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Upload CSV Data
Upload Salesforce report exports to refresh capacity scores
Expected CSV Reports
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SE Roster
Employee roster with names, roles, managers, locations
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DSRs
Deal Support Requests with type, status, effort details
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Opportunities (SFR)
Opportunity report with SE owner, amounts, stages
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Deal Contributions
SE split credits on opportunities
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Activities
Activity/time tracking records
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Travel Approvals
Approved travel records with dates
Files are auto-detected by header columns. You can upload any subset — only the detected types will be imported. Upload order does not matter.
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Drag & drop CSV files here, or click to browse