Data & AdminData Upload

Data Upload

Every feature has its own data slot. Upload a CSV and that feature — and the AI copilot — will use it.

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Feature datasets

Uploaded

Rows in context

Format

CSV / TSV

max 5 MB per file

Ask AI about the uploaded data

Answers are grounded in the platform's seeded workspace data plus any CSV you uploaded.

Seeded data in context

Demand Forecast

Historical demand

Using demo data

Past demand volumes used to train the baseline model.

Drop a CSV here or

Expected columns: date, sku_or_service, quantity, region

Sales Forecast

Sales transactions

Using demo data

Invoiced or booked sales used for revenue forecasting.

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Expected columns: date, customer, amount, rep, region

Customers

Customer master

Using demo data

Customer registry with segment and industry attributes.

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Expected columns: customer_id, name, segment, industry, region

Opportunities

Open pipeline

Using demo data

CRM pipeline used for weighted sales forecasting.

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Expected columns: opportunity_id, customer, stage, value, close_date

Quotations

Quotation log

Using demo data

Open and closed quotations for conversion modelling.

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Expected columns: quote_id, customer, value, issued_date, status

Contracts

Contract register

Using demo data

Recurring contracts with scheduled consumption.

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Expected columns: contract_id, customer, value, start, end

Product Forecast

Product master

Using demo data

SKU catalogue with pricing and lead times.

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Expected columns: sku, name, category, price, lead_time_days

Inventory

Stock position

Using demo data

Current stock used for coverage and stock-out risk.

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Expected columns: sku, on_hand, reserved, safety_stock, warehouse

Procurement

Purchase orders

Using demo data

Inbound supply feeding the coverage forecast.

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Expected columns: po_id, sku, supplier, quantity, eta

Service Forecast

Service lines

Using demo data

Service demand and delivery capacity.

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Expected columns: service_line, required_hours, internal_capacity, region

Resource Capacity

Workforce roster

Using demo data

Engineers and technicians available per period.

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Expected columns: resource, role, region, available_hours

Work Orders

Work orders

Using demo data

Open execution backlog and SLA exposure.

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Expected columns: wo_id, customer, service_line, due_date, status

Cash Forecast

Cash flow ledger

Using demo data

Collections and payments driving working capital.

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Expected columns: date, type, amount, counterparty

Revenue, Cost & Margin

Cost & margin

Using demo data

Cost base used for margin forecasting.

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Expected columns: period, revenue, cost, category

Seasonality

Events calendar

Using demo data

Holidays, shutdowns and campaigns as model features.

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Expected columns: date, event, impact_pct

Forecast vs Actual

Forecast history

Using demo data

Past forecasts for accuracy and bias tracking.

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Expected columns: period, forecast, actual