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CSP Insights

License: MIT Live App

A free, local-first billing reconciliation, pricing management, and incentives analytics toolkit for Microsoft CSP Direct (Tier 1) partners.

Your data never leaves your browser. No backend, no account, no cloud uploads.

Try it now at cspinsights.app


Why CSP Insights?

Managing Microsoft CSP operations means wrestling with massive reconciliation CSVs, complex price lists, and incentive earnings reports every month. CSP Insights gives you immediate visual clarity and powerful tools — without backend servers or third-party data processing.

Features

Billing Analysis

  • Drag & drop Partner Center reconciliation CSV files (including .csv.gz)
  • Visual dashboard with revenue breakdown by customer, product, and period
  • Azure FinOps — drill down into costs per resource, service category, and customer
  • NCE Insights — subscription types, renewal tracking, cancellation windows
  • Margin management — set global or per-customer margins
  • Period comparison — compare months side-by-side, detect upsells, churn, and seat changes (SeatRadar)
  • Customer tagging — organize and filter customers with custom tags
  • Anomaly detection — flag refunds, cancellations, and negative charges
  • Invoice generation — branded PDF invoices with your logo and company details
  • Excel export — export filtered data with calculated margins

Pricing Catalog

  • Browse the full Microsoft CSP price list with fast virtual scrolling
  • Search & filter by product, currency, term duration, and segment
  • Favorites — bookmark frequently used products
  • Margin visibility — see your margin per product at a glance
  • Version comparison — load two price lists and spot price changes
  • Shopping cart & quotes — build a cart and export professional PDF quotes

Incentives & Earnings

  • Earnings Report — import the Partner Center Incentives → Earnings → Export (Default) CSV
    • Dashboard with total earnings, customer count, product count, and program breakdown
    • Earnings over time (monthly bar chart)
    • Top customers and top products by earning amount
    • Drill-down: click a customer or product to open a detail view with per-lever and per-product charts
    • Full records table with search filter and sortable columns
  • Payments Report — import the Partner Center Incentives → Payments CSV
    • Summary cards: total earned, total paid, total tax withheld, and payment count
    • Payments by month chart (grouped earned vs. paid)
    • Payment method breakdown with color-coded horizontal bar
    • Sortable payments table with status, date, and amounts
  • Multi-file upload — append multiple CSV exports to build a combined dataset
  • Session persistence — earnings and payment data survive page refreshes via IndexedDB

Data Management

  • Snapshots — save and restore billing data and pricing catalogs
  • Backup & restore — export/import all your data
  • Settings — configure company details, logo, IBAN, and default margins
  • Dark mode
  • Demo mode — try the app with sample data before uploading your own

Privacy & Security

  • 100% client-side — all processing happens in your browser
  • IndexedDB storage — billing, pricing, earnings, settings, and cart data persist locally between sessions
  • Anonymous usage statistics only — the hosted app counts page views and which modules are opened (Azure Application Insights, cookieless, IP discarded after country lookup). No identifiers are stored and Do Not Track / Global Privacy Control is honoured — with either enabled, the analytics code is never even loaded. Your billing, pricing, and earnings data are never part of this: business data stays in your browser
  • Unencrypted local data — anyone with access to the same browser profile may be able to inspect the data
  • Encrypted backups available — use the password-protected backup option for transfers; keep the password separate from the backup file
  • Clearing your browser data removes everything

The app intentionally has no server-side account or synchronisation. This improves data locality, but it also means there is no multi-user access control, server-side recovery, or central audit trail.

Data Sources

Report Where to export in Partner Center
Billing reconciliation Billing → Reconciliation → Download CSV
CSP price list Pricing → License-based / Usage-based → Download
Incentives Earnings Incentives → Earnings → Export → Default
Incentives Payments Incentives → Payments → Export

All files are processed entirely in your browser. Nothing is uploaded anywhere.

Getting Started

Use the hosted version

Visit cspinsights.app — no installation needed.

Run locally

git clone https://github.com/hardinxcore/CSPInsights.app.git
cd CSPInsights
npm install
npm run dev

Requires Node.js 20+ and npm (Vite 7 is used by the current toolchain).

Quality checks

npm run lint
npm test
npm run build
npm run e2e

The browser smoke tests use Playwright and start the production preview server automatically.

Tech Stack

Layer Technology
Framework React 19, TypeScript
Build Vite
State Zustand (with IndexedDB persistence)
Performance Web Workers, @tanstack/react-virtual
PDF jsPDF, @react-pdf/renderer
Charts Recharts
CSV Parsing PapaParse
Styling Vanilla CSS with Glassmorphism design

Contributing

Contributions are welcome! See CONTRIBUTING.md for guidelines.

Security

See SECURITY.md for our security policy and how to report vulnerabilities.

License

MIT


Disclaimer: This tool is not affiliated with or endorsed by Microsoft. Always verify critical billing data against the official Partner Center portal.

About

CSPInsights.app is a free, local‑first toolkit for Microsoft CSP Direct Partners. Analyze billing, manage pricing catalogs, track margins, and generate invoices — all in your browser, with full data privacy.

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