Overview
Share updates with your team and leadership. All exports respect your Role View (CRO/VP/Manager) for correct scope.
Access
- Open Export from the Simplified Dashboard header
- Exports include simplified unified forecast and risk context
Email Summary
- Sends a snapshot with primary metrics, forecasts, risks, and recommendations
- Useful for weekly updates to leadership or cross‑functional partners
Excel Report
- Comprehensive export of unified dashboard metrics for analysis
- Ideal for ad‑hoc analysis, QBR prep, and RevOps workflows
Executive Presentation (PowerPoint)
- Generates a deck with key charts and playbook insights
- Great for forecast calls and leadership reviews
Troubleshooting
- If export shows as processing, try again after data refresh
- Ensure period and role selections match what you want to export