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How-toPeak Client Portfolio

What should the CSV for Client Portfolio look like?

One row is one client in one month. Separators can be tab, semicolon or comma; German and English number formats work; up to 2 MB. “Client” is required.

  1. Required: client. Recommended: month (YYYY-MM), revenue.
  2. Costs: recurring revenue, external costs, personnel costs, other costs.
  3. Time and energy: planned hours, actual hours, energy (1–10).
  4. Attributes: segment, industry, service, owner, renewal (date).

Next step

Import CSV

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