Upload a complete historical CSV or Excel export. Olasera requires at least 18 completed calendar months for reliable comparisons and historical targets.
One row per invoice or credit-note line. Simple customer totals work too. You can use different column names — we'll help you map them. CSV, XLSX and XLS files supported.
Excel is parsed in your browser using a public JavaScript dependency. Files are not stored as attachments; only mapped sales rows are saved when you confirm.
Required: customer, date and sales. Map invoice number, product, quantity, sales rep, and category when available to unlock detailed reports. We calculate CVG from sales only.
Select any available month. Targets use the preceding 13 months, excluding the selected month.
Based on trailing 12-month sales; default annual bands: £5k, £15k, £40k, £80k.
The reporting month selected above is used for actual sales. Targets require 13 complete historical months before it, with the highest and four lowest removed. No history means no target. Customers with no sales in the latest month are included.
| Customer | Sales this month | CVG | Monthly target | Variance £ | Variance % |
|---|
All amounts are calculated from the uploaded rows. Product gaps are signals to investigate, not guaranteed lost revenue. Data is not saved until you click Save to workspace below.
Before saving, we check the latest 18 completed calendar months, missing months, future dates and repeated files. Only fully validated replacements become active.