METRICBOARD / YOUR BUSINESS, CONNECTED

Your business.
In clear view.

Turn everyday numbers into your next smart move. Build a dashboard that tracks what matters—without a spreadsheet maze.

No account. No external services. Your data stays in this browser.

THE WORKSPACE

A bigger picture. Built by you.

0 saved periods · local

Start with your own numbers: add a period or import a CSV. No sample records are loaded. Monetary values use USD. Each row represents a non-overlapping period ending on its date.

Choose the format for the job: HTML for a standalone dashboard, Excel (.xlsx) for the active monthly table and KPI values, or PDF for a presentation-ready report. For PDF, choose “Save as PDF” in your browser’s print dialog. Use “Export all data” below for an editable CSV backup of every period; Excel files cannot be imported into this builder.

Add a period or import your CSV to get started. Previously saved work is restored from this browser.

Monthly pulseFILTERED PERIOD TOTALS

Add period data to inspect monthly values.

Select a month for detail. The data table below provides the same totals in text.

Month over monthREVENUE COMPARISON

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Comparing the last populated month with the previous calendar month.

Know the baseline

Growth = (current − previous) ÷ previous × 100. Missing or zero baselines are shown as unavailable, not as zero growth.

Both months use the active date filter. A partial month is not a complete-month forecast.

Add a periodMANUAL DATA ENTRY
USD

Use one row per day, week or month. Do not mix overlapping periods. Sales targets are units, not revenue.

Enter 0 where there was no activity. Converted visits cannot exceed eligible visits. An existing date is replaced, not duplicated.

Your next KPICUSTOM SNAPSHOT WIDGET

Add a manually maintained number. Custom snapshots do not change with the date filter.

Skip the retypingCSV IMPORT / EXPORT

UTF-8 CSV, up to 1 MB and 5,000 rows. Import merges by date; incoming rows replace matching dates. Validate your date filter afterward.

The template contains column headings only. Required header: date, revenue, expenses, sales, target, customers, visits, conversions. Use YYYY-MM-DD dates and plain numbers without currency symbols.

Behind the numbersMONTHLY TOTALS · ACTIVE FILTER
MonthRevenueExpensesProfitSales / targetNew customersConversion

Drag a widget by its header, or use its Move earlier / Move later buttons. Browser storage is not a backup; export important work. This is a planning tool, not accounting or tax software.

THE METRICBOARD PLAYBOOK

Less noise. Better decisions.

Five practical guides for a more useful dashboard.

01FINANCIAL CLARITY
Revenue − costs

Revenue & profit

Separate sales momentum from sustainable earnings. Track costs and understand what your profit number leaves out.

Follow the money
02COMMERCIAL MOMENTUM
Actual / target

Sales targets

Set a defensible target, measure attainment and avoid turning a partial month into a misleading forecast.

Track the goal
03CUSTOMER SIGNALS
People, not noise

Customers & conversion

Count customers consistently and calculate conversion with a denominator you can actually trust.

Understand the funnel
04PERFORMANCE OVER TIME
Month / month

Trends & charts

Choose useful comparisons, inspect monthly changes and make a chart explain rather than decorate.

See the direction
05YOUR OPERATING SYSTEM
Import → insight

Dashboard workflow

Define custom KPIs, prepare reliable CSVs and keep a portable record of the dashboard you build.

Build your routine

SMALL WORKSPACE. CLEAR BOUNDARIES.

Your numbers shouldn't need an account.

MetricBoard processes entries and CSV files on your device. There are no account systems, bank connections or analytics trackers in this build. Keep a CSV backup, download your active totals as an Excel workbook, or share the view as an HTML snapshot or a PDF saved through your browser.

A dashboard is only as useful as its definitions. Pick a reporting period, agree on what counts, and keep those choices consistent.

Understand local-first privacy →