Getting started

From a spreadsheet to a shared canvas, in five steps.

1. Upload your data

On the Data page, choose Upload file and drop in a CSV or Excel file (or connect a spreadsheet, database or app on Connections). FlowProofs reads it, detects each column’s type and stores it with your account, so it is there on any device.

2. Connect your tables

If you have more than one table, open Data → Model and drag a column onto a column in another table to relate them, or let Detect relationships suggest the joins. Questions that span both tables then resolve on their own.

3. Create variables

A variable is a named number, such as Revenue = SUM(sales.amount). Build one with the visual builder, write the formula yourself, or describe it in words and check the formula FlowProofs proposes before saving it.

4. Build the canvas

Drag variables and columns onto the canvas, draw lines between them and add charts, tables and filters. Formulas reference other numbers by name: = Revenue - Costs. Select a number and use the Filter tab to narrow it by region, date or any other column.

Double-click a chart for its Data, Format and Analytics settings: see Formatting charts.

Present shows the canvas live. Its arrow offers Slides (one block at a time, in the order you set with Edit order), Story (a walkthrough with a few sentences for each step) and Meeting (the live canvas with your agenda, where you log decisions as the room makes them).

Share sends it. In the Link tab, turn on the view-only link: viewers get a read-only canvas without signing in. Turn on Client view to choose what they can see and do, and turn the link off at any time. The Summary tab gives a one-page recap with its own link.

Explain a change

Set Compare to in the top bar, left of Snapshot: the previous period (this month so far against the same days last month), the same period last year, a snapshot, or each number’s target. Numbers on the canvas then carry a badge with how far they moved. Green means better, red worse; right-click a number and choose Lower is better for costs the name does not give away.

Click a badge, right-click a number and choose Explain this change, or select it and press E. The Explain panel opens with one sentence and a bridge:

From the revenue sample: the first 13 days of a month against the same days the month before.

Drivers are the numbers in the formula. Their bars always add up to the total change; expand one to see its own drivers.
Where it happened splits the change by the column that concentrates it most. For a rate like conversion, it separates the rate moving within a segment from the mix shifting between segments.
Is this normal? compares the change with the usual size of past moves, and says whether it is unusual, notable or normal.

Add bridge to canvas puts the bridge next to the number, and it keeps updating until you choose Unlink. Share links show bridges as they were when last saved. Phrase with AI rewrites the sentence, and is only shown when every number in it matches the computed ones. Contribution shows what moved with the number, not proof of cause.

Comments, alerts and version history

Press C and click a block to comment on it; resolve or snooze a thread from the Comments panel. Right-click a number and choose Set alert to be told when it crosses a line. Version history in the canvas menu keeps a copy of the whole canvas each day for a week, and restores any of them.

Keyboard shortcuts

Press ? anywhere in the app for the full list. The most used: V select, R rectangle, T text, N number, E explain the selected number, Ctrl+Z undo.

Features in development

A few features work but are not finished, so they are switched off for now: the Assistant, generating a canvas from a description, importing a PDF or PowerPoint report, and Sensitivity. A canvas that already uses one still shows it.

Questions

Ask through the contact form and a person will reply. For the four steps with diagrams, see how it works. For how your data is handled, see the Privacy Policy.