GTM Finance Allocation Console

Total employees0From allocation file

Fully allocated0Current total = 100%

Need attention0Missing or invalid

Database rows0Latest active version

Finance PIC queue

Missing allocation alerts

0 missing

Employee	Latest date	Total	Status	Action

HR coverage

Active UID employees without weights

0 employees

Department / BU	Employee	UID	Start date	Suggested period	Action

Normalized workload dashboard

Product mix by period

Employee allocation editor

Select employee

Existing period Version snapshot New effective month

Using snapshot: Original / Latest DB

Draft rows

Product weights by effective month

Show acknowledged

Paste ranges. Ctrl/Cmd+C, Ctrl/Cmd+V, Ctrl/Cmd+F supported.

Normalized workload analytics

Contribution changes over time

Employee search Employee Product search Product

--

- -

Employee contribution by product

100%

Selected period contribution-

1Choose file

2Upload

3Validate

4Apply / Review diff

5Update DB

Finance PIC only

CSV mass update with validation

Default: replace employee-period

Upload allocation CSV

Required columns: employee_id, product, effective_date, raw_weight. Optional: employee_name, note. Upload previews only; no database writes.

Slash-date format for this file

ISO YYYY-MM-DD is always accepted. Slash dates use one format per file. Day must remain 1; year must have four digits. Preview shows the normalized ISO date.

BlockingInvalid HR UID/product, duplicate key, invalid YYYY-MM-01, invalid weight or outside 0..1.

WarningBlank weight, product case mismatch, total raw weight not 1. Existing acknowledgements are retained.

Decimal onlyUse 0.3, not 30%. Replace all products in each CSV employee-period; other groups stay unchanged.

Upload the allocation template to preview changes against your current working draft.

Employee-period groups affected

Row	Employee	Product	Date	Raw	Type	Normalized	Validation

Database update history

Audit log

Admin only

Database management

Batch update Preview table Limit

Select a batch to preview before rollback.

SQL console for selected batch

Use view selected_batch_allocations. Only SELECT/WITH allowed.

Latest	Batch	Status	Rows	Groups	Updated	Actor	Action

Admin panel

User access

Root Admin

Google email Display name Role Status

Draft retention days Draft snapshots older than this are cleaned up automatically.

Email	Name	Role	Status	Protected	Last login	Updated	Action