Excel Upload Guide
1 Required Excel Format
Your file must be an .xlsx Excel file with the following exact layout. The dashboard reads the first sheet in the workbook.
| Column A | Column B | Column C | Column D | |
|---|---|---|---|---|
| Row 1 | (can be empty or have any content — skipped) | |||
| Row 2 | YEAR | 2026 | ||
| Row 3 | (can be empty — skipped) | |||
| Row 4 | Vendor | Months (Month) | Sum of Billing | Sum of VR ($) |
| Row 5 | Advermatic | Jan | 24750 | |
| Row 6 | Advermatic | Feb | 63700.41 | 0 |
| Row 7 | Snapchat | Jan | 163521.04 | 0 |
| ... | ... | ... | ... | ... |
| Last row | Grand Total | (auto-skipped) | ||
Column D (VR $) is optional. If present, values are summed across all rows and assigned to the VR Deductions vendor. All other revenue comes from Column C.
2 How to Create This File (Pivot Table Setup)
Follow these steps in Excel to generate the correct format from your raw billing data:
## Step 1: Open your master billing spreadsheet in Excel
## Step 2: Select all billing data and insert a PivotTable
Insert tab → PivotTable → New Worksheet
## Step 3: Drag fields into the PivotTable Field List:
Rows area: "Vendor" (first)
"Month" (second, nested under Vendor)
Values area: "Billing" → shows as "Sum of Billing"
"VR ($)" → shows as "Sum of VR ($)" (optional)
Filters area: "Year"
## Step 4: Set the Year filter
Click the Year dropdown at the top of the sheet → select 2026 only
## Step 5: Change the layout (CRITICAL)
Design tab → Report Layout → Show in Tabular Form
Design tab → Subtotals → Do Not Show Subtotals
Design tab → Grand Totals → On for Rows Only
## Step 6: Verify your output matches:
Row 2 should show: YEAR | 2026
Row 4 should show: Vendor | Months (Month) | Sum of Billing | Sum of VR ($)
Row 5+ should have one row per vendor per month
## Step 7: Save as .xlsx and upload
Common mistake: Using "Compact Form" or "Outline Form" instead of "Tabular Form." These put vendor and month in the same column, which breaks the parser. You must use Show in Tabular Form.
Do NOT show subtotals. If subtotals are on, vendor subtotal rows will be double-counted as revenue. Go to Design → Subtotals → Do Not Show Subtotals.
3 Accepted Vendor Names
The dashboard recognizes these vendor names from your Excel file and maps them to the correct dashboard vendor. Names are case-insensitive.
AL Arabia→Al Arabiya
Amazon→Amazon DSP
Contour Media→Contour
MMS TV Inventory Deal→MMS
Shahid→Shahid Total APX
Snapchat→Snap
TikTok→TT
Social CF→CF - non Inv.
Social CF - Meta→CF - non Inv.
Social CF - TT→CF - non Inv.
YT CF→CF - non Inv.
Vidamtic→Vidmatic
Advermatic→Advermatic
Platformance→Platformance
SMC→SMC
Vendor names not in this list will appear as unmatched in the upload summary. You can still upload — unmatched vendors are skipped and their revenue is shown so you can investigate.
Total Commitments
$0
0 vendors with deals
Revenue TD
$0
$0 remaining
Overall Utilization
0%
vs 0% time elapsed
Vendors At Risk
0
0 ahead, 0 on track
Utilization vs Commitment
Revenue earned vs deal commitment
Time vs Revenue Progress
Bubble size = commitment amount
Vendor Deal Details
| Vendor | Commitment | Utilized 2026 | Utilized Other | Rate % | Revenue TD | Total Potential | Deal Time Progress | Deal Revenue Progress | Status |
|---|