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ClientPlot

Import your spreadsheet

Upload Excel or CSV. We'll show the sheets and values we can read reliably, then you can create a dashboard. Files from visitors who are not signed in stay in this browser tab only.

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How it works

Three steps. No board to configure, and we do not claim a magic model is reading your business.

  1. Step 1

    Upload your spreadsheet

    Import Excel or CSV. We read the file in your browser and do not keep anonymous uploads.

  2. 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.

  3. Step 3

    Work from your dashboard

    Manage the information from ClientPlot instead of constantly filtering spreadsheet rows.