CSV template

CRM uplift 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.

CRM uplift template
5 columns · 5 required roles
Open tool →See an example result →

Template columns

ColumnMeaningTypeRequired
unit_idAssignment unit IDstringRequired
treatmentTreatment (0/1)stringRequired
outcomeNumeric outcomenumberRequired
segmentPre-treatment segmentstringRequired
sample_roleTrain/evaluation rolestringRequired

Filling it in

  • Use YYYY-MM-DD for every date. Mixed formats break period comparisons.
  • Numeric columns may use thousands separators and common currency wrappers such as ₩, $, KRW, USD, or 원. 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.

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