# Upload Data Forecast

### **Module Guide: Upload Data Forecast**

#### **Module Location**

#### Sales > Sales Forecasting > Upload Data Forecast

#### **Module Objective**

#### The **Upload Data Forecast** module serves as a tool to upload or import sales forecast data in bulk into the system. This process uses a file in CSV (Comma-Separated Values) format, which allows for the efficient input of large amounts of data, especially for data that comes from external parties like distributors.

### **1. Main View and Parameters**

#### The main page of this module is a simple form for performing the file upload process.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/h4Limage.png)

#### Here is an explanation for each parameter:

<div _ngcontent-ng-c3911098579="" class="chat-history-scroll-container" id="bkmrk-customer%3A-select-the" style="text-align: justify;"><div _ngcontent-ng-c3911098579="" class="conversation-container message-actions-hover-boundary ng-star-inserted"><div _ngcontent-ng-c3335264474=""><div _ngcontent-ng-c585103654="" class="response-container ng-tns-c585103654-219 response-container-with-gpi is-mobile ng-star-inserted response-container-has-multiple-responses" jslog="173900;track:impression,attention"><div _ngcontent-ng-c585103654="" class="presented-response-container ng-tns-c585103654-219"><div _ngcontent-ng-c585103654="" class="response-container-content ng-tns-c585103654-219 is-mobile has-thoughts"><div _ngcontent-ng-c3335264474="" class="response-content ng-tns-c585103654-219"><div _ngcontent-ng-c1770593558="" class="markdown markdown-main-panel stronger enable-updated-hr-color" dir="ltr">- #### **Customer**:
    
    
    - #### Select the customer scope. The **All** option is likely used if your CSV file contains data from many customers.
- #### **File**:
    
    
    - #### Use the **Choose File** button to find and select the CSV file from your computer that contains the forecast data.

</div></div></div></div></div></div></div></div>#### **Upload File Format (Important!)**

#### To ensure the data can be uploaded successfully, your file **must** be in CSV format and have **4 columns** with the following exact order and names:

<div _ngcontent-ng-c3911098579="" class="chat-history-scroll-container" id="bkmrk-date-%28forecast-date%29" style="text-align: justify;"><div _ngcontent-ng-c3911098579="" class="conversation-container message-actions-hover-boundary ng-star-inserted"><div _ngcontent-ng-c3335264474=""><div _ngcontent-ng-c585103654="" class="response-container ng-tns-c585103654-219 response-container-with-gpi is-mobile ng-star-inserted response-container-has-multiple-responses" jslog="173900;track:impression,attention"><div _ngcontent-ng-c585103654="" class="presented-response-container ng-tns-c585103654-219"><div _ngcontent-ng-c585103654="" class="response-container-content ng-tns-c585103654-219 is-mobile has-thoughts"><div _ngcontent-ng-c3335264474="" class="response-content ng-tns-c585103654-219"><div _ngcontent-ng-c1770593558="" class="markdown markdown-main-panel stronger enable-updated-hr-color" dir="ltr">- #### **Date** (Forecast date)
- #### **CustomerID** (Customer Code)
- #### **itemcode** (Product Code)
- #### **qty** (Forecast quantity amount)

</div></div></div></div></div></div></div></div>### **2. Steps to Upload Forecast Data**

#### **Step 1: Prepare and Select the File**

#### Prepare your forecast data in a CSV file according to the instructions above. Then, on the module page, click the **Choose File** button to find and select that file from your computer.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/V1Eimage.png)

#### **Step 2: Start the Upload Process**

#### After the file is selected, click the **Upload Report** button in the bottom-left section to start the process of uploading the data into the system. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/9q6image.png)

#### **Step 3: Verification**

#### After the upload process is complete, you must verify that the data has been entered correctly. Open the **Sales Forecast** or **Distributor Sales Forecast** module to see the data you just uploaded.

### **Tips &amp; Important Notes**

<div _ngcontent-ng-c3911098579="" class="chat-history-scroll-container" id="bkmrk-upload-failures-are-"><div _ngcontent-ng-c3911098579="" class="conversation-container message-actions-hover-boundary ng-star-inserted" id="bkmrk-upload-failures-are--1"><div _ngcontent-ng-c3335264474=""><div _ngcontent-ng-c585103654="" class="response-container ng-tns-c585103654-219 response-container-with-gpi is-mobile ng-star-inserted response-container-has-multiple-responses" jslog="173900;track:impression,attention"><div _ngcontent-ng-c585103654="" class="presented-response-container ng-tns-c585103654-219"><div _ngcontent-ng-c585103654="" class="response-container-content ng-tns-c585103654-219 is-mobile has-thoughts"><div _ngcontent-ng-c3335264474="" class="response-content ng-tns-c585103654-219"><div _ngcontent-ng-c1770593558="" class="markdown markdown-main-panel stronger enable-updated-hr-color" dir="ltr" id="bkmrk-upload-failures-are--2">- #### Upload failures are most often caused by an **incorrect CSV file format**. Ensure the column names and their order are an exact match.
- #### Successfully uploaded data will likely go to the **Sales Forecast Inbox** first for an approval process before it becomes official forecast data.
- #### This module is very efficient for importing forecast data that is received routinely from external parties like distributors

</div><div _ngcontent-ng-c3335264474="" class="response-footer is-mobile gap has-thoughts complete"></div></div></div></div><div _ngcontent-ng-c585103654="" class="response-container-footer ng-tns-c585103654-219"><div _ngcontent-ng-c664847832="" class="actions-container-v2 ng-tns-c664847832-223 mobile"></div></div></div></div></div></div>