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Admin — Five upload zones. Customer plan is embedded — Customer Pivot shows plan vs actuals immediately after uploading actuals.
Actuals
Book actuals
Columns: SFSGROUP_NAME7, SFSPRI_DATE_YYYYMM, SFCDETAILEXTGROSSPRICE, SFS_SLSP_NAME1, SFSCUST_NAME
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Upload book actuals (.xlsx / .csv)
Not loaded
Ship actuals
Columns: SFSGROUP_NAME7, SFSSHIP_DATE_YYYYMM or SFSPRI_DATE_YYYYMM, SFCDETAILEXTGROSSPRICE, SFS_SLSP_NAME1, SFSCUST_NAME
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Upload ship actuals (.xlsx / .csv)
Not loaded
Pipeline
In pick
Columns: SFSGROUP_NAME7, SFSEND_DATE_YYYYMM, SFS_SLSP_NAME1, SFC_TOTAL_PICK_EXT_B
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Upload in pick (.xlsx / .csv)
Not loaded
On order (A & B)
Columns: SFSGROUP_NAME7, SFSEND_DATE_YYYYMM, SFS_SLSP_NAME1, SFC_TOTAL_OPEN_EXT_B, CONF_TYPE
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Upload on order (.xlsx / .csv)
Not loaded
Plan override (optional — customer plan already embedded)
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Upload plan (.xlsx / .csv)
Embedded — upload to override
Leader forecasts (upload completed forecast template)
Upload the completed Hub_Forecast_Template.xlsx — forecasts from all leader tabs load instantly into the Exec Summary.
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Upload forecast template (.xlsx)
Not loaded
Pipeline summary
| Leader | CC | Month | In pick | Order A | Order B | Total |
Rep routing table
| Name in file | Type | Via | Leader | |
|---|