One-Click Dashboard

Sometimes, you don't need a conversation—you just need the answers at a glance. The Excel To Dashboard engine is designed for visual-first professionals who want to turn complex tables into interactive KPI hubs instantly.

1. The Goal

Skip the manual chart-building process and go straight to the insights:

• Visual Summaries: Automatically identify key metrics and visualize them in professional charts.
• Instant KPI Cards: See your totals (Revenue, Units, Profit) in high-impact summary cards at the top.
• Meeting-Ready Views: A clean, organized layout designed for screenshots or live presentations.

2. One-Step Execution

Step 1: Select the Engine

On the sidebar, switch to the Excel To Dashboard engine.

Step 2: Upload & Go

Simply drop your spreadsheet into the drop zone. Excelmatic will scan your columns and build a custom dashboard for you in seconds.

Step 3: Refine with Plain Language

Want to see the data differently? Just tell the AI what to change.

Recommended Command:

Show me the distribution of revenue by Sales Manager and add a KPI card for the average Profit Margin across all product lines.
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3. Why This Works for You

• The "Wow" Factor: Transform a boring CSV into a colorful, professional dashboard that impresses stakeholders.
• Dynamic Interactivity: Hover over charts to see specific data points without clicking through cells.
• No Design Skills Needed: AI handles the layout, colors, and chart selection so you can focus on the business decisions.

Next Step: Learn how the experts use Excelmatic in Use Cases by Role.