Background- The Acme Corp. sales organization has chosen Xcelsius® as their best of breed dashboard development solution to present valuable metrics to sales managers. In this example, sales managers use a dashboard to visualize the performance of their direct reports.

The Problem- While the dashboard provides baseline functionality with connectivity to live data for visualization and navigation, there is no method for extracting or saving data. To maximize the team’s efficiency, the end users requested an ability to export to Excel, save comments and share snapshot summaries with other reps.

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