Upload KPI Results
in Bulk
A simple guide for uploading KPI records from a CSV/spreadsheet file, validating the results, and approving accurate data before it updates dashboards and reports.
The KPI Upload & Validation Console allows KPI owners and administrators to upload KPI history or recurring KPI results using a structured CSV file.
The process is designed to protect reporting quality. Uploaded records are staged first, then reviewed and approved before they update the KPI dashboard.
Prerequisite: the Source Setup step must already be completed before users can upload KPI files. This is the one-time configuration where an administrator or KPI owner defines the source file and event structure.
Access the CSV Uploads Panel
From the KPI Dashboard Simple View, click CSV Uploads on the right-hand side of the dashboard.
Start in the Incoming File Log
After opening the CSV Uploads panel, go to the Files tab and click Upload records from a CSV event.
Complete the Record Upload Panel
Select the pre-configured CSV Event, enter the Receipt Date, choose your CSV file, and click Save.
Validate and Approve KPI Records
Move to the Validation step. Open the pending records, review the uploaded KPI values, then click Approve for valid records or Reject for incorrect records.
Why this matters
Validated KPI uploads reduce manual reporting effort while protecting data quality. Only approved records flow into dashboards, reports, and executive views.
One-Time Source File Configuration
Before users can upload recurring KPI files, an administrator or KPI owner must first configure the CSV Event. This tells Presto how to recognize the incoming file, who owns it, and how the records should be mapped to existing KPIs.
Source Setup Process
| Step | Action | Purpose |
|---|---|---|
| 1 | Receive the source file | Obtain the recurring KPI file from the ERP system, client, department, or stakeholder. |
| 2 | Confirm the file structure | Check columns such as KPI name, result value, reporting date, unit of measure, and owner/team. |
| 3 | Create the CSV Event | Define the upload event users will select later when uploading the recurring file. |
| 4 | Map file fields to Presto KPIs | Link the incoming file records to the correct pre-existing KPIs on the dashboard. |
| 5 | Assign ownership and team logic | Ensure the file is connected to the correct KPI owner, team, department, or reporting group. |
| 6 | Test the upload and validation flow | Upload a sample file, validate records, and confirm approved data updates the correct KPIs. |
Download the KPI CSV Upload & Validation Job Aid
To support adoption, we've created a practical KPI CSV Upload & Validation Job Aid. This guide explains how to upload KPI data, monitor incoming files, and validate records before they impact reporting.
Designed for KPI Owners, Team Leads, Analysts, and Administrators, it complements the step-by-step process shown above and provides a quick reference for managing KPI data efficiently and accurately.
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Step-by-step guide to uploading KPI records via CSV
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How to monitor incoming files and track upload status
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Validation and approval best practices to ensure data accuracy