B2B pipeline input template
A blank CSV containing only the columns this tool reads. Keep these headers for automatic matching where supported; tools with role selection ask you to choose the outcome and features. Data is processed in your browser and never sent to a server.
B2B pipeline template
6 columns · 6 required roles
Template columns
| Column | Meaning | Type | Required |
|---|---|---|---|
channel | Channel | string | Required |
deal_id | Deal ID | string | Required |
event_time | Event time (with timezone) | string | Required |
stage | Deal stage | string | Required |
amount | Deal amount | number | Required |
currency_code | Currency code | string | Required |
Filling it in
- Use
YYYY-MM-DDfor every date. Mixed formats break period comparisons. - Numeric columns may use thousands separators and common currency wrappers such as
₩,$,KRW,USD, or원. Arbitrary text is rejected, so plain numbers remain the safest format. - Missing or invalid required values may exclude a row or stop the analysis, depending on the tool. Check its row and column diagnostics. Zero and blank are treated differently.
- Extra columns are fine—anything this tool does not use is ignored.