Upload the project information CSV file to MotionBoard Cloud as a shared CSV file

MotionBoard Cloud is a domestically developed business intelligence (BI) tool that accelerates business decisions and enables data-driven management by visualizing, analyzing, and sharing various data.
It can incorporate information from a variety of data sources, such as management data (SoR) such as accounting, finance, and human resources stored in mission-critical system, core system, and data related to customer and user engagement (SoE) such as CRM and marketing, and perform data visualization and visual analysis to gain insights into solutions for the various challenges companies face.

This application provides data integration processing for visual analysis that integrates information on deals, products, and customers managed in CRM, enabling sales managers to streamline pipeline management and sales forecasts, and enabling executives to always have access to the latest and most accurate management information.

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How to install and use it

Script Details

Upload shared CSV files (MBC_upload_shared_CSV_files)

Create a project information CSV file for upload by internally joining the project information CSV file and the product information master CSV file using the product code, then internally joining the customer information CSV file and the account ID. Upload the project information CSV file to MotionBoard Cloud as a shared CSV file.

• Download specifications
• Try HULFT Square

How to install and use it