HISTORICAL CFI SOURCE
CFI Completed Month Import
Load one exact closed calendar month from Power BI CFI Sales by Tenure. This is separate from the normal daily MTD upload and is stored as historical monthly performance.
Current reconciliation target: August 2026 is the only missing Jan–Aug completed month for AUB, CHS, COL, GVL, JAX and WIL. Charlotte is already complete through August.
Power BI · CFI Sales by Tenure
CSV or Excel accepted. Keep employee, branch, Net Sales, Issued Opps, ADO, ADSA, Close %, Quote %, Avg Sale and 48-hour cancel fields. A regional file may contain all Southeast branches; out-of-region rows are excluded by the governed importer.