Turn Your CSV Into a Working Business Dashboard
CSV is how most spreadsheets leave the nest. If you can export clients, jobs, or tasks to CSV, you can preview them as a ClientPlot workspace: records, due dates, and a daily view, not a grid you have to filter again.
CSV is the common export
Excel, Google Sheets, Monday, and Asana can all dump a table to CSV. That file is usually enough to stop rebuilding your book of work by hand. ClientPlot reads the header row, guesses the mapping, and lets you fix it.
Preview before you commit
You will see how many clients, open jobs, deadlines, and people the file contained. Nothing is stored for anonymous uploads. Create an account only when you want to keep the dashboard.
Still not a reporting layer
A CSV-to-dashboard search often means charts. This is the other kind of dashboard: the one you open on Monday to see who needs a follow-up and what is due.
More than charts
ClientPlot isn't a BI dashboard that simply graphs your spreadsheet. It turns the information you're already tracking into a workspace you can manage day to day.
Analytics dashboard
- Charts
- Graphs
- Reports
ClientPlot
- Clients
- Jobs
- Tasks
- Due dates
- Schedules
- Follow-ups
- Assignments
- Calendar
- Team workflow
How it works
Three steps. No board to configure, and we do not claim a magic model is reading your business.
- Step 1
Upload your spreadsheet
Import Excel or CSV. We read the file in your browser and do not keep anonymous uploads.
- Step 2
ClientPlot organizes it
We identify clients, jobs, projects, tasks, dates, assignments, and other useful fields. If we are unsure, you map the columns.
- Step 3
Work from your dashboard
Manage the information from ClientPlot instead of constantly filtering spreadsheet rows.
Frequently asked questions
What encoding should the CSV use?
UTF-8 is ideal. If names look garbled, re-export from Excel or Sheets as CSV UTF-8 and try again.
Does the first row have to be headers?
Usually. If your file has a title row, you can pick the real header row during import.
Can I paste CSV instead of uploading?
Upload the file on the import page, or start from a template. Pasting CSV is not supported.