Import your CSV

Drop in a leads export and a deals export. Columns are matched by name, dates are converted into the dashboard's 26-week window, and every page recomputes off your records.

Live records

The dashboard is reading your live records.

Leads CSV

One row per contact. Needs a created date; qualified / meeting / SQO dates, source, segment, region and disqualification reason are used when present.

Deals CSV

One row per opportunity. Needs a created date and amount; lead id, stage dates, status and close date drive the deal funnel and closed-lost view.

Columns the importer looks for

Header names are matched loosely (case, spacing and punctuation are ignored) and common CRM synonyms are accepted. Anything missing falls back to a sensible default and is listed in the preview.

Leads

  • id, contact name, title, company
  • created date (required)
  • qualified date, meeting date, sqo date
  • source, segment, region, disqual reason

Deals

  • id, lead id, company, amount
  • created date (required)
  • discovery, evaluation, proposal, negotiation
  • status, close date, loss reason