1. Where can I find the option to download metrics from the Status/Stages Chart?
You can find the download option within the CRM > Dashboard > Status/Stages Chart section. Look for the Download button, located Stages chart.
2. In what file formats can I download the metrics?
The available file formats to download the metrics are:
CSV (Comma-Separated Values)
Excel (XLSX)
PDF (Portable Document Format)
.
3. How do I apply filters before downloading the data?
Before downloading, you may need to filter the data to match your requirements. Follow these steps:
Navigate to CRM > Dashboard > Status/Stages Chart.
Select the Stage from the dropdown menu and the statuses from the list.
Click on the Download button to export the filtered results.
4. What if the downloaded file does not match the filtered data?
If the exported data does not reflect the filters applied, try the following:
Refresh the dashboard and apply the filters again.
Ensure that all required fields are selected before downloading.
Check if there are limitations on the export.
Contact CRM support team if the issue persists.