A period filter can update all connected items at once.
Less searching and a faster understanding of current performance
Key metrics and their context stay in one view that can become your personal home dashboard.
See Real Sales and Financial Dashboard Examples
Explore two concrete demo examples showing how Smart Report can combine KPIs, charts, pivot views and detailed tables into a focused workspace for regular business performance monitoring.
Sales Dashboard
A practical example covering revenue, gross profit, pipeline, sales targets, regions, products and opportunities.
View Sales Dashboard ExampleFinancial Dashboard
A practical example covering revenue, expenses, EBITDA, budget, cash flow and accounts receivable.
View Financial Dashboard ExampleMove from Excel reports and pivots to regular monitoring
Import reliable data, choose Analyze, and add the executed view to a personal dashboard. Save view is for reopening the analysis later.
Answers before you get started
What is a business dashboard?
A business dashboard brings key performance indicators, charts, pivot analyses and detailed tables together in one view.
What data sources can Smart Report use?
Smart Report can receive data from Excel and CSV imports or through a configured API integration.
Can I create a dashboard from an Excel file?
Yes. Import an Excel file, choose Analyze in the table preview, then Add to dashboard. Saving the view first is optional.
What happens when I import a new Excel or CSV file?
When you import a new Excel or CSV file or send data through the API, the received data is immediately available in connected views.
Do I need programming skills to use Smart Report?
No. Excel and CSV import, report views and dashboards require no SQL queries or programming. API submission requires an integration to be configured.
How can I try Smart Report?
Register your company to start a 6-month trial, with no credit card required. Free access automatically extends until paid plans become available.