Spreadsheet to dashboard

Turn any Excel or CSV file into a dashboard

Drop in a spreadsheet and get KPIs, charts, filters and a breakdown table built from your own rows. Every figure is calculated from the file, never estimated, so the totals match the ones you would work out by hand.

CTRON Loop dashboard with total sales, profit, discounts and units, and bar charts of sales by segment and profit by country
Built from the Financial sample workbook on the try page
Photo by Carlos Muza on Unsplash

What changes

Stop rebuilding it by hand.

The usual way

  • Build a pivot table, then rebuild it when the file changes
  • Pick chart types and fix axis ranges by hand
  • Paste a screenshot into an email and hope nobody asks a follow-up

With CTRON Loop

  • Upload the file and ask for the view in plain words
  • KPIs, charts and a breakdown table appear together
  • Share a live, read-only link and answer questions on the spot
Two people reviewing notes beside their laptopsPhoto by Scott Graham on Unsplash

Before the meeting

Walk in with the numbers already checked.

Every total on the dashboard is worked out from the rows in your file, so when someone asks where a figure came from, the answer is one click away. Filter by any column in the room, answer the follow-up on the spot, and send a read-only link afterwards.

What you get

Everything you need, from one file.

Numbers you can defend

Totals, averages and counts are calculated from every row of the file, so they reconcile with your spreadsheet to the penny.

A dashboard, not a chart

Headline KPIs, trends, rankings, filters and a breakdown table, laid out together and ready to present.

Messy exports welcome

Title rows above the header, totals rows at the bottom and multi-sheet workbooks are read correctly without you tidying them first.

Ask it anything

Type a question about the dashboard and get a plain-English answer grounded in the figures on screen.

How to do it

4 steps. Plain English throughout.

No formulas, no templates to set up. Describe what you need the way you would to a colleague.

  1. Add your spreadsheet

    Upload a CSV or Excel file, or open one of the ready-made samples if you want to see a result before using your own data.

  2. Say what you want to see

    Name the measure, the grouping and the period. Mention anything to leave out, such as cancelled orders or internal accounts.

    Try typingRevenue by month and region, plus order count. Exclude refunds.

  3. Read the result

    Your KPIs, charts and breakdown table appear together. Use the filters to slice by any column and compare one total against your file to see it match.

  4. Share it or reuse it

    Publish a read-only link that can be revoked or set to expire. On Pro, save the whole thing as a Loop and rebuild it on next month's file in one click.

Worked example

Try it on a real sales file

The ecommerce orders sample has one row per order with date, product, category, channel, region, units and order value. Open it and ask for order value by month and channel.

Build a dashboard from a sample

No account, no card, no API key.

  • Total order value, units and average order value as headline KPIs
  • A monthly trend you can split by channel
  • The regions and products driving the total, ranked

Questions

Good to know.

Can I turn an Excel file into a dashboard without building pivot tables?

Yes. Upload the file and describe the view you want. CTRON Loop reads the rows, works out the measures and groupings, and builds the KPIs, charts and breakdown table for you.

Are the dashboard numbers accurate?

Every figure is calculated directly from the rows in your file, not estimated or written by a language model. You can check any total against your spreadsheet and it will match.

Which file types work?

CSV and Excel (.xlsx) files, including workbooks with several sheets and exports that have title rows above the real header.

Do I need an account to try it?

No. The try page builds dashboards from your own file or a sample with no account, card or API key. A free account lets you keep working within the Free plan allowance.

Can I share the dashboard?

Yes. Publish a read-only link that you can revoke or set to expire. Viewers see the calculated figures, never the underlying rows.

Do it once. Run it again in one click.

Bring the file behind your next recurring task and see a real result in the next few minutes.

Build a dashboard from a sample No account, no card, no API key.