Revenue Summary
Filtered to
consider_in_revenue = TRUE. Values are positive amounts grouped by Year / Month.Sum of Positive Amounts
Cumulative (within year)
Orders
Browse raw orders with computed columns. Refunds appear as a second row sharing the same Sales order number.
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formula columns — click a row to see all formulas
| Date | SO # | R? | Organization | Country | Product | AMGroup | ANCompany | Category | AYNew Category | Order Value | ACV | BBNet ACV | BCNet Amount | ARAmount | APIn Rev? |
|---|
Import CSV
Upload a
.csv file or an archive containing one
(.zip, .gz, .tar.gz, .bz2, .xz).
Columns should match the Excel Raw Data sheet (cols A–AK);
headers are matched case-insensitively. Derived columns (AL–BC) are
regenerated automatically after every import. Refund rows (negative
Order value) are stored alongside their sale row, sharing the same
Sales order number.
Import history
| When | File | Total | Inserted | Updated | Skipped | Notes |
|---|
Lookup Tables
Edits trigger a recompute of the derived columns on all orders.
Product Groups
Maps product name → product group / customer type / company.
| Product | Group | Customer Type | Company |
|---|
Product Owner Companies
Maps product group → owning company / customer type.
| Group | Company | Customer Type |
|---|