What this page is for
Sometimes you need the plan in a spreadsheet — to share it, to work on it offline, or to load a lot of numbers at once. Spherecast has two tools: Download Demand to export, and Upload Forecast to import. Both work in the background and notify you when they finish.Download Demand
Choose forecast or targets, then set the options.For a forecast download
| Option | Choices |
|---|---|
| Forecast type | Baseline, Baseline Adj., or Consensus (default Consensus), plus any custom line |
| Lag | Optionally pull from a snapshot at a chosen lag |
| Filters | Channels, markets, groups, categories (with exclude), sales rep |
| Granularity | Weekly or Monthly |
| Date range | The period to export |
| Include | Revenue and/or units |
| Aggregate by | Market, channel, or group |
| Other | Exclude zero demand, merge supersessions |
Upload Forecast
Choose forecast or target, then set where the numbers land.| Option | Choices / notes |
|---|---|
| Apply to | Target, a custom line, or Consensus |
| Upload past periods | Include months that have already closed |
| Create adjustments | Turn the upload into reviewable adjustments, with a description |
| Only apply to new items | Defaults on — protects established products |
| Warehouse allocations | Per channel → warehouse; each channel’s splits must sum to 100% |
File limits
- Formats: CSV, XLS, XLSX
- Maximum size: 50 MB
Errors you might see
Spherecast flags problems instead of loading bad data:- Inactive, missing, or duplicate SKUs
- Missing or unknown channels
- Invalid market–channel combinations
Target upload rules
- Target uploads are blocked if product-level (SKU) targets already exist or a scenario is active.
- If your uploaded targets would overwrite existing goals, an override confirmation appears first.
Step by step: upload a Consensus forecast
- Open Upload Forecast and choose forecast.
- Set Apply to = Consensus.
- Decide whether to upload past periods and whether to create adjustments.
- Leave only apply to new items on unless you mean to overwrite existing items.
- Check each channel’s warehouse allocations sum to 100%.
- Attach your file (CSV/XLS/XLSX, under 50 MB) and submit.
- Fix any flagged SKU or channel errors and resubmit.
- Wait for the completion notification.
Example
A planner exports Consensus for the Midwest and West markets, monthly, in units, aggregated by channel — one clean .xlsx to share with sales. Later, they receive a revised file, open Upload Forecast, set Apply to = Consensus, confirm each channel’s warehouse splits total 100%, and submit a 6 MB XLSX. Two duplicate SKUs are flagged; they remove the duplicates and resubmit, and a notification confirms the load.Tip: Keep only apply to new items on unless you truly intend to replace numbers for existing products — it’s the safeguard that stops a bulk upload from wiping out work already in the plan. See Targets for how target uploads interact with top-down goals.