Upload your sales data Excel file and instantly get interactive charts, KPIs, and insights — powered by FINEXA, running entirely in your browser.
Your FINEXA engagement manager shares this secure page link via email.
Export the standard sales/profit report as .xlsx from QuickBooks, Xero, or any ERP.
Drag & drop or browse to upload. Dashboard builds automatically in seconds — all in-browser.
Slice by year, category, state. See trends, top performers, and loss-makers at a glance.
Export filtered summaries and share back with your FINEXA advisor for strategic review.
This dashboard runs entirely in your browser. Your file is never uploaded to any server — complete data privacy, guaranteed by FINEXA.
All processing happens locally in your browser. No data leaves your device — ever.
Charts and KPIs generate in under 2 seconds regardless of file size (tested up to 50,000 rows).
Works with any .xlsx export from QuickBooks, Xero, Sage, NetSuite, or custom Excel models.
Open the link in any browser on any device — desktop, tablet, or mobile. No plugins required.
Drag & drop your .xlsx file here, or click the button below to browse. Expected columns: Order Date, Customer Name, State, Category, Sub-Category, Sales, Quantity, Profit, Month, Year.
Not sure about the format?
Contains 50 sample rows showing the exact column format required
| Order Date ↕ | Customer ↕ | State ↕ | Category ↕ | Sub-Category ↕ | Sales ($) ↕ | Qty ↕ | Profit ($) ↕ |
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