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Editing or Correcting Sales Data in a Campaign

This article explains how to edit or correct sales data that has already been entered into a sales collection campaign, and how revisions are tracked.

If you need to update sales data that has already been submitted, you can do this directly from the Campaigns page in the Sales Collection Portal.

Edits are made using the same slide-out panel used for data entry.
Any changes you make are saved as revisions, meaning:

  • Previous values are not deleted

  • A full history is retained

  • You can see who made a change and when

This ensures data remains transparent and auditable.

Step 1: Open the Campaign

  1. Log into the Sales Collection Portal.

  2. From the sidebar menu, select Collection.

  3. Click Campaigns.

  4. Locate and open the campaign you want to work on by clicking the campaign row.

Step 2: Find the Entry You Want to Edit

Within the campaign page, you’ll see a table showing all sales entries and their progress.

You can use filters at the top of the page to help locate the correct entry, including:

  • Period

  • Submission status

  • Required vs optional submissions

  • Collection dates

Once you’ve found the correct entry:

  1. Expand the relevant row to view the individual periods.

  2. Identify the period you want to correct.

Step 3: Open the Slide-Out Editor

  1. Click directly on the row for the period you want to edit.

This opens the slide-out panel on the right-hand side of the screen.

The slide-out displays the currently saved sales data for that period.

Step 4: Make Your Edits

  1. Update the required sales values in the slide-out panel.

  2. Review your changes carefully.

  3. Save your updates.

The revised values will now be reflected in the campaign table.

How Revisions Work

When you edit sales data:

  • The system creates a new revision

  • The previous data is preserved

  • Nothing is permanently overwritten

Each revision includes:

  • The updated values

  • The date and time of the change

  • The user who made the edit

This means:

  • Accidental edits can be reviewed

  • Changes are fully traceable

  • Data integrity is maintained

You are not deleting or replacing historical data — you are adding a new version.

If You Make a Change by Accident

If an edit is made unintentionally:

  • The revision history allows changes to be reviewed

  • Support teams can clearly see what was changed and when

This reduces risk and ensures confidence when making updates.