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Build it once. Refresh it every month.

Turn any sales, marketing or finance export into a board-ready executive report. Next month, upload the new data and refresh in 30 seconds — your edits, layout and branding stay intact.

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Q3 Sales Performance

Generated from Salesforce export · updated 2m ago

Net Revenue
$142,800
+24.1%
Open Pipeline
$2.4M
+12.5%
Cost Per Lead
$38.20
-18.4%

Revenue vs target

Last 8 months
AI Insight

LinkedIn produced 23% lower CPL than Meta this month while pipeline contribution rose 18%. Shifting 15% of Meta spend could add ~42 leads.

Reads exports from your stack

SalesforceHubSpotLinkedIn AdsMeta AdsMailchimpZoom Webinars

How it works

From CSV chaos to clarity in 30 seconds

01

Upload raw export

Drop any CSV or XLSX from Salesforce, HubSpot, LinkedIn Ads, Meta, or Mailchimp.

02

AI analyzes & cleans

We detect schema, fix inconsistencies, and extract KPIs, trends, and anomalies.

03

Edit & share

Modular blocks let you resize, rearrange, regenerate, and ship to stakeholders.

AI Features

An analyst on every export

Smart KPI extraction

Detects revenue, pipeline, CPL, CTR, conversion automatically.

Trend detection

Surfaces anomalies and movement worth your attention.

Executive summaries

Plain-language insights ready for the leadership thread.

Chart recommendations

Picks the right visualization for each metric, automatically.

Before / After

Stop squinting at rows. Start seeing the story.

Raw exports are unreadable and impossible to present. We transform them into a visual narrative leadership actually understands.

  • Automatic data cleaning
  • Instant trend detection
  • Editable, modular blocks
  • Export-to-PDF ready
opp_id,account,owner,stage,amount,close_date
OPP-00132,Northwind,Sara C.,Negotiate,84000,2024-09-14
OPP-00133,Acme Robotics,Marcus H.,Proposal,56200,2024-09-22
OPP-00134,Helix Bio,Priya R.,Qualify,32500,2024-10-03
OPP-00135,Lumen & Co,Jordan P.,Negotiate,121000,2024-09-09
OPP-00136,Foundry Labs,Sara C.,Proposal,47800,2024-09-28

Pipeline by stage

$2.14M total
Pro
Qual
Prop
Neg
Won

Pricing

Simple pricing, premium output

One plan. Unlimited dashboards. Cancel anytime.

Pro

$79/month
14-day trial
  • Unlimited report uploads
  • All AI insight features
  • Unlimited modular blocks
  • PDF & PNG export
  • Custom branding
  • Priority support
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