CSV Template for User Metrics

SuccessPro User Metrics Upload

SuccessPro allows for bulk upload of user metrics. A CSV file should contain the following fields:
  • tenantSpecificUserId
  • A unique identifier (username, CRD, etc) usually established as part of user provisioning setup
  • metricKey
  • The unique key of a metric configured in SuccessPro
  • year
  • The year the corresponds to the metric period
  • period
  • Examples: w1, m3, q4 (week 1, month 3, quarter 4)
  • value
  • A numeric float value
  • valueType (optional)
  • Available types: actuals, targets, forecasts, outlooks, simulations

Click on the attachment to this article to download a starting template for user metrics.

ActiFi User Metrics Upload Template.xlsx
12KB, Uploaded 6 months ago