Insights Boards have been created with Collaboration@Workplace in mind. If you like any Insight card and want to download the underlying data in a tabular format like .csv, here’s what you do:
- Login to your OnlineSales.ai Account at apps.onlinesales.ai
- Navigate to ‘Insights’ tab on the top navigation bar
- Open a board by selecting it under ‘Board’
- Click on the Download icon
- The card data will download in a tabular format viewable on Microsoft Excel or Google Sheets.