Excel dashboards

Your business has outgrown the spreadsheet.

Drop the exports you already pull every Monday. Mercury11 reads them like a connected system, finds the duplicates and the gaps your formulas never caught, and lets anyone ask questions in plain language. When you are ready, connect the systems and skip the export altogether.

No credit card. The trial starts at your first answer, not the day you sign up.

Sources 3 connected

Drop a CSV or Excel fileor click to choose one
sales_export_sep.xlsx Reading
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sales_export_sep.xlsx

4,812 rows, 14 columns. Invoice date, customer, amount, status, rep, channel. Jan to Sep 2026.
Matched to QuickBooks on invoice number: 4,650 rows agree to the cent.
162 rows need a look. 94 appear twice with different dates. 68 are in the sheet but not in the books.
DUPLICATESHalf of July’s orders appear twice in this export. Were they re-imported during the migration?

Ask Metis

$38,900is more than 60 days past due across 11 customers, after removing the 94 duplicate July rows. The spreadsheet total was $61,200 because it counted them twice.

CustomerDays lateOpen
Brightline Dental84$12,400
Cedar Ridge Apartments71$9,150
Northgate Fitness66$6,800
8 more$10,550

Two of these are hardware invoices on net 90 terms, so they are not late yet under your rule. Without that rule, the total would be $52,300.

Sources readsales_export_sep.xlsx · QuickBooks
Rules appliedJuly re-import rows are duplicates; hardware invoices are net 90
sales_export_sep.xlsx

The same export you already pull, read once, deduplicated, and open to any question. About twenty seconds.

What the Monday spreadsheet actually costs

It started as a quick way to see the numbers. Now it is a workbook with eleven tabs, three people who are afraid to touch it, and a VLOOKUP that breaks the first time a column moves.

The rebuild

Six exports, pasted into the same tabs, formulas fixed, totals eyeballed. It is current for a day and nobody is sure it is right.

Every week

3 to 5 hours

The one person

The logic lives in cells and in one head. Refunds are handled in column AB. Hardware is net 90 because of a note in row 2. When they are out, nobody can answer.

Risk

One person

The versions

Finance has one copy. Marketing has another. Both are "the latest." The meeting is spent working out which one is right instead of what to do.

Outcome

Two truths

The spreadsheet was never the problem. It was carrying rules nobody had written down.

Mercury11

Same export, read once

94 dupes

Drop the file. It becomes a source.

Mercury11 reads the export the way it reads a connected system: it finds the columns, matches rows to the books, flags duplicates and gaps, and asks you about anything only you can explain. The rules you give it live with the data, not in cell AB47, and every answer anyone asks uses them.

Keep exporting if you like. Or connect the systems and never export again. Either way, the workbook can retire.

How it works

01

Drop the export, or connect the system

CSV or Excel from anywhere. Mercury11 works out the columns, the dates and the money, and keeps the history. Drop next month's file and it carries on from where the last one stopped. Connect the system itself and the exports stop.

02

It finds what the formulas missed, and asks

Duplicates, rows that are in the sheet but not the books, totals that do not match the system they came from. Mercury11 shows you each one and asks a plain question about anything only you can explain. Your answer becomes a rule, with your name on it.

03

Ask instead of filtering

"Who is more than 60 days late?" "What did we sell by rep last quarter?" Plain questions, answered from the data with the rules applied and the sources shown. Save the ones you ask every week as a dashboard, and it updates when the next file lands.

Works with the exports you already have, and the systems behind them

  • QuickBooks
  • Xero
  • Stripe
  • Square
  • Google Ads
  • Meta Ads
  • Google Analytics
  • Search Console
  • HubSpot
  • Salesforce
  • Shopify
  • ServiceTitan
  • Jobber
  • CallRail
  • Google Sheets
  • CSV · XLSX · Google Sheets · any export, from anything

Your rules live with the data, not in cell AB47.

Every workbook carries rules nobody wrote down: which rows to skip, which customer always pays late, what counts as a sale. When the person who built it leaves, so do the rules.

In Mercury11 those rules are written down once, by the person who knows, with their name and the date on them, and every answer anyone asks uses them. If two rules ever conflict, an admin settles it. Nothing is hidden in a formula.

Every answer says which files and systems it read and which rules it applied, so anyone can check the work without opening the workbook.

Questions the spreadsheet could not answer

›Which customers are more than 60 days late, and how much is open?
›Does this export match the books? Show me the rows that do not.
›Sales by rep and by channel for the quarter, with refunds taken out.
›What changed since last month's file?

Drop this week's export. Ask it something.

Take the file you were about to paste into the workbook and drop it here instead. Mercury11 reads it, matches it to anything else you connect, and tells you what it found in about a minute. Free to start; the trial clock runs from your first answer.

Questions people ask first

Do I have to stop using Excel?

No. Keep exporting from wherever you export today and drop the file in; each one adds to the history. When you are ready, connect the system itself and the exports stop. Many businesses do both for a while.

What kinds of files work?

CSV, Excel (.xlsx) and Google Sheets exports from any system. Mercury11 works out the columns, dates and amounts on its own and asks if something is ambiguous. Multiple tabs and multiple files for the same source are fine.

My sheets are messy. Will it cope?

Usually, yes. Blank rows, merged headers, totals rows, mixed date formats and duplicated exports are the normal case, not the exception. Anything it cannot work out becomes a question to you, not a silent guess.

What happens to my formulas?

Mercury11 reads values, not formulas. The logic your formulas carried becomes rules instead: written in plain language, with a name and a date, applied to every answer. That is the part that stops being trapped in one workbook.

Can it match the file to our accounting system?

Yes. Connect the system, or drop its export too, and Mercury11 matches rows between them, shows what agrees and what does not, and keeps the difference as a finding until it is explained.

Who owns the data?

You do. Uploads live in your own isolated storage, connections are read-only, and you can remove any file or export everything you have told us in one click. We never train models on your data.

What does it cost?

One price for the whole company, not per seat. Plans start at $75 a month, month to month, no contract, with a 14-day free trial that begins at your first answer. See pricing.