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Settings

EOD goals

Goal values used for dashboard pacing colors. Projected EOD is compared against these.

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Quarter target (rocket gauge)

Used by the 🚀 quarterly progress widget on the dashboard.

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Import quarter history (CSV)

Backfill the Quarter Pace chart with historical daily data from Northbeam. The chart only auto-fills going forward (one snapshot per day) — this lets you load past data so the line shows the full quarter immediately.

How to export from Northbeam:

  1. Northbeam → Sales Attribution → set view to your quarter date range
  2. Time granularity: DAILY
  3. Columns: include at minimum date, spend, revenue_no_tax (or just revenue)
  4. Export as CSV → upload below

Accepted date formats: DD/MM/YYYY or YYYY-MM-DD. Multiple rows per date are summed. Dates outside the active quarter window are skipped.

💰 Weekly profit margin (PM sub-tab)

Paste B1 from each weekly tab of the two SharePoint workbooks (SRI workbook + CyberTools workbook). Entries inside the active quarter date range are summed for the Profit Margin Contribution rocket gauge. Edit any cell below to fix a value — rows turn amber when there are unsaved changes; click Save to commit (or ↶ to discard). SharePoint auto-fetch (every Mon EOD PT via Microsoft Graph) coming soon.

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Amazon ASIN → product mapping

Maps each ASIN to a product so the Products tab can attribute Amazon Seller revenue accurately. Without this map, Amazon revenue falls back to a flat % split. Add your child (variant) ASINs — they're what Amazon orders reference.

Where to find ASINs:

  1. Seller Central → Inventory → Manage All Inventory
  2. Each row shows the child ASIN in the format B0XXXXXXXX
  3. Or click into any product's detail page — the URL contains /dp/B0XXXXXXXX

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Connections