📈 Import Pub Stats

⚠ Overwrites existing data

Matching advertiser + publisher + month records will be replaced. A rollback backup will be exported automatically.

When to use:

After receiving real publisher payout reports. This feeds Actual Margin and Actual Cost across the tool.

Required columns:

Publisher Name · Advertiser Name · Event Month ID (YYYYMM, e.g. 202507) · Revenue · Pub Payout · Revenue Net · Margin

Accepts .xlsx, .xls, or .csv. Currency formatting ($, commas) auto-stripped.

📊 Import Budget Excel

⚠ Replaces all budget data

All advertiser budgets, margins, costs, reforecasting actuals, and weekly flash data will be overwritten. A rollback backup will be exported automatically.

Expected file format:

The same 2026_Budget_Tracking.xlsx workbook your finance team uses for budgeting. The importer reads these sheets:

Search Budget · Affiliate Budget · Social Budget

Per-advertiser rows with monthly Revenue and Margin columns

Reforecasting

Actuals for months with real revenue data

Weekly Flash – [Month]

Projected spend, incremental, WTGL, launches, and recognized revenue per month

When to use:

When finance distributes an updated budget workbook, or for initial data load. This is the primary import method — everything comes in from one file.

FinanceIQ_Rollback_...