Connect Your Data
Move from the demo to your own CRM intelligence
Step 1 — Download the demo workbook
The demo is already fully populated. Download the Excel workbook, explore the five sheets, change values or add rows, save it, and reconnect it below.
🔐 Privacy-first: your selected Excel/CSV file is read in the browser. No server receives the selected file; only the small lead form details are sent to our Google Form.
Step 2 — Connect your modified file
Ready to use your own data?
For the full KPI experience, use the provided Excel workbook with its five sheets.
Your Excel/CSV is processed locally in your browser. It is not uploaded to our servers.
Current opportunity records: —
Current source: —
Opportunity columns: —
Step 3 — See the same KPI framework with your data
The Excel template contains:
| Sheet | Purpose | Example KPIs |
|---|---|---|
| Customers | Customer master and experience | Retention, churn, CSAT |
| Opportunities | Sales funnel | Pipeline, win rate, average deal size |
| Marketing | Campaign performance | Lead conversion, CPL, attribution, CTR |
| Service | Tickets/interactions | CSAT, response time, self-service |
| Financial | Recurring revenue/economics | MRR, MRR growth, interaction cost |
For the next release, we should add a visual column-mapping wizard so customers can use their own CRM field names without editing the template.