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KPI report from a spreadsheet

Turns a CSV or XLSX export into a one-page PDF with charts, three takeaways and an editable XLSX.

What you get

PDFXLSX

Starts from the CSV or XLSX export.

What it asks

  • Which period does the report cover?Sets the headline numbers and what they are compared with.
  • Who will read it?Leadership, the team or a client. Changes the tone and the detail.
  • Anything to highlight?A launch, a campaign or a one-off you want explained.

Works with

No apps needed

How it runs

  1. 1Answer its questionsThe flow asks only what changes the result, before anything runs.
  2. 2UniDeck does the workThe instructions, the model and the tools are set for this job.
  3. 3Get the resultDownload the file or keep refining it in the chat.

It starts with

Make a one-page KPI report from the attached export. Lead with the headline numbers and how they changed, add two charts, and end with three takeaways. Attach the report as a PDF and the cleaned data as an XLSX.