ExcelInsightExcelInsight
Dashboard templates

Free finance reporting dashboard

ExcelInsight gives finance teams a clean, reportable dashboard in seconds. Upload your monthly P&L, budget vs actual, cash flow or AR aging Excel and ExcelInsight will turn it into themed charts and PDF-ready report pages.

Built for monthly reporting cadence

Finance dashboards live and die by the monthly close cycle. ExcelInsight is purpose-built for that cadence: upload the latest file, refresh the dashboard, export the PDF for the board pack. No formulas to maintain, no broken templates.

Privacy you can defend

Finance data should never be uploaded to a random web tool. ExcelInsight is client-side end to end — your P&L stays on your machine, and you can demonstrate that to your CFO and your security team.

Try it with your own file

No signup, no upload to a server. Open ExcelInsight, drop your Excel or CSV file, and get a dashboard in seconds.

Frequently asked questions

Can I report budget vs actual?

Yes. Include both budget and actual numeric columns and ExcelInsight will draw them as a multi-series bar or line chart, side by side.

Is ExcelInsight free?

Yes. ExcelInsight is completely free with no signup, no subscription, and no usage limits. Upload as many Excel or CSV files as you like.

Is my data private?

Yes. Files are processed entirely in your browser using client-side JavaScript. Nothing is uploaded to a server, which makes it safe for confidential financial, sales, HR and operational data.

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