You can only import projects using Excel, if you are an account admin or project creator.
Most companies have their own preferred charts and analytic approaches to track the pipeline of deals as well as individual deals, often times comparing deals against certain metrics.
- The Midaxo Platform allows exporting of all project data for detailed analysis using Excel (or other tools). The screenshot below shows how a download of revenue, EBITDA, and status information about selected projects in Midaxo would look on Excel.
Note: The best practice is to keep reporting all in one place. The majority of reports that companies will run can also be created using the Midaxo Analytics feature.