How to Upload Sales to the Sales Attribution Report

Edited

This article explains how to upload sales data into the Sales Attribution Report in Ignite so you can validate, clean, and analyze your sales performance.

Watch this video tutorial to see the full process in action:

👉 Before following this guide, make sure you have your sales data prepared in CSV, XLSX, or XLS format.

Step-by-Step Instructions

Follow these steps to upload and validate sales data in the Sales Attribution Report. Screenshots from the video should be included for each major step.

1. Open Sales Attribution

Go to the platform. From the top navigation, click Insights, then select Sales Attribution.

2. Start the Upload

Click the HERE link to open the upload interface. Select Upload Sales Data File. Drag and drop your file into the upload area or click to browse. CSV, XLSX, and XLS formats are accepted. If preferred, you can also choose Copy/Paste Table Data to paste data directly.

3. Review File Fields

After your file loads, review the mapped fields and click Next to continue.

4. Validate Data

Click Next again to run validation. You can use the view options to check your dataset. Select Show All Rows to see the complete file or Show Invalid Rows Only to focus on records that need correction.

5. Clean Invalid Data

If invalid rows are found, click Remove All Invalid Rows and confirm by selecting Remove.

6. Submit the File

Click Submit to complete the upload. Your validated sales data will now appear in the Sales Attribution Report.