See Your Business Clearly and Share It Easily

Most small businesses track monthly sales and revenue with a line chart, sales by product, location or channel with a bar chart, and expenses by category with a donut chart. A cash flow waterfall chart shows how money moved in and out over a period, and a budget vs actual chart compares planned spending with real spending.

Upload your Excel or CSV file to InstaCharts, or paste the data in. Numbers, currencies and dates are detected automatically, and recommended charts are set up for your data right away. Pick the chart you want, adjust the colors and titles, then share or export it.

List each month's inflows and outflows in a sheet, create a bar chart and turn it into a waterfall in the Chart Options panel. Each bar rises or drops from the running total, so you can see which months added to your balance and which months drew it down. The cash flow waterfall chart maker includes a ready made example to start from.

Put your budget and actual amounts side by side in a sheet and create a grouped bar chart, with one bar for the budget and one for the actual amount in each month or category. The budget vs actual chart maker includes an example to start from, and you can switch to lines or areas with one click.

Yes. Combine sales charts, KPI widgets, data tables and text widgets into one dashboard using data from one spreadsheet or several. Arrange widgets with drag and drop, pick a theme such as Executive, or describe the dashboard you want and let AI add the widgets for you.

A KPI widget shows a headline number, such as monthly revenue or orders, in large, easy to read text. You enter the value and label and can add an icon, a color and a trend such as +12% vs last month. KPI widgets hold the values you enter, while chart and data table widgets update from your sheets.

Yes. Add slicers to the dashboard header for columns such as location, product or sales rep. Pick values from a list or set a date range, and every chart and data table built from that sheet updates to show only the matching rows.

Yes. Dashboards are responsive, so they display well on phones, tablets and desktops. Open your dashboard in a mobile browser to check your numbers from the shop floor, a client visit or on the road.

Yes. Connect a Google Sheet or Google Drive file and your charts stay connected to it. Paid plans can sync on a schedule, hourly, daily, weekly, monthly or whenever the original file changes, and free accounts can run 5 manual syncs a day. You can also update a sheet with a newer Excel or CSV export to overwrite the data or add new rows.

Yes. Use the InstaCharts "Add Data Row" action in Zapier to send new payments from Stripe, or new deals and contacts from HubSpot or Salesforce, into an InstaCharts sheet. Every chart and dashboard built on that sheet updates as the data arrives.

Share a chart with a public link that anyone can open without an account, or export it as a PDF or PowerPoint file for an investor update. Paid workspaces include up to 5 free viewers, so you can give your accountant, advisor or investors read-only access to your charts and sheets.

Yes. Invite teammates to your workspace as Editors, who create and edit charts and sheets, or Admins, who also manage members and settings. Paid plans can share dashboards with everyone in the workspace, with specific people or publicly with a link.

Yes. Use the InstaCharts "Get Chart Image" action in Zapier with a schedule trigger. Zapier renders your chart as an image and posts it to Slack or Microsoft Teams, or emails it to your team every day, week or month.

Create a bar chart of sales by product and use the Limit Items setting to show only the top 5 or top 10 products. Sort the chart by value to rank them from highest to lowest, and turn on horizontal bars to fit long product names.

Yes. Choose currency, percentages, abbreviated numbers such as 1.2k and 3.4m, or accounting style negatives for each axis. Set the number and currency locale so separators and currency symbols match your country.

Yes. Add your logo to any chart with an image annotation. Paid plans can also add a logo to the dashboard header, save brand colors to the workspace and upload shared images for the whole team to use.

The free plan lets you create, share and export charts with up to 500 rows of data per sheet. Paid plans start at $10 per user per month, remove the row limit and the watermark, and add scheduled syncing, dashboard sharing and up to 5 free viewers per workspace.