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In this article, we will show you how to add Performance data!
📊 How to Add Unit Revenue Data in Bulk
Did you know that you can add values in bulk in the Performance module?
In this article, we will teach you how to add revenue values for your units in bulk.
⭐ Step-by-Step Guide to Adding Data in Bulk in the Performance Module
🔸 Step 1
First, you need to export a list containing the IDs and names of your units.
You can export this information directly from the Yungas platform by accessing:
Settings >> Units
🔸 Step 1.1
In the Franchises/Units module, click the three dots in the upper-right corner of the screen, next to the "New Franchise | Unit" button.
🔸 Step 1.2
In the options menu that opens, you can click either "Export data as .CSV" or "Export data as .XLSX".
A file containing the franchise data will be downloaded.
You will use this exported file in the following steps.
Source: Yungas >> Settings >> Franchises | Units
🔸 Step 2
Now, access the Performance module and click "Import Data".
Source: Yungas >> Performance Module >> "Import Data"
🔸 Step 2.1 — Download the CSV Template to Import Data
Click "Download Table Template".
Source: Yungas >> Performance Module >> "Import Data" >> "Download Table Template"
After downloading the template, enter the information in the following columns, keeping the same order:
🟢 Unit ID;
🟢 Franchise name (exactly as registered in Yungas);
🟢 Year;
🟢 Month;
🟢 Actual Revenue;
🟢 Planned Revenue.
🔸 Step 2.2
Fill in the Unit ID and Unit Name columns, using exactly the same spelling as registered in Yungas.
Use the franchise data exported in the previous steps.
Source: Yungas >> Performance Template Spreadsheet
🔸 Step 2.3
In the Month and Year columns, enter the period corresponding to the value being recorded.
To make data verification easier, we recommend organizing a separate worksheet tab for each month.
🔸 Step 2.4
In the value columns (Actual Revenue and Planned Revenue), enter the amounts corresponding to the period and unit.
Each row must contain at least one of the two types of values. It is not necessary to fill in both.
If the current value is zero, enter R$ 0,00. If a value has already been recorded, keep it.
All amounts must be entered using the Brazilian currency format:
R$ xx.xxx,xx
NOTE: Round the amounts by disregarding the cents.
For example, if a unit generated revenue of R$ 29.800,96, round the amount to R$ 29.800,00.
🔸 Step 2.5
After completing the spreadsheet, download it in .csv format, making sure that the file uses a comma as the field separator.
🔸 Step 3
Now, on the Yungas platform, access the Performance module.
🔸 Step 4
On the module screen, click the "Import Data" button.
🔸 Step 4.1
In the window that opens, select or drag the spreadsheet file you prepared earlier and click "Import Revenue Data".
If the process is successful, a confirmation notification will appear in the upper-right corner of the screen, indicating that your changes have been saved.
Source: Yungas >> Performance >> GIF showing the revenue data import process
👀 What If I Need to Update the Data Manually?
Remember that you can also enter the values manually for each franchise or unit.
To do so, click "Register Manually" and fill in the information on the form, as shown in the screenshot below.
⚠️ Important!
All fields are mandatory.
This means that even if you are not updating a particular field, you must still fill it in, including information that is already registered on the platform.
Done!
Your values have been updated!
Still Have Questions? 🤔
Contact our Support team through the Message icon.
⌚ Support hours: 9:30 AM to 5:30 PM.