How to import Excel sheet in the forecasting

Importing your financial data from an Excel spreadsheet allows you to quickly build a financial forecast without manually entering revenue, expenses, or other financial assumptions. Upmetrics uses AI to analyze your spreadsheet and automatically map the data into your forecast.

You can upload supported .XLSX, .XLS, or .CSV files containing Profit & Loss, Balance Sheet, or Cash Flow data. Once imported, review the generated forecast items and complete the setup to ensure everything is accurately configured.

Steps to import an Excel spreadsheet into Financial Forecasting

1

From your company homepage, click on Finance Forecasting to begin the forecasting setup process.

2

On the Financial Forecasting Setup screen, select Import from Excel.

3

Upload your spreadsheet by dragging and dropping the file into the upload area or clicking to browse your computer.

Supported file formats include .XLSX, .XLS, and .CSV.

4

After the file is uploaded successfully, click Analyze with AI.

The AI will review your spreadsheet and identify financial data that can be imported into your forecast.

If your file contains multiple sheets, you can select which sheet you want to import.

5

Once the analysis is complete, review and configure the forecast settings, including:

Fiscal year start month
Plan duration
Forecast start date

Click Continue to proceed.

6

Review the items identified by AI for import. You can expand categories and deselect any items you do not want to include in your forecast.

When you're satisfied with the selection, click Import Items.

7

Upmetrics will import the selected items into your financial forecast and create the corresponding forecast assumptions automatically.

8

Review each imported item to verify that the assumptions, pricing, growth rates, and forecast details have been mapped correctly.

Make any necessary adjustments and click Save to complete the setup.

TIP: For the best results, ensure 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 the setup is complete, your Excel data will be converted into forecast assumptions within Upmetrics, allowing you to continue refining your financial projections and generating reports with confidence.