How do you download Demolytics data as a CSV file?

To download the CSV file from the Consensus platform, go to Sales Accelerator > Sales Demolytics:

 

Reports can be created for the full Organization (make sure to click the "Include SubGroups" box) or you can pick and choose which teams or users you'd like to add to the report.

You can also create reports based on specific demos. By default the system will select the full Organization and All Demos:

 

There are three different reports you can pull:

  1. User Report - this will list all users in the Consensus Platform; great for seeing which reps are utilizing the Platform
  2. Organization Report - this will list all of the different prospects/companies who received a DemoBoard created by your Sales Users
  3. Demo Report - this will list which demos are actively being sent to prospects

 

Below are some examples of where you can generate these CSV files:

 

Generate Users Report CSV:

 

Generate Organization Report CSV

 

Generate Demo Report CSV