docs.google.com/spreadsheets/d/columnly-demo
Dashboard
RegionMonthRevenueRepTarget
1APACJan$420KSarah$400K
2EMEAFeb$380KJames$360K
3NAMar$510KPriya$480K
4LATAMApr$290KCarlos$310K
5APACMay$460KSarah$440K
6EMEAJun$340KJames$350K
SALES DASHBOARD — Q2 2024
Total Revenue
$2.4M
↑ 5%
Active Customers
1,847
↑ 12%
Avg Order
$1,298
↑ 5.4%
Churn
2.1%
↓ 0.8%
Jan
Feb
Mar
Apr
May
Jun
APAC
EMEA
NA
LATAM
APAC+15%
EMEA+6%
NA+22%
LATAM−6%
RegionQ1 RevQ2 RevGrowth %
1North$690K$842K+22%
2South$553K$631K+14%
3West$607K$589K−3%
4East$258K$338K+31%
5Central$412K$441K+7%
Regional Performance Brief — Q2 2024
Q2 portfolio revenue reached $3.04M, up +14% QoQ. Growth is concentrated in East (+31%) and North (+22%), both driven by SMB expansion. West is the sole underperformer at −3%, consistent with a documented enterprise budget freeze affecting 3 of its top 5 accounts. Central shows signs of deceleration and warrants monitoring.
Q2 Revenue by Region
North
$842K +22%
South
$631K +14%
West
$589K −3%
East
$338K +31%
Central
$441K +7%
East is the fastest-growing region at +31% — entirely SMB-led. Enterprise accounts in East are flat, suggesting untapped upside if enterprise motion is activated in H2.
North is the revenue anchor at $842K (+22%). Growth is broad-based across both SMB and mid-market. Rep Sarah is tracking 7% above quota.
West is the only declining region at −3%. Root cause traces to 3 enterprise accounts (Apex, Meridian, Stratos) who cited Q2 budget freezes. Churn risk: elevated.
Central is decelerating — Q1 growth was +18%, Q2 dropped to +7%. No churn events yet, but pipeline coverage ratio has fallen to 1.4× (healthy = 3×).
South is stable but under-resourced. At $631K (+14%), South has the highest revenue-per-rep ratio in the portfolio. Adding one rep could unlock $200K+ incremental in Q3.
⚠ West churn risk — 3 accounts
⚠ Central pipeline thinning
✓ North & East on-track
1. Reallocate 15% of West's Q3 budget to East SMB campaigns — East has proven demand and the highest conversion velocity in the portfolio.

2. Assign a dedicated retention rep to West immediately. Target Apex, Meridian, and Stratos before their Q3 renewal windows open.

3. Hire one additional rep for South by end of Q3. Revenue-per-rep efficiency is highest here — incremental ROI is near-certain.
Order IDNameDateRevenue
1#1041acme corp3/14/2412400
2#1042TechFlow14-3-202428900
3#1043MERIDIANMarch 15, 24
4#1041acme corp3/14/2412400
5#1044apex ltd15/03/202431200
6#1045Nova IncMar 16 20245500
Order IDNameDateRevenue
1#1041acme corp3/14/2412400
2#1042techflow inc14-3-202428900
3#1043MERIDIAN LTDMarch 15, 249100
4#1044apex ltd15/03/202431200
5#1045nova incMar 16 20245500
Order IDNameDateRevenue
1#1041Acme Corp2024-03-14$12,400
2#1042Techflow Inc2024-03-14$28,900
3#1043Meridian Ltd2024-03-15$9,100
4#1044Apex Ltd2024-03-15$31,200
5#1045Nova Inc2024-03-16$5,500
MonthProd AProd BProd CProd D
1Jan42K31K58K19K
2Feb45K28K61K22K
3Mar48K25K64K18K
ProductTotal RevenuePerformance
1Product A135KMedium
2Product B84KLow
3Product C183KHigh
4Product D59KLow
RegionMonthRevenueRepTarget
1APACJan$420KSarah$400K
2EMEAFeb$380KJames$360K
3NAMar$510KPriya$480K
4LATAMApr$290KCarlos$310K
5APACMay$460KSarah$440K
6EMEAJun$340KJames$350K
RegionQ1Q2Q3Q4
1North$690K$842K
2South$553K$631K
3West$607K$589K
4East$258K$338K
DateRepLeadDurationOutcome
1Feb 3ArjunVishesh8 minNo answer
2Feb 7ArjunVishesh12 minInterested
3Feb 12ArjunVishesh6 minFollow-up
4Feb 18ArjunVishesh22 minDemo booked
5Feb 26ArjunVishesh18 minConverted ✓
Total touchpoints14
First contactFeb 3
ConvertedFeb 26
Days to convert23 days
Calls / WhatsApp / Email / SMS5 / 4 / 3 / 2
CAC₹4,200
Contact IDNameCompanyContract Value
1C001Priya SharmaAcme Corp
2C002James LiuTechFlow
3C003Sarah OkaforMeridian
4C004Carlos ReyesApex Ltd
5C005Anika PatelNova Inc
CustomerProductFeedbackThemeSentiment
1Ravi K.Delivery"Package arrived 3 days late again…"
2Emma T.Quality"Absolutely love the build quality…"
3Mohit S.Pricing"Way too expensive for what you get…"
4Lisa W.Support"Support team resolved my issue fast"
5Arjun P.Pricing"Pricing is not competitive at all…"
6Chen L.Quality"Best product I've used in years…"

The analyst that thinks with you.
Not just reads your data.

While other AI tools answer your question, Columnly asks the right ones — then finds the answers you didn't know to look for.

Works inside Google Sheets. No exports. No context switching.

1,247 people already waiting
500+
Google Sheets formulas supported
Multi-sheet
Analysis across multiple sheets simultaneously
1-click
Sheet scan for all data issues at once
0
Data stored or trained on
WHY COLUMNLY

This AI doesn't just respond. It collaborates.

Every other AI tool waits for your question. Columnly listens, reasons, asks, and goes further than you asked.

01 — SCAN SHEET

Scan first. Fix everything.

Before you run a single formula or build a single dashboard, Columnly scans your entire sheet for every data quality issue — mixed date formats, duplicate rows, missing values, inconsistent casing, type mismatches. All of it, in one click.

You see exactly what's wrong, where it is, and what the fix looks like. Apply all fixes at once, or cherry-pick the ones that matter. Either way, your data is clean before anything else runs.

"It found 3 date format issues I'd been ignoring for months. Fixed all of them in one click. My VLOOKUP finally worked."
Scan Sheet — Results
3 date formatting issues in column C — mixed formats
2 duplicate rows detected — rows 1 and 4 are identical
Missing values in column D — 1 empty cell
Inconsistent casing in column B — mixed case names
4 issue types found. Apply all fixes →
02 — FORMULA INTELLIGENCE

500+ formulas. One sentence.

Describe what you need in plain language. Columnly generates the exact formula — including complex nested IFs, ARRAYFORMULA with multi-criteria FILTER, cross-sheet VLOOKUPs, and dynamic date logic.

The formula is copy-paste ready with your actual column names already resolved. No placeholder substitution. No manual editing. Paste it and it works.

"I described a 4-condition customer status formula in one sentence. It gave me the exact nested IF with TODAY() logic. Pasted it, worked first time."
Formula Intelligence
"Customer status: churned if revenue dropped and 60+ days since last order, at-risk if dropped and 30+ days, active if on target"
↓ generated
=IF(AND(C2<B2,TODAY()-D2>60),"Churned",IF(AND(C2<B2,TODAY()-D2>30),"At Risk",IF(C2>=B2,"Active","On Track")))
Nested IF AND TODAY() Multi-condition 4 outcomes
03 — ADVANCED DASHBOARDS

Dashboards that live inside your sheet.

No exports. No third-party tools. No copy-pasting charts into slides. Columnly builds a fully formatted, interactive dashboard directly inside your Google Sheet — KPI cards, bar charts, line charts, heatmaps, and dynamic filter dropdowns, all in a new tab.

Gemini and Copilot can describe a dashboard. Columnly builds one.

"I showed the dashboard to my CEO. She thought I'd spent a day on it. Columnly built it in under a minute."
Advanced Dashboards
SALES DASHBOARD
TOTAL REVENUE
$2.4M
↑ 5%
ACTIVE CUSTOMERS
1,847
↑ 12%
AVG ORDER
$1,298
↑ 5.4%
CHURN
2.1%
↓ 0.8%
APAC EMEA NA LATAM
04 — ANALYST-GRADE OUTPUT

Not just answers. Deliverables.

Columnly's Analyst mode produces structured professional briefs — not chat responses. Key findings, root cause analysis, data-backed recommendations, and an executive summary, formatted as a document you can send immediately.

Download as .xlsx. Email it. Present it. It's already done.

"I sent the brief to my CEO directly. She asked who wrote it. I said Columnly. She asked for a demo."
Analyst-Grade Output
Regional Sales Performance — Q2 2024
KEY FINDINGS
East region grew 31% — fastest in the portfolio. Driven by SMB, not enterprise.
West declined 3% — matches industry-wide enterprise budget freeze in Q2.
North revenue slowing: 22% growth vs 38% in Q1. Watch for Q3 plateau.
Recommendation: Shift West region focus to SMB segment for Q3 to offset enterprise slowdown.
05 — DEEP INTELLIGENCE

Insights that go beyond your data.

Most AI tools describe what's in your data. Columnly searches for the why — pulling in industry benchmarks, competitor context, and market signals to explain what the numbers actually mean.

The output isn't a summary. It's a recommendation with reasoning you can defend in a boardroom.

"It told me our West region decline matched an industry-wide trend. I would have blamed the sales team. Instead I adjusted strategy."
Deep Intelligence
D
Data finding: West region revenue declined 3% while all other regions grew 14–31%.
W
Web context: Enterprise SaaS spending in Western markets contracted 8% in Q2.
R
Recommendation: Shift West region focus to SMB segment for Q3.
"The decline isn't a sales problem — it's a market timing problem. SMB is the path forward."
06 — MULTI-STEP EXECUTION

One prompt. Multiple operations.

Tell Columnly what you need in plain language — even if it involves cleaning, restructuring, analysing, and building a dashboard all in one go. Columnly decomposes your instruction into ordered steps, shows you the plan, and executes it sequentially.

You confirm before it runs. You see each step complete. You stay in control.

"I typed one sentence. It cleaned the data, pivoted the table, and built a dashboard. Three operations, zero back and forth."
Multi-Step Execution
Step 1
Scan & clean complete
Step 2
Data restructured
Step 3
Building dashboard…
07 — BULK DATA OPERATIONS

Clean, format, and restructure. All at once.

Columnly handles bulk data operations that would take hours manually — standardising date formats across thousands of rows, reformatting currency columns, fixing casing, transposing tables, pivoting data — all from a single prompt.

Every operation writes to a new sheet. Your original data is untouched. Always.

"I had 4,000 rows of messy customer data. One prompt cleaned the dates, fixed the names, and formatted the revenue column. Took 40 seconds."
Bulk Data Operations
Sheet1 🔒 Original
acme corp3/14/2412400
TECHFLOW14-3-202428900
meridian ltdMarch 15, 249100
Cleaned ♦
Acme Corp2024-03-14$12,400
Techflow2024-03-14$28,900
Meridian Ltd2024-03-15$9,100
08 — INTELLIGENT GAP FILLING

Missing values filled with intelligence.

Columnly doesn't just fill blanks with N/A. It analyses the trend in your existing data — growth rates, seasonal patterns, regional trajectories — and extrapolates missing values with reasoning you can see and verify.

Each filled value shows its source logic. You decide whether to apply it.

"It extrapolated our Q3 and Q4 revenue projections from Q1/Q2 trends. The Q3 actual came in within 4% of what Columnly predicted."
Intelligent Gap Filling
Region Q1 Q2 Q3 Q4
North $690K $842K $920K $1.01M
South $553K $631K $698K $751K
West $607K $589K $571K $548K
East $258K $338K $443K $581K
Q3/Q4 filled via linear trend extrapolation
09 — LIVE DATA CONNECTIONS

Change your data. Everything updates.

Columnly outputs use ARRAYFORMULA and dynamic references — not static values. When you update a number in your source sheet, every formula, KPI card, and chart that references it updates automatically.

Your dashboard is always live. Your formulas are always current. No re-running. No copy-pasting.

"I updated the Q2 revenue figure in my source sheet. The dashboard KPI, the chart, and the summary table all updated instantly. That's the product."
Live Data Connections
Source Sheet
Q2 Revenue
$840K $920K
Dashboard ♦
TOTAL REVENUE
$920K
↑ Updated
10 — BUILT FOR SPEED

From raw data to insight in seconds.

Intent analysis runs on Gemini Flash — fast enough that you don't notice it happening. Schema understanding, cleaning, formula generation, and dashboard building are all optimised for the lowest possible latency without sacrificing accuracy.

What takes an analyst half a day takes Columnly under a minute.

"I went from a raw CSV to a formatted dashboard with 4 KPIs and a regional breakdown in 47 seconds. I timed it."
Built for Speed
Manual workflow 2–4 hours
Other AI tools 15–30 min (then fix errors)
Columnly under 60 seconds
PRICING

Simple, honest pricing.

No hidden fees. No usage surprises. Every plan includes a 3-day free trial — see exactly what you're getting before you pay a rupee.

Basic
Basic
For individuals who want to clean, format, and formula-generate without thinking about it.
$ 14.99 / month
3-day free trial · 1,500 credits included · +500 credits for $2
Data cleaning, formatting & restructuring
Formula generation — top 75 functions
Basic dashboards — up to 5 charts
Sentiment & keyword text analysis
Sheet scan — 5 per month
Single-sheet lookups (VLOOKUP, XLOOKUP)
Works inside Google Sheets — no exports
Start free trial →
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Organisation
For teams that need shared access, domain-level install, SSO, and enterprise governance.
Custom
Annual billing · min. 5 seats · volume pricing available
Everything in Analyst
SSO — SAML 2.0 & OIDC
Domain-level Workspace admin install
Audit log & GDPR deletion
Custom credit allocation per user
Dedicated Slack support
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All plans: non-destructive output · your original data is never modified · HTTPS encryption · no spreadsheet data stored
Annual plans available — save 10% or get 20% more credits every month. Questions? support@columnly.ai

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