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Upload forecast data from files without extensive reformatting

Investment Thesis

Multiple customers needed to bring in budget/manual forecasts from spreadsheets for categories that don't flow from ERP or ML (tax, talent costs, manual entries). Reducing friction in this upload process directly impacts how quickly teams can get a complete forecast into Palm.

Desired Outcomes

Current Focus

This job has been delivered.

Already Addressed

Existing features that get this job done.

Desired Outcome Status Feature
Minimize the manual changes required to file formats before upload ✅ Solved Batch Forecast Uploads
Reduce the time spent aligning number formats and column structures ✅ Solved Batch Forecast Uploads
Increase the success rate of first-time file uploads ✅ Solved Batch Forecast Uploads
Reduce errors from manual Excel manipulation (format, decimal conventions, typos) ✅ Solved Batch Forecast Uploads

Not Yet Addressed

Known outcomes not in scope.

Desired Outcome Evidence
Automatic categorization of uploaded data Discogs
Duplicate detection when re-uploading Discogs
Edit saved column mappings after initial setup ON

Current Approach

Stage: Delivered

Batch upload capability shipped with Excel/CSV support, AI-powered column recognition, category mapping, and multi-sheet handling. Core flow validated and delivered to production.

What's Validated

  • Upload flow works — Core path validated (ON, Discogs)
  • AI column recognition works — Automatic field mapping (ON)
  • Category mapping works — Map file categories to Palm categories (ON)
  • Multi-sheet handling works — Multiple sheets in one file (ON)

Feedback Log

Date Company Validated Summary File
2025-06-26 ON Yes Early testing, core flow works View
2025-08-27 Discogs Partially Needs friction reduction, auto-categorization View
2025-10-02 ON Yes Core validated, European number formatting issues View