ExcelInsight gives you a working sales dashboard the moment you upload a sales spreadsheet — pipeline by stage, revenue over time, top accounts, rep performance, and deal counts. No template downloads, no formulas, no XLSX templates to maintain.
ExcelInsight inspects your columns and assembles the most useful views for sales data automatically. Typical files include Stage, Amount, Owner, Account, Close Date and ARR — ExcelInsight builds a default dashboard around them.
Export your pipeline from Salesforce, HubSpot, Pipedrive or Close as CSV. Drop the file into ExcelInsight. Edit the dashboard layout if needed. Export to PDF and send to your sales leader. Repeat next week.
No signup, no upload to a server. Open ExcelInsight, drop your Excel or CSV file, and get a dashboard in seconds.
No. ExcelInsight reads the raw export from most CRMs as-is. The cleaner your column headers, the better the auto-suggested charts.
Yes. ExcelInsight is completely free with no signup, no subscription, and no usage limits. Upload as many Excel or CSV files as you like.
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.
ExcelInsight