Can I import an Excel sheet into the finance forecast?

You can now import your financial data directly from an Excel spreadsheet into the Finance Forecasting module. This helps you quickly build a forecast without manually entering revenue, expenses, or other financial assumptions.

Upmetrics uses AI to analyze your spreadsheet and map the data into your forecast. You can upload supported .XLSX, .XLS, or .CSV files containing Profit & Loss, Balance Sheet, or Cash Flow data.

NOTE:To learn the complete import process, refer to this guide: How to import Excel sheet in the forecasting.

Once your spreadsheet is imported, The AI will analyse the spreadsheet and create financial streams accordingly. You can review each imported item, adjust assumptions, and save the changes before finalizing your forecast.

TIP: For best results, make sure your spreadsheet contains clearly labeled financial data and consistent formatting before uploading.

NOTE: AI-generated mappings should always be reviewed before finalizing your forecast to ensure all financial assumptions have been imported accurately.

Once completed, your Excel data will be converted into an editable forecast within Upmetrics. You can continue refining assumptions, updating figures, and generating financial reports from the Finance Forecasting module.