InsuredMine CRM | Optimize and Grow Your Insurance Agency

Download deal chart table data into Excel format

Update – Any table representation of data in the sales dashboard can be downloaded into an excel file.
Application – Now download and share reports and get the whole team in-sync



  • Navigate to the Dashboard and choose Sales Dashboard 

  • Choose any report with a table view to find the Download Table Data button.

  • The table will be downloaded into your computer in .csv format.

Would you recommend this article?

Contact Us

Looking for more information or want to try one of our paid plans?