Product tour
Everything between raw data and a report people trust.
How data gets in, how charts get designed, how numbers stay exact, and how reports reach the people who need them.
01
Connect
Get data in without ceremony.
CSV and Excel
Upload .csv, .xlsx or .xls files. Exports arrive messy, with odd delimiters, extra sheets and numbers stored as text, and DashVault reads them as they are.
Any JSON API
Point DashVault at an API with authentication headers, pagination and a data path, then save it as a connection you can reuse across projects.
Points programs
The Partnership Program template connects a program on a supported platform and pulls organisations, profiles, points credits and debits, and website activity. Extra endpoints can be added alongside.
Power BI import
Bring a .pbix or .pbit file and DashVault rebuilds each page as a report: charts, titles, layout and simple filters, mapped onto data you have connected.
Describe it
Ask for a dashboard in plain English. The AI replies with chart specifications: what to group, what to measure and how to aggregate, plus time grain, sort and limit. Never the values.
Show it
Upload a screenshot of a dashboard you already have, and DashVault rebuilds it as live charts on your own data.
Build it
A drag-and-drop report builder with a fields pane, chart wells, calculated fields and report filters. Switch between building and asking at any point without losing work.
Refine it in conversation
Ask for changes in chat. The specs update, the engine recalculates, and nothing drifts from the data.
03
Calculate
One deterministic engine, everywhere.
Every row, every time
The same calculation engine computes every chart, in your browser for live dashboards and on the server when shared links refresh. The answer never depends on where it ran.
The charts you need
KPI cards, bar, line, pie, scatter and table charts, with sum, average, count, unique count, minimum and maximum, day to year time buckets and top N lists.
Self-healing dashboards
Every spec is checked against your real columns and repaired before it renders. A broken chart never reaches the screen.
Honest gaps
When the data cannot answer a question, the dashboard says so instead of papering over it.
Ask the data
Chat with a project in plain English. Each answer comes from a query run over your data, not from the model’s memory.
Written reports from exact figures
Smart reports may only quote numbers from a statistics digest computed over all rows before the AI writes a word.
A view across every program
For points programs, one combined view across all of them: profitability by program and product, redemption trends, product preferences and today’s redemptions.
Liability forecasting
Outstanding points liability rolled forward from your own award and redemption history, with present and projected breakage side by side.
05
Operate
Reports that stay useful after Tuesday.
Global filters
A date range and category filters that apply across every chart at once. Save a default range, such as the last 30 days, and it keeps rolling.
Edit mode
Rename, resize and rearrange charts on a grid. Layouts persist everywhere the report appears, shared links included.
Scheduled refresh and insight emails
Program data refreshes on its own, hourly by default, with a weekly full re-index as a backstop. Insight emails go out on the schedule you set.
Exports
CSV for any report or chart, exactly as filtered. PDF for the whole dashboard. And for points programs, a formatted Excel redemptions workbook with live formulas.
Ready when your data is
See it hold up against your own data.
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