Quick answer
Sales CSV Template Guide is part of the platform support library. Use this guide as the starting point, then follow the related links and in-product Help buttons for the screen you are using.
How to use this feature
- Open the relevant area from My Dashboard, Tools, or the Business Command Center.
- Use the current workspace so saved work stays attached to the right business.
- Save or export important results when the feature supports it.
What to remember
The platform separates free calculation and discovery from Pro ongoing management. My Dashboard is the everyday member home; Industry Command Centers are focused Pro workspaces; the Business Command Center is the broader operating environment.
If something does not look right
Confirm that you are signed into the intended account and workspace, then check your plan access. For data imports, verify that you are using the current downloadable template and have not renamed required headers.