Drag and drop CSV or Excel files
| Product | Revenue | Units | Margin |
|---|---|---|---|
Load sales data to see top products | |||
| Customer | Revenue | Orders | Tier |
|---|---|---|---|
Load sales data to see top customers | |||
| SKU | Product Name | Category | Revenue | Units Sold | Avg Price | Margin % |
|---|---|---|---|---|---|---|
Load product catalog and sales data to see performance metrics | ||||||
| Account | Company | Tier | Lifetime Revenue | Total Orders | Avg Order Value | Region | Last Order |
|---|---|---|---|---|---|---|---|
Load customer accounts data to see breakdown | |||||||
| Rep | Region | Revenue | Quota | Attainment % | Deals Closed | Avg Deal Size | Win Rate |
|---|---|---|---|---|---|---|---|
Load sales data to see rep performance | |||||||
Comprehensive Excel workbook with KPI summary, monthly trends, product mix, and customer breakdown.
Flexible report builder. Define date ranges, segments, and metrics for a tailored export.
Deep dive into product performance — revenue contribution, margin analysis, category breakdown.
Account health scores, churn risk indicators, tier migration, and engagement metrics.