Data
Load the datasets behind the dashboard. Every load fully replaces the previous one, and files are validated before anything is stored.
Opportunities
One row per deal. Replaces the current opportunities dataset.
Required columns
id, owner, stage, amount, created_date, close_date, segment, source, statusExactly these columns, nothing else. Dates are YYYY-MM-DD; amounts are non-negative numbers. Stage must be one of: Prospecting, Discovery, Proposal, Negotiation, Commit.
Download template CSVDemo mode: uploads replace the in-memory data until the server restarts.
Batch history
| When | Who | Source | Rows | |
|---|---|---|---|---|
| 10/19/2026, 8:16:09 AM | system | seed Active | 628 |
ARR snapshots
One row per account per month. Replaces the current ARR dataset.
Required columns
account_id, month, arrExactly these columns, nothing else. Dates are YYYY-MM-DD; amounts are non-negative numbers. account_id must be an opaque ID — no account names.
Download template CSVDemo mode: uploads replace the in-memory data until the server restarts.
Batch history
| When | Who | Source | Rows | |
|---|---|---|---|---|
| 10/19/2026, 8:16:09 AM | system | seed Active | 5,971 |
