To open financials interface:

• Go to target Account Plan
• Select Insights section
• Select Financials

To add, edit or delete financials:

• Select Update Financials
• Select Download Existing CSV File
  • If uploading financial information for the first time, select Empty CSV Template
  • If updating existing financials, select Existing CSV File

• Enter the required information into the CSV file. Save it your personal device.
  
  • Enter name of Product Category you would like to edit - Wording must match the Product Hierarchy exactly
  • Enter name of Product Sub-category you would like to edit - Wording must match the Product Hierarchy exactly
  • Enter Financial Information for target years: 2017, 2018, 2019, Current Year Estimate, Target over next (18-24 months)
    • Note: If you have no information, you must enter "0". If you leave a cell blank, it will not upload
    • Note: All numbers must be rounded to the nearest whole number. No decimals
  • Action
    • If addinga new account, type ADD
    • If updating, type UPDATE
    • If no change, type NONE
    • If deleting, type DELETE

• Once the excel file is complete, go to the Financials section of the target account
• Select Upload CSV file and select the prepared file

To delete a line of data:

• Find the line of data you would like to delete
• Select the ellipses (3 dots) to the right of the product financial
• Select Delete