Indzara Support

Overview of Steps Enter sales stages in your Sales process. Rename if necessary. Entering a new deal in Deals table Change Currency for Deal Value (amou...

Since we are using an Excel table, we have the default features such as filtering and sorting. Filter Deals table by Status – Select Open Deals In the ima...

You can also sort deals. Sorting deals The above shows sorting by Deal value. You can also sort by other columns such as Win % to see the highest win % deals.

When entering date in Stage Dates, it is extremely important that Excel accepts them as valid date format. Excel has sometimes different formatting based on...

To select multiple values in one slicer, press ctrl key while selecting values in a slicer. To clear all selections press the ‘Clear Filter’ button at top ...

The template by default uses US$ as currency. To change, just select the cells where you want to change the currency. Then, press Ctrl+1. Change Currency in...

You can create a column easily by typing the new column name in cell AA5. After that, if you need another one, enter a column name in cell AB5.

If a deal skips a stage, please leave it empty. The template has calculations in place to handle this. It will assign 0 days as time taken for that stage au...

Yes, password protected to prevent unintentional editing. Please use indzara as password to unprotect.

In case the chart’s bar colors change to Excel’s default blue and you need to change it, or you just want to change the color to something you prefer, pleas...