1. Load your Excel file
Drag your file here, or .
Expected input: your sales export as .xlsx (same columns as your usual template). No file handy? Load the sample dataset below.
2. Filters
From
to
Top 10 clients by revenue
Click a bar to drill into a client.
Detail
What this tool does, and the assumptions made:
- Reading the file: the tool opens the workbook's first sheet and automatically locates the header row (the one containing the
Clientcolumn). The summary block above the header and the empty formula rows at the bottom of the template are ignored. - Rows taken into account: a row only counts if the
Clientcolumn is filled. A row whoseRevenueis missing or non-numeric (e.g.#VALUE!) is kept but flagged as an anomaly and excluded from the totals. - Total revenue = sum of the
Revenuecolumn over the filtered rows. - Total margin = sum of the
Margincolumn over the filtered rows. - Margin rate = Total margin ÷ Total revenue (recomputed over the filtered selection, not an average of per-row rates).
- Top 10 clients: rows are grouped by
Client, revenue is summed per client, then sorted from largest to smallest. - Client filter: via the dropdown or by clicking a bar in the chart. The client's orders appear on the right (Order, Item, Revenue, Margin, Rate).
- Period filter (order date). The tool automatically locates the date column: first a column whose header contains "date" (e.g.
Order Date), otherwise any column whose values are mostly dates. Recognized formats: Excel dates, day-firstDD/MM/YYYYand ISOYYYY-MM-DD. Filtering then uses a date range (From → To), pre-filled with the file's first and last dates. A row without a readable date is excluded as soon as a bound is set (and flagged). If no date column is found, the tool falls back to a year estimated from the first two digits of the order number, clearly flagged as an estimate. - No data is modified or sent: the tool opens the file read-only; every computation happens in your browser.