Build a sales dashboard
by asking for it.
Skip the drag-and-drop builder. Describe the sales dashboard you want in plain English — weekly summary, KPI tiles, revenue by channel, pipeline, SKU margin — and Tablize builds it from your live data. Then it keeps running: refreshing on a schedule, mailing you a weekly report, and watching for the numbers that matter.
Ask a question, get a dashboard
Here is a real exchange: one plain-English question, a concrete answer with your numbers, and a Keep bar to turn it into something that stays.
Give me a sales summary for this week vs last week, and my top SKUs by margin.
Revenue is $48,210 this week, up +12% WoW. Orders and average order value both rose. Direct is carrying the growth; paid social slipped.
| Top SKU | Units | Revenue | Margin |
|---|---|---|---|
| Merino Crew — Charcoal | 184 | $11,040 | 61% |
| Trail Runner 2.0 | 96 | $8,640 | 54% |
| Everyday Tote | 141 | $6,345 | 58% |
| Wool Beanie | 203 | $4,060 | 66% |
Revenue by channel: Direct $21,140 · Email $9,880 · Organic search $8,760 · Paid social $8,430
The numbers are illustrative — yours come from the file or database you connect. Connect Stripe for live payments, or ask for the SQL behind a tile and Tablize shows the query — see natural-language SQL.
Connect, ask, keep
Connect
Drop in a CSV or Excel export, or connect Postgres, MySQL, Shopify, or Stripe. The agent reads your columns and figures out the schema.
Ask
"Show revenue by channel this quarter." "Which SKUs have the best margin?" The agent writes the SQL, runs it, and charts the answer.
Keep
Save the answer as a dashboard, schedule a weekly report, or set a Watch that pings you when a KPI crosses a line.
What Tablize keeps running
A sales dashboard is only useful if it stays current. Tablize turns each answer into an asset that runs on its own — no rebuilding it every Monday.
KPI tiles for revenue, orders, AOV, and pipeline that refresh on a schedule — always showing this week's numbers.
Browse dashboard templates →The Monday summary — revenue vs last week, top SKUs, channel mix — reruns and lands in your inbox automatically.
See report templates →"Alert me if daily revenue drops 20% below trend." The agent checks on a schedule and messages you when it trips.
Connect Shopify →Questions you can ask about sales
- "Summarize sales this week vs last week."
- "Which channel drove the most revenue this month?"
- "Rank my SKUs by gross margin, not just revenue."
- "What's my average order value trend since January?"
- "Show me the pipeline by stage and expected close."
- "Which customers spent the most this quarter?"
Selling online? The ecommerce dashboard ties orders, ad spend, and refunds together. Prefer to write the query yourself? See natural-language SQL or start from a template.
Frequently asked
What should a sales dashboard include?
A useful sales dashboard shows a few KPI tiles up top — revenue this period, week-over-week change, orders, and average order value — then the breakdowns you actually act on: revenue by channel, top SKUs by margin, and open pipeline. With Tablize you describe the tiles you want in plain English and the agent builds them from your live data, so the dashboard reflects your numbers, not a fixed template.
Can I build a sales dashboard from a CSV?
Yes. Drop in a CSV or Excel export of your orders and ask "build a sales dashboard from this file." The agent infers the columns, computes the KPIs, and draws the charts. When you outgrow files, point Tablize at your Postgres or MySQL database and ask the same way — see chat with your database.
How do I get a weekly sales report automatically?
Ask your sales question once, then click "Run weekly" in the Keep bar. Tablize reruns the analysis every Monday on the latest data and delivers the report — no manual refresh. Weekly scheduling is available on Plus and above.
What is a sales KPI dashboard?
A sales KPI dashboard tracks the metrics you steer by — revenue, growth rate, orders, average order value, conversion, and pipeline — as live tiles rather than a spreadsheet you rebuild each week. In Tablize the tiles refresh on a schedule and you can attach a Watch that pings you when a KPI crosses a threshold.
Can Tablize alert me when sales drop?
Yes. Set a Watch — for example "alert me if daily revenue falls more than 20% below the trailing 7-day average." The agent checks on a schedule and messages you when the condition trips, so you catch a bad week while you can still do something about it. Watches are available from Plus (3 Watches) and unlimited on Pro.
Build a sales dashboard in a minute.
Connect a file or your database, ask one question, and get your first answer in under 60 seconds — free, on your own data.