Import Data

Upload your company's sales CSV to populate all dashboards with your real data

Required CSV Format

Your file needs these columns — column order doesn't matter, names are case-insensitive

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ColumnRequiredExample valuesNotes
dateYes2024-01-15Any standard date format (YYYY-MM-DD recommended)
order_idNoORD-001Auto-generated if missing
customer_idNoC-001Used for segmentation & cohort analysis
customer_nameNoSarah MitchellShown in recent orders table
productYesDell XPS 15 LaptopProduct name — top products ranked by revenue
categoryYesElectronicsGroups into category charts
amountYes1299.99Order total in any currency (numbers only)
channelNoonline / in-storeSales channel breakdown
regionNoNortheastRegional revenue breakdown
statusNocompleted / returnedReturned orders are tracked separately

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