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AI dashboards with exact numbers

Turn data into dashboards in seconds.

Upload a spreadsheet, connect an API or plug in your points program, then describe the dashboard you need. The AI designs the charts. Every figure is calculated from every row, so nothing is estimated and nothing is made up.

  • No card needed
  • Every feature on every plan
  • Viewers are always free

DashVault turns a plain English request into a chart specification, then computes the chart from every row of the dataset. The model returns the plan; the engine returns the numbers.

The AI plans

It sees a small sample and a summary of your columns, then decides what to group, measure and compare. That is all it decides.

The engine calculates

Every value is computed from every row by the same deterministic code, in your browser or on the server. Totals reconcile with your source.

Your data stays put

The full dataset never goes to the AI. Credentials stay on the server, and a share link shows what you chose and nothing more.

01/How it works

Three steps, no spreadsheet gymnastics.

01

Bring your data

Upload a CSV or Excel workbook, connect a JSON API, or bring over the layout of a Power BI report. Saved connections keep credentials on the server.

sales.csvledger.xlsxGET /v1/points?page=report.pbix

02

Ask for what you need

Describe the dashboard in plain English, or upload a screenshot of one you already use. Refine it in conversation, or drag fields onto charts yourself.

› points by region, monthly

{ "groupBy": "region", "aggregation": "sum" }

03

Share it and keep it current

Send a link to one report or a whole dashboard, gated by email. Data refreshes on a schedule, filters apply across every chart, and exports match the screen.

email-gated linksscheduled refreshglobal filtersCSV · PDF · Excel

03/The engine

Don't take our word for it. Test it.

This panel runs DashVault's real calculation engine over a 48-row sample, right here in your browser. Change the chart spec and the same code that computes every DashVault dashboard recomputes.

playground · edit the specsame engine as the app

Group by

Measure

Aggregation

{
  "type": "bar",
  "groupBy": "region",
  "measure": "points",
  "aggregation": "sum",
  "sort": "desc"
}

Result

48 rows → 4 groups

Melbourne
9,540
Auckland
9,485
Perth
9,455
Sydney
8,635

4 groups computed. Total 37,115.

Same code path as the app: the spec runs through the calculation engine over every row, and the bars are its result. In DashVault the AI writes specs like this one. It never writes the numbers.

04/For points programs

Your points program, fully accounted for.

Connect a program on a supported platform once. DashVault pulls organisations, member profiles, points credits and debits, and website activity, then keeps six standing reports current, in points or in dollars.

Program Overview

Awards, redemptions and running balance, month over month.

Liability Forecast

Rolls the unspent balance forward and prices the breakage.

Rewards by User

Who earns what, ranked, filtered and exportable.

Awarded by User MoM

Every award as a member-by-month pivot table.

Redeemed by User MoM

The same pivot, for what flows back out.

Engagement

Sessions, active members and the pages they use most.

Flagship report

The forecast your finance team asks about

The Liability Forecast estimates monthly award volume and the redemption rate from your own history, rolls the unspent balance forward twelve months, and reports outstanding liability with present and projected breakage on a directly comparable basis.

unspent balancetodayprojected breakage

Also included

  • Redemptions workbook, exported to Excel
  • Leaderboards by person or branch
  • Profitability across programs
  • Client-funded float tracking
  • Scheduled insight emails

05/Sharing

Share the report, not the spreadsheet.

  • One link, one report

    A report link opens that report alone, starting on the filters you saved. No app navigation, nothing else to wander into.

  • Gated by email

    Each link has its own allowlist, and viewers sign in with a one-time email link. A link only goes public when you switch it to public.

  • Never quietly stale

    Shared reports move with your data. Links backed by a live API connection re-fetch and recalculate once their snapshot is a day old.

  • Exports that match the screen

    Downloads contain exactly what the filters show. No hidden rows, no surprise columns.

0%

of rows used in every calculation

0

figures written by the AI

0 days

free trial, no card needed

A$0

per viewer, on every plan

06/Pricing

Pay for editors. Viewers are free.

Unlimited viewers, projects and connections on every plan, and every feature on every plan. Start with a free trial, no card needed.

08/Questions

Questions people ask before they start.

How is DashVault different from asking a chatbot to analyse a spreadsheet?

A chatbot writes its answer as text, numbers included, so a total can sound plausible and still be wrong. In DashVault the AI only decides what each chart should show: what to group, what to measure and how to aggregate. The figures are calculated by a deterministic engine over every row, so they reconcile with your source every time.

What data can I bring?

CSV files, Excel workbooks (.xlsx and .xls), JSON APIs with authentication headers and pagination, and the layout of an existing Power BI report (.pbix or .pbit). Points programs on a supported platform connect directly through the Partnership Program template.

Does the AI see all of my data?

No. To design charts, the AI sees a small sample of rows and a statistical summary of your columns. The full dataset is never sent to it, and neither are your saved credentials, which stay on the server. Read the security notes.

Do I need SQL or a BI tool?

No. Describe what you want in plain English, upload a screenshot of a dashboard you like, or drag fields onto charts in the report builder. Most people use a mix of all three.

Who can see the dashboards I share?

Only the people you allow. Each share link has its own email allowlist, and invited viewers sign in with a one-time link. A link is public only if you make it public. Viewers never take a paid seat.

What happens when the free trial ends?

Choose a plan to keep creating and editing. Nothing is deleted, and your dashboards and share links keep working for viewers while you decide. See the plans.

Ready when your data is

Put your numbers on the record.

Bring a real export, ask for the dashboard you need, and check every figure against your source. That is the whole pitch.

  • No card needed
  • Every feature on every plan
  • Viewers are always free