How to fill in the source Excel workbook so each account renders correctly on the dashboard — what goes in which column, which values the app recognizes, and how to fix the most common rendering issues.
Covers dashboard v4.02Slide2_Financials, set Delivery Status (and/or Growth Status) to
On Track or Green — spelling is not case-sensitive, so "on track", "ON TRACK" or "green" all work.
For amber use Monitor / Amber, for red use At Risk / Red.
Leaving the cell blank, or typing anything else (e.g. a typo), shows a gray pill rather than defaulting to green.
Revenue Loss by Leaves / Revenue Loss by Other Factors in Slide2_Financials — those drive the loss chart.
To add a written explanation that shows under Loss Breakdown on the Revenue Loss slide, enter it in the Revenue Loss Summary column for that account/month. If that column or text is missing, the section simply doesn't render — nothing breaks.
Delivery Summary column in Slide2_Financials, for that account's latest month. If Delivery Summary is blank, it falls back to the Notes column instead.
Top to Yes in Slide2_Financials for that account (not case-sensitive). Switch the toolbar toggle to "All" to see every account regardless of this flag.
fill is treated as not-yet-provided.
Month, so historical rows never need to change. See Satisfaction for details.
- or * inside the Description cell (Alt+Enter in Excel for a new line within the cell). Lines with the prefix become bullets; any line without it stays plain lead-in text — on both the dashboard slide and the exported PPTX. A cell with no - /* lines renders as plain text, exactly as before. See Headwinds & Tailwinds.
Every sheet that has a Month column must use the exact text form Mon YYYY — e.g. Apr 2026. This is what the app uses to match rows across sheets and to filter by the month dropdown.
Apr 2026Apr 26 (2-digit year won't match)The exact same account name string must be used across every sheet (Slide2_Financials, Slide3_Hiring, Slide4_Opportunities, Slide5_Satisfaction, Slide6_HeadwindsTW). Matching is case-sensitive and exact, so "Acme Corp" and "Acme corp" will be treated as two different accounts.
Margin Actual % and Margin Projected % must be entered as a decimal fraction, not a whole number — 0.35 for 35%, not 35. A value of 35 would be read as 3,500%.
Dollar columns (Revenue Actual ($), Revenue Projected ($), Expected Annual Value ($), etc.) accept either a plain number or a formatted string like $120,000 — the app strips out the $ and commas automatically. Leaving Revenue Actual ($) blank or 0 for a past month makes that month look like there's no data, so always fill it in once actuals are known.
The workbook needs all five sheets present, even if some are mostly empty: Slide2_Financials, Slide3_Hiring, Slide4_Opportunities, Slide5_Satisfaction, Slide6_HeadwindsTW.
This single sheet feeds the Executive Summary, Financial Targets and Revenue Loss slides. One row = one account's numbers for one month.
| Column | Accepted values | Where it shows up |
|---|---|---|
Account | Account name (must match other sheets exactly) | Everywhere |
Month | Mon YYYY, e.g. Apr 2026 | Everywhere |
Top | Yes / No (not case-sensitive) | Controls whether the account appears under the "⭐ Top" filter |
Revenue Actual ($) | Number or $-formatted string | Executive Summary, Financial Targets chart, revenue totals |
Revenue Projected ($) | Number; leave blank to carry forward last entered value | Financial Targets chart (dashed line), delta vs. target |
Margin Actual % | Decimal, e.g. 0.32 | Executive Summary, Financial Targets margin chart |
Margin Projected % | Decimal, e.g. 0.30; leave blank to carry forward | Financial Targets margin chart |
Billable HC / Non-Billable HC | Whole number | Executive Summary headcount strip |
Total HC | Whole number | Total headcount total, and denominator for average-leaves-per-resource on the Revenue Loss slide |
Revenue Loss by Leaves | Dollar amount | Revenue Loss slide chart + totals ("🏖️ Leaves") |
Revenue Loss by Other Factors | Dollar amount | Revenue Loss slide chart + totals ("⚠️ Other") |
Total Leaves | Whole number (count of leave days/instances) | "Total Leaves" and "Avg per Resource" metric on the Revenue Loss slide |
Revenue Loss Summary | Free text | "Revenue Loss Summary" block under Loss Breakdown on the Revenue Loss slide. Optional — hidden entirely if blank or the column doesn't exist |
Delivery Status | On Track / Green, Monitor / Amber, At Risk / Red — any case. Blank or anything else → gray | "Delivery" pill on the Executive Summary card |
Growth Status | Same accepted values as Delivery Status | "Growth" pill on the Executive Summary card |
Delivery Summary | Free text (multi-line OK) | Note text on the Executive Summary account card. Falls back to Notes if blank |
Notes | Free text | Fallback for the Executive Summary note if Delivery Summary is blank |
On Track≡Green, At Risk≡Red, Monitor≡Amber.
Feeds the "🔍 Backfill" / "Open Backfills" / "Avg Age" / "Backfill Loss" figures on the Executive Summary (totals bar, per-account card, and the single-account header) — deliberately not the Revenue Loss slide, since Backfill Loss is a cumulative, point-in-time figure rather than a per-month one and doesn't fit that slide's monthly breakdown. Three dates drive this, each with a distinct job — read the notes below, this is the one area of the sheet where getting the right date in the right column really matters.
| Column | Accepted values | Notes |
|---|---|---|
Account | Must match Slide2_Financials exactly | |
Status | Open or Closed | Backup signal only — see below. The date columns are what actually drive the numbers whenever they're present |
Created Date | DD-Mon-YY, e.g. 20-Mar-26 | The date this seat became vacant. Drives Open Backfills and Avg Age only. 2-digit year here, unlike the Mon YYYY rule used elsewhere |
Planned Fill Date | DD-Mon-YY, same format | The date you committed to / expected to fill this role by. Drives Backfill Loss ($) only — see below |
Actual Fill Date | DD-Mon-YY, same format. Leave blank while still vacant | The real date the seat was filled. Caps both the open/aging calculation and the loss calculation once entered. (Legacy header Filled Date is still read if this column isn't present) |
Rate Card ($/hour) | Number | Used with working days to estimate $ loss |
Created Date — total time the seat has been vacant. A role counts as still open, as of whatever month you're viewing, based on Actual Fill Date — not Status. Once Actual Fill Date is entered, the role stops counting as open from that date forward, even if nobody ever flips Status to Closed. If Actual Fill Date is still blank, the role counts as open for as long as Status says Open.
Planned Fill Date onward:
Planned Fill Date → $0 loss for that role. Normal hiring time isn't a loss.Planned Fill Date → loss = only the overrun, from Planned Fill Date to Actual Fill Date.Planned Fill Date → loss keeps growing month over month, and — like before — locks in and keeps showing in every later month once the role is eventually filled, rather than disappearing.Planned Fill Date → $0, even though it already counts toward Open Backfills/Avg Age. Not overdue yet.Planned Fill Date entered at all → $0 loss, regardless of how long the role has actually been open. There's no commitment to have missed, so nothing is counted as lost. If you want Backfill Loss to reflect a role, you must fill in Planned Fill Date.Closed with no Actual Fill Date are treated as cancelled/withdrawn requisitions — a role that was never actually filled by a hire. Those never count toward Open Backfills, Avg Age, or Backfill Loss, for any month.
Created Date name: despite the label, this isn't "when the row was typed into the sheet" — it's the date the seat became vacant, the reference point Open Backfills/Avg Age measure from. The column can't be renamed without touching every DL's existing workbook, so just keep in mind what it's actually used for.
| Column | Accepted values | Notes |
|---|---|---|
Account | Must match Slide2_Financials exactly | |
Month | Mon YYYY (e.g. Aug 2026) or an Excel date | Required — this is what the month filter matches against. A row only appears when its own Month equals the selected month |
Opportunity Name | Free text | |
Expected Annual Value ($) | Number or $-formatted string | Excluded from the Annual Pipeline $ / Opportunities # totals once Sales Stage = Closed |
Sales Stage | One of: Prospecting, Shortlisting, Proposal, Verbal Commit, SOW, Closed | Controls the stage badge color. Closed opportunities are excluded from pipeline totals but still shown as a row for the month recorded in their own Month column — then drop out of the table in every later month. They also count toward "Growth YTD" regardless of month |
Probability | High, Medium, or Low (exact case) | Drives the probability badge and the totals-bar counts |
Creation Date | DD-Mon-YY (e.g. 20-Mar-26) or an Excel date | Used to compute "Age" in the table; falls back to Age (Days) if blank |
Age (Days) | Whole number | Only used if Creation Date is blank |
Owner | Free text | |
Notes | Free text |
Closed: set Sales Stage to Closed on the row whose Month is the month it actually closed — don't re-enter it in later months. It'll show as a win on the Opportunities slide for that one month (with a green Closed badge), then stop appearing from the following month onward. The deal's value keeps counting toward "Growth YTD" on the Executive Summary indefinitely, independent of Month.
| Column | Accepted values | Notes |
|---|---|---|
Account | Must match Slide2_Financials exactly | |
Month | Mon YYYY | Determines which CSAT scale applies (see below) |
ENPS | Number, 1–5 | Rendered as smileys. Legacy header ENPS (1-5) is still read if ENPS isn't present |
CSAT | Number — 1–5 scale for May 2026 and earlier, 1–4 scale from June 2026 onward | Rendered as stars, labeled (/5) or (/4) automatically based on the row's own Month. Legacy header CSAT (1-5) is still read if CSAT isn't present |
Attrition % (Ann.) | Whole number percent, e.g. 5 for 5% | Green ≤5%, Amber ≤15%, Red >15% |
ENPS Note / CSAT Note / Attrition Note | Free text | Optional supporting note shown under each metric |
Month is June 2026 or later — every row already entered for May 2026 and earlier keeps scoring out of 5 automatically. You don't need to edit anything already submitted.
| Column | Accepted values | Notes |
|---|---|---|
Account | Must match Slide2_Financials exactly | |
Month | Mon YYYY | |
Type | Headwind or Tailwind (exact case) | Any other value won't appear in either column |
Title | Short free text | Bold line of the item |
Description | Free text; lines starting with - or * become bullets | Optional supporting detail. Same convention as a Markdown list. |
Description cell with no - /* line renders as a plain paragraph, same as before. To get bullets, start each point's line with - (a hyphen and a space) — just like a Markdown list. Use Alt+Enter in Excel to start a new line within the same cell (not a new row). Lines without the prefix stay plain lead-in text. For example, entering:
Month is exactly Mon YYYY (e.g. Apr 2026) on every sheet — this is the #1 cause of "my data disappeared."Account spelling matches character-for-character across every sheet.Margin Actual % / Margin Projected % are decimals (0.35), not whole numbers.Revenue Actual ($) isn't blank or 0 for a month that already happened.