Invoice Calculation
Monthly invoice for a single customer email. Aggregates TCV and License Fee per product group.
Orders
Browse raw orders with computed columns. Refunds appear as a second row sharing the same Sales order number.
Formula columns
cols AL–BC of the Excel "Raw Data" sheet
Import CSV
Upload a
.csv file or an archive containing one
(.zip, .gz, .tar.gz, .bz2, .xz).
Columns should match the Excel Raw Data sheet (cols A–AK);
headers are matched case-insensitively. Derived columns (AL–BC) are
regenerated automatically after every import. Refund rows (negative
Order value) are stored alongside their sale row, sharing the same
Sales order number.
Fetch from Metabase
Import history
| When | File | Total | Inserted | Updated | Skipped | Failures | Notes |
|---|
Import Scheduler
Automate recurring Metabase fetches. At most one import runs at a time — extras queue behind the active one.
Schedules
| Name | Report | Interval | Next run | Enabled | Actions |
|---|
Add Schedule
Backfill Jobs
New Backfill Job
| Name | Report | Progress | Status | Chunk | Last chunk | Rows | Actions |
|---|---|---|---|---|---|---|---|
| No backfill jobs. | |||||||
Execution log
| Schedule | Report | Queued at | Status | Fetched | Imported | Fetch time | Import time | Error |
|---|
Lookup Tables
Edits trigger a recompute of the derived columns on all orders.
▸ Product Groups Maps product name → product group / customer type / company.
| Product | Group | Customer Type | Company |
|---|
▸ Product Owner Companies Maps product group → owning company / customer type.
| Group | Company | Customer Type |
|---|
▸ Countries Maps country → continent. Used by region rollups in reports.
| Country | Region |
|---|
▸ Excluded vTiger IDs vTiger account IDs excluded from Same vTiger ID expansion in License Timeline.
| vTiger ID | Note | Added |
|---|
Users
Add users by their Microsoft email. They can sign in via SSO once added.
awaiting approval
| Name | Microsoft Email | Joined | Assign role |
|---|
Active users
| Name | Microsoft Email (SSO) | Role | Created | Last login |
|---|
New note
Expiry
Reminder
Add a task
Tasks
| # | Task | Status | Updated | Actions |
|---|
No tasks yet.