Introduction
In the world of Focal Suite, spreadsheets are the unsung heroes that transform everyday tasks. From performing basic calculations to automating complex data analysis, spreadsheets provide a versatile toolkit that simplifies and enhances your daily operations. The Spreadsheet Focal Suite Add-On takes this functionality to the next level, offering an indispensable resource for organizing, sharing, and manipulating data.
So, why are spreadsheets so valuable? They allow you to create subfolders within folders and share them with users. By associating various modules like projects, leads, deals, contracts, and more with these folders, you gain a seamless way to organize related data. What’s more, you can effortlessly share these folders directly within these modules, fostering easy access and streamlining data management and collaboration. But the benefits don’t stop there. With spreadsheets, you have the power to manipulate, analyze, and visualize data as needed. They become your trusty companions for financial analysis, data tracking, and reporting, offering a structured and organized approach to working with data. In a world where data rules, spreadsheets are your secret weapon for success.
Add-on Purchase Steps
- Go to the menu and locate the Spreadsheet Add-On.
- On the Spreadsheet Add-On page, you can create new folders and files directly. Click on the “Create File” button to create a file or the “Folder” button to upload a folder.
- Select the module from the given list and assign a value.
- You can also share the files and folders with employees using the button provided beside each file and folder.
Events
- Project
- Contract
- Lead
- Deal
This is how you can access and utilize the Spreadsheet Add-On in Focal Suite.
