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๐Ÿ“ค Export and Reports

The Account Planning module lets you export data in several formats for reporting, sharing, and archiving.

Export PDFโ€‹

Export a single account plan as a PDF document.

How to:

  1. Open the account plan.
  2. Click the dropdown menu (caret) next to the plan title.
  3. Select Export PDF.
  4. A new tab or window opens with the PDF.
  5. Use your browser's print or save option to download.

Use cases:

  • Share with clients in meetings
  • Attach to emails
  • Archive for compliance

Export Excelโ€‹

Export the account plans table to Excel (.xlsx).

How to:

  1. Go to Account Planning (main list).
  2. Apply any filters you want (only exported rows will be included).
  3. Use the Export Excel option (in the table menu or toolbar).
  4. An Excel file downloads.

Use cases:

  • Analyze plans in a spreadsheet
  • Create custom reports
  • Import into other tools

Export MindMapโ€‹

The Planning tab includes a MindMap editor. You can export it as:

PNG (Image)โ€‹

  1. Open the plan and go to the Planning tab.
  2. Create or edit the MindMap (LAMP icon).
  3. Use the Export MindMap or Export as PNG option.
  4. An image file downloads.

SVG (Vector)โ€‹

  1. Same as above.
  2. Use Export as SVG.
  3. An SVG file downloads (scalable, good for print).

Use cases:

  • Include in presentations
  • Print for workshops
  • Share strategy visually

Compare Plansโ€‹

Compare two plans side by side.

How to:

  1. Open an account plan.
  2. Click the dropdown menu โ†’ Compare plans.
  3. Select Plan A and Plan B (or the current plan and another).
  4. View the comparison.

Use cases:

  • Compare periods (e.g., Q1 vs Q2)
  • Compare before/after changes
  • Compare different clients' plans

Next Stepsโ€‹