If you run an operation — a plant, a clinic, a hotel, a busy service shop — your numbers live in too many spreadsheets to read at a glance. A data to KPI dashboard fixes that. Paste your weekly figures into Taskade Genesis and it builds one screen that shows revenue, volume, and trend in plain numbers. No more hunting across tabs before a Monday meeting.
What's Included
- KPI Dashboard: Your top numbers in big, readable cards — revenue this week, jobs done, customers served, and where each is heading.
- Trend Views: Switch your data between Table, Board, and Calendar in project views to spot what is climbing and what is slipping.
- AI Agent: Ask plain questions like "which week was our best?" or "what is down versus last month?" and get a straight answer from your own numbers. See custom agents.
- Automation: A scheduled flow refreshes the dashboard and flags any number that drops past your line, so the whole team sees it without anyone chasing a report.
- Connected Projects: Tie the dashboard to your jobs, invoices, and customers as connected projects, so a click on a KPI shows the records behind it.
How To Use
- Clone this app into your workspace.
- Paste or upload your latest figures — a CSV export, a spreadsheet, or a quick copy-paste.
- Let the AI map your columns into KPI cards and pick the right chart for each metric.
- Add a trigger so the dashboard refreshes on a schedule and alerts you when a number crosses a threshold.
- Open one screen before every meeting and know exactly how the business is running.
More ready-to-clone dashboards live in the Community Gallery.