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

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

#	change	employee_id	employee name	product	effective date	raw_weight	note	normalized weight

Normalized workload analytics

Contribution changes over time

Employee search Employee Product search Product

--

- -

Employee contribution by product

100%

1Upload

2Validate

3Review diff

4Update 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. Warnings allowed; blocking errors stop database update.

BlockingMissing columns, invalid employee, duplicate key, locked period, non-number weight.

WarningBlank weight, product case mismatch, unknown product, total not 100%.

Auto-fixTrim spaces, convert 30% to 0.3, calculate normalized_weight.

Row	Employee	Product	Date	Raw	Type	Normalized	Validation

Database update history

Audit log

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