How to Refresh or Edit a Living Report
You can refresh your report as often as you need to. Open your saved Excel file.
1. Click “Data” tab.
2. Click arrow on “Refres...
How does Forecasting work? (video) How to create Principal Plans and Customer Forecasts
Who’s interested in Forecasts v Living ReportsForecasts
Set up Plans by ManufacturerData Management > Plans & Forecasts > Li...
Tutorial – How to Create a Living Report
Click below to watch “What is a living report and why would I create one?”
You can create a “live” report in Excel that pulls your Opp...
How to Export Companies
We can Export information from the company records, you can select a range of specifics on what you want exported.
Left click “Companies.” OR le...
How to Create Opportunity Reports
You can prepare a report to share with the principal/manufacturer. This will help them to know what has been going on with different opportu...
