Finance teams and accountants working from P&L exports, budgets, cash flow forecasts and invoices. If your P&L export lives in a spreadsheet, VibeFactory turns it into a customer analytics dashboard you can share as a link, with active customers, new vs returning, retention rate on one page.
Active customers, retention and satisfaction from your customer list. Every element is generated from your own column names and values, so the labels match your spreadsheet, not a generic template.
Finance teams usually keep this data in one of these files. Any of them can be the source.
Column names do not have to match. One header row, one value per cell, and no totals row at the bottom is all that matters.
One header row and one value per cell is enough. A customer analytics dashboard works best with columns like customer id, signup or first purchase date, segment or plan. Extra columns are fine; the AI ignores what it does not need.
Upload an Excel, CSV or JSON file (up to 20 MB) for a one-off dashboard, or connect a Google Sheet so the dashboard shows current data every time it is opened. Uploading is free and nothing is sent to an AI model until you click Create.
Optional, but it helps. For example: "Customer Analytics Dashboard for our finance team. Show customers by segment and cohort retention, and highlight active customers and revenue and gross margin." You can also start from a template so your data lands in a layout you have already seen.
Generation takes 30 to 60 seconds. You get KPI cards, charts and a sortable table built from your real columns. On a subscription you can keep refining it with plain-language edits, such as changing a chart type or adding a filter.
The dashboard is online at its own address the moment it is generated. Send the link, embed it in an intranet page, or add a password on a paid plan so only your team can open it.
The dashboard reads the sheet every time it is opened. Update the P&L export and the dashboard is current on the next load. No re-uploads. Also works with Excel files stored on Google Drive.
How live dashboards work →Upload Excel, CSV or JSON up to 20 MB. Good for a month-end report or a one-time analysis. Rebuild it with next month's file by using the dashboard as a template.
Quick start guide →Step-by-step tutorial
KPI dashboard examples for every industry
About a minute. Upload the file or connect the sheet, click Create, and the dashboard is online at its own link within 30 to 60 seconds.
Usually not. Keep one header row and one value per cell, and remove any totals row at the bottom. A customer analytics dashboard typically uses columns such as customer id, signup or first purchase date, segment or plan, activity or spend, status. If your P&L export has different column names, that is fine; the AI reads what is there.
Yes, if you connect a Google Sheet or an Excel file stored on Google Drive. The dashboard reads the sheet every time it is opened, so it always shows the current revenue and gross margin. An uploaded file produces a one-off dashboard; to refresh it with next month's export, use the existing dashboard as a template and upload the new file.
Your file is stored encrypted and deleted as soon as the dashboard is live. The AI model receives column names, a small sample of rows and summary statistics, never the whole file, and it is not used for training. Dashboards are public by link by default; on paid plans you can make a dashboard private with a password. Details are on our "How we handle your data" page.
A single dashboard costs $0.99 and stays online for 30 days. The Starter plan is $10 per month for unlimited live dashboards that stay online, password protection, team sharing and editing with prompts.
Yes. Anyone with the link can open the dashboard; they do not need a VibeFactory account. Paid plans can add a password, and can give teammates access to edit the dashboard.
More detail in the docs: How we handle your data and Plans and credits.
Single dashboard for $0.99, or unlimited live dashboards from $10 per month.
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