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Everything you need to upload your data and get your portfolio analysis.
Our template works with Google Sheets, Excel, and any spreadsheet app. Download it, paste your customer data, and upload it back.
Download CSV TemplateColumn Guide
| Column | Required | Description |
|---|---|---|
| customer_name | Required | Business name of your customer |
| address | Required | Street address (for geocoding on the map) |
| city | Required | City name |
| state | Required | State abbreviation (FL, GA, TX...) |
| zip | Required | ZIP code |
| last_purchase_date | Required | Date of most recent purchase (YYYY-MM-DD) — Kate uses this to classify accounts |
| total_revenue_12mo | Required | Total revenue in last 12 months — needed for revenue analysis and opportunity sizing |
| customer_type | Required | dealer, contractor, retail, etc. — used for territory and industry matching |
| assigned_rep | Required | Your sales rep — needed for territory planning and prospect assignment |
| phone | Optional | Customer phone number |
| Optional | Customer email address | |
| contact_person | Optional | Primary contact name at the business |
K
Kate's Tips- More data = better insights. The more columns you fill in (especially last_purchase_date and total_revenue_12mo), the more accurate Kate's analysis will be.
- Don't worry about formatting. We handle date formats, currency symbols, and address normalization automatically.
- Address is key. A valid street address is all Kate needs to place customers on the map. PO Boxes won't geocode — use the physical business address.
- Your data is encrypted. We use client-side encryption. No one — not even our team — can read your customer names or financial data.
Need help? Reply to any email from Kate — it goes straight to Javier, our founder.