Understanding how your projects are performing financially requires more than projections alone. In this guided video, you’ll learn how to import actuals into ProjectMark and connect real financial data with your forecasts.
This walkthrough shows how actuals can be synced to opportunities and projects, how to prepare and upload your data, and how those actual values appear inside the Forecast dashboard. By combining real outcomes with projected distributions, you can gain a clearer, more reliable view of both current performance and what’s ahead.
Accepted Currency Formats for Actuals Imports
When preparing your file for importing actuals, it’s important to use a currency format that ProjectMark can read correctly.
ProjectMark supports several common numeric and currency formats, including:
- 150000
- 150000.00
- 150.000,00
- $150,000.00
Currency symbols (such as $) and thousand separators are supported, as long as the value represents a valid number. Decimal separators can follow either dot (.) or comma (,) conventions, depending on your regional formatting.
Best practices:
- Keep formatting consistent across the entire file
- Avoid mixing different currency symbols or formats in the same column
- Ensure values are numeric (no text or notes in value cells)
Using a clean and consistent format helps ensure your actuals import successfully and appear accurately in your forecasts.
