Template · Sales

The sales dashboard, pre-assembled.

This template turns any sales export with a date, a product and an amount into a finished dashboard — revenue trend, top products, regional split and headline KPIs. Load it with sample data to see it, then drop your own file.

01 · The column contract

This template is a column contract.

No file to download, no software to install. Ship a CSV with these columns — exactly or approximately — and the dashboard assembles itself into this layout.

i. columns

Bring these columns

date · region · product · channel · units · unit_price · revenue

ii. drop

Drop the file

Column roles are detected automatically — money reads as money, dates as dates. One click re-roles anything it guesses wrong.

iii. adjust

Make it yours

Reorder or remove panels, add charts with the composer, click any category to cross-filter, then share or export.

02 · What you get

The panels in this template.

Loaded with the sample (or your file), the board assembles into:

  • 01

    Revenue KPI strip

    Revenue KPI strip with period totals

  • 02

    Revenue-over-time trend chart

    Revenue-over-time trend chart

  • 03

    Top products and

    Top products and regions as clickable breakdowns

  • 04

    Channel mix donut

    Channel mix donut

"Load the sample first — it's the fastest way to see whether this layout fits your data."
— how to evaluate any template
03 · FAQ

Sales Dashboard template questions.

How is this a 'template' if I just drop a CSV?
The template is the column contract: ship date, product, region and revenue columns and the dashboard assembles this exact layout. The sample shows the contract filled in.
Detection is fuzzy — Amount, Total, Sales or Revenue all read as the money column; any date-like column drives the trend. You can also override any column's role with one click.
Yes — reorder or remove panels, add your own charts with the Add-chart composer, and the layout persists in the link.
No. Everything is parsed and rendered in your browser; the file never leaves your machine.
Yes — save the dashboard as a PNG summary card, export any chart, or share a link that rebuilds the view.