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IT Finance

Import Data

Import CSV files to use your own data instead of demo data. Data is stored locally in your browser.

How it works

Uploaded data is parsed in the browser and saved to localStorage. Nothing is sent to a server. Once imported, the dashboard uses your data in place of the built-in demo data. Clearing a data type reverts that section back to demo data.

Invoices

Purchase invoices with vendor, amount, status, and cost category.

Drag & drop your CSV file

or click to browse

Expected columns

date / invoiceDatevendor / vendorNameamount / totalAmountExcludingTaxstatuscompany / companyNamecategory / costCategory

Budget

Monthly budget vs. actual figures per cost category.

Drag & drop your CSV file

or click to browse

Expected columns

categorymonthbudget / budgetAmountactual / actualAmount

Devices

Managed device inventory from Intune or another MDM.

Drag & drop your CSV file

or click to browse

Expected columns

deviceNamemodelmanufacturerserialNumberosVersionenrolledDateTime / enrolled_datecomplianceState / complianceassignedUser

Licenses

Microsoft 365 or other license inventory with utilisation and pricing.

Drag & drop your CSV file

or click to browse

Expected columns

skuPartNumber / skudisplayName / nameprepaidUnits / prepaidconsumedUnits / consumedpricePerUser / price

Download Templates

Starter CSV files with the correct headers and a few sample rows.

Clear All Imported Data

Remove all imported data and revert the dashboard to demo data.