Create a value model from a spreadsheet

Use this method when you have an existing spreadsheet with inputs and formulas. AI extracts the structure and creates an initial value model. Spreadsheet Import is a one-time tool; it generates the model once. To continue refining it after that, use ValueStudio.

The extracted structure is a starting point, not a finished product. Simplified spreadsheets produce better results; remove merged cells and decorative formatting before uploading. Review all extracted assumptions and formula logic before publishing.

See how it looks

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The quick way

1. Sign in to Value Factory and select Value Models.

2. Click + Create Value Model, then choose From Spreadsheet.

3. Upload the spreadsheet, click Generate Value Model, then click Go to Value Model Configuration.

4. Review the extracted structure and refine as needed.

5. Test and publish. See Test and publish a value model.

Do this step by step

Upload and generate the model

1. Sign in to Value Factory (value.showpad.com) and select Value Models.
2. Click + Create Value Model, then choose From Spreadsheet.
3. Upload your spreadsheet file by dragging and dropping it into the drop box or click browse to find it on your computer.
4. Click Generate Value Model.
5. When generation finishes, select Go to Value Model Configuration.

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Review the extracted structure

AI extracts names, types, assumptions, groups, and formulas from the spreadsheet. Review everything before testing and publishing. For detailed guidance on editing the Discovery Items, Inputs, and Calculations/Formulas tabs, see Build discovery items, inputs, and formulas.

1. On the General tab, confirm the value model’s details (Name, Label, Description, Type, Currency, and visibility settings) and click Save.
2. On the Discovery Items tab, click + Create to add any discovery questions the spreadsheet did not contain, then click Save.
3. On the Inputs tab, check extracted input names, types, defaults, and groupings against the source workbook. Click + New to add additional Inputs, then click Save.
4. On the Calculations / Formulas tab, verify that formulas reference the correct input names and produce expected results. Enter the Name, Description and formula, then click + Add Formula.
5. Select the Opportunity Visibility tab and choose a policy:
   • Users choose - defaults to “Everyone at my organization”: For sellers, calculations are visible to the organization by default. Sellers can make it private.
   • Users choose - defaults to “Only me”: For sellers, calculations start as private. Sellers can make it visible.

   • Always private to the creator: Always private to the person who created it. For sellers, every calculation stays private.
     
     Click Save after choosing a policy.

     Note: The Opportunity Visibility tab is available only after you save General settings.

6. Validate the imported logic before publishing. Run the same inputs through your original spreadsheet and the imported value model, then compare the outputs. If the results match, the imported logic is behaving as expected. If they differ, review the Calculations/Formulas tab for any formulas that didn't extract correctly.
7. When you're ready to publish, click the publish link in the yellow banner at the top of Value Model Configuration. See Test and publish a value model.

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Troubleshooting