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) • Year (2024) • Product (was Memo) • Client (was Name) • Supplier (was Account) • Qty • Sales Price • AmountDate column uses day+month name format (e.g., 2-Jan, 15-Mar) combined with Year column | Channel assigned per client in 🏷️ Channels tab
Transaction Preview
No data imported yet
Upload a CSV file to view your financial transactions
Import data to generate reports
🏷️ Channel Assignment
Assign sales channels to clients for tracking and reporting. Channels are automatically applied during CSV import.
Loading channel assignment interface...
All Transactions
No data imported yet
📊 Total Targets
✅ Achieved
⚠️ At Risk
🔴 Behind
💰 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
📊 Statistical Analysis
Descriptive Statistics
Load sales data to see statistics
Trend Analysis
Seasonality Index
Moving Averages
Anomaly Detection
Load data to detect anomalies