Financial Dashboard

Get Started with Your Interactive Financial Dashboard

Follow these simple steps to visualize your financial data:

Step 1: Download the Template

Start by downloading our CSV template. This file contains the structure needed for the financial dashboard.

Step 2: Fill in Your Data

Open the template in Excel or any spreadsheet software and replace the sample data with your actual financial data. Save the file as CSV when done. Make sure to maintain the structure with Date, Transaction Type, Category, Amount, Description, Quarter, Client, and Budget.

Step 3: Upload Your File

Upload your completed CSV file to generate your interactive financial dashboard.