Import Excel in the Sales Dashboard

Overview

The Import Excel feature helps you to create visualizers with values or data changed,

Step-by-Step Guide

1. On the Home page, click Sales Dashboard.

   

   
   

2. On the Sales Dashboard page, click Import Excel. The Import Spreadsheet pop-up box appears.

   

   
   

3. Enter a name for the Visualizer in the Visualizer Name field.

   
   

4. Click to select the Visualizer Type from the Choose Architecture/Deal Type drop-down list.

   
   

5. If the spreadsheet is ready, click Choose File to upload the spreadsheet. Otherwise, click Download Template to get a formatted file for upload. A template gets downloaded to your device.

   
   

6. Add, edit, or update details in the downloaded template, and then click Choose File to upload the spreadsheet.

   
   

7. Keep the toggle button enabled. If disabled, it would create sample data.

   
   

8. Click Create.

   
   

9. The newly created Visualizer appears on the Sales Dashboard page.

   
   
10. Hover the mouse over the newly created Visualizer and click the button that appears to view the Visualizer. If both Discovery Wizard and Value Collaborator are configured, then you can select the UI to open the Visualizer.