Upload an Excel or CSV file: DocBrisk checks it, suggests the KPIs and charts that matter, answers questions in plain English and builds a click-to-filter dashboard with projections and insights. Build your own KPIs and charts field by field, add Excel-style formula columns, heatmaps and 80/20 Pareto charts. Download it as a live Excel dashboard, PowerPoint, HTML, PDF, PNG or a Power BI / Looker Studio kit.
Upload any spreadsheet with a header row: sales, invoices, expenses, HR, inventory, leads or marks. DocBrisk reads every column, works out what it means (dates, amounts, quantities, regions, products, people, statuses) and suggests KPIs and charts: totals and averages, growth against the previous month, profit and margin when revenue and cost are present, target achievement, completion rates, monthly trends, breakdowns by region or channel, and top-10 rankings. Tick what you want, or type a question in plain English (for example: top 5 products by profit in 2026, region wise units, monthly revenue trend for South) and the chart appears. Click any bar, slice or point to filter the whole dashboard; change any chart's type, size and order. A data health check flags blanks, duplicates, typos and unusual values, trend charts show a three-period projection, and the insights call out growth, year-on-year change, unusual months and 80/20 concentration. Pick the currency and Indian or international number style, save the design, and next month's file gets the same dashboard automatically. Download it as a PowerPoint with editable charts too. Build your own KPIs and charts field by field (total, average, median, lowest, highest, unique count, % of rows, A minus B, A ÷ B, margin) with filters and date ranges, add Excel-style formula columns such as [Revenue] - [Cost] or IF([Status] = "Paid", [Amount], 0), and use heatmaps and 80/20 Pareto charts. The Excel dashboard uses live formulas and native charts over a Data sheet, so it updates when you paste new data. The HTML dashboard is one file with working filters. The Power BI kit has clean data, DAX measures, a date table, a theme and a build guide; the Looker Studio kit has calculated fields and a guide. Everything runs in your browser.
For monthly MIS reports, sales reviews, management dashboards, and starting a Power BI or Looker Studio report from a spreadsheet.
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Yes. Title rows, merged or three-row headers, months, quarters or dates across the columns, section headings (North Region, South Region), Tally and trial balance exports with group and total rows, attendance registers with P/A/L codes, Google Forms surveys (with NPS), GST registers, headers repeated after page breaks, P&L statements, pivot-table exports, bank statements, values in lakhs or crores and one sheet per month are all recognised and reshaped by rules, and the page lists what was changed.
Yes. In Build your own, pick the calculation (total, average, median, lowest, highest, count, unique count, % of rows with a value, A minus B, A ÷ B, A as % of B or margin), split it by any column or over time, add filters and a date range, and show it as a KPI card, line, column, bar, donut, stacked, heatmap, Pareto (80/20) or table. A live preview shows the exact result before you add it.
Yes. Add a calculated column such as [Revenue] - [Cost], [Profit] / [Revenue] * 100, IF([Status] = "Paid", [Amount], 0) or DAYS([Delivered], [Ordered]). Typos are caught with a suggestion, the column works in every chart and download, and a saved design re-creates it on next month's file.
No. Every column, KPI and answer is worked out by exact rules in your browser, so the same file always gives the same numbers and nothing is sent anywhere.
Any .xlsx, .xls or .csv with a header row and one row per record: sales, invoices, expenses, attendance, leads, stock or marks. A title block above the header row is fine.
Yes. The KPI cards and charts are formulas over the Data sheet, so when you paste new rows and recalculate, every number and chart updates.
Yes. The Power BI kit has clean data, DAX measures, a theme file and a step-by-step build guide; the Looker Studio kit has the data, calculated fields and a guide.
Yes. Type a question such as "top 5 products by profit in 2026" or "monthly sales trend for South" and the chart is added to the dashboard. Questions are answered on your device.
HTML, PDF and PNG are free. Excel, PowerPoint and the Power BI / Looker Studio kits are part of DocBrisk Pro, and every free account can try them 3 times.
No. The file is read and the dashboard is built inside your browser.
No. Excel Dashboard Maker runs as JavaScript inside your own browser tab. Your file is read from your device into browser memory and the result is saved back as a download, so nothing is transmitted.