Import Financial Data
Upload CSV files to analyze. Data is stored locally in your browser.
Click to upload or drag and drop CSV files
Date (2-Jan format) โข Year (2024) โข Product (was Memo) โข Client (was Name) โข Supplier (was Account) โข Qty โข Sales Price โข AmountDate column uses day+month name format (e.g., 2-Jan, 15-Mar) combined with Year column | Channel assigned per client in ๐ท๏ธ Channels tab
๐ KPI Summary
๐ Top Clients by Region
Transaction Preview
No data imported yet
Upload a CSV file to view your financial transactions
Import data to generate reports
๐ท๏ธ Channel Assignment
Assign sales channels to clients for tracking and reporting. Channels are automatically applied during CSV import.
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All Transactions
No data imported yet
๐ Total Targets
โ Achieved
โ ๏ธ At Risk
๐ด Behind
๐ฐ Total Target Amount
No targets set yet
Click "Add Target" to create your first sales target
Import data to validate quality
Upload a CSV file to analyze data quality
Import data to view financial metrics
Upload a CSV file to calculate key financial ratios
Import data to analyze cash flow
Upload a CSV file to calculate runway and receivables aging
Import data to analyze tourism impact
Upload a CSV file to see how seasons and events affect your sales
Import data to analyze margins
Upload a CSV file to see margin analysis by region, channel, and customer
Import data to analyze customer lifetime value
Upload a CSV file to see CLV analysis, customer segmentation, and churn risk assessment
Import data to compare regional performance
Upload a CSV file with regional data (Country/Region column) to see cross-island comparison
Import data to run scenario analysis
Upload a CSV file to see baseline metrics and run what-if scenarios
Import data to analyze concentration risk
Upload a CSV file to see customer concentration metrics
๐ Statistical Analysis
Descriptive Statistics
Load sales data to see statistics
Trend Analysis
Seasonality Index
Moving Averages
Anomaly Detection
Load data to detect anomalies