The Explore tab

Every other tab gives you a number. Utforska gives you the records that make it up.

1. 1Choose what you are looking at: Kunder, Kontakter, Leads, Affärsmöjligheter or Prenumerationer.
2. 2Filter it down.
3. 3Read the table — for customers that is Företag, Bransch, Plats, Årlig intäkt, Total intäkt, Hälsa and Skapad.
4. 4Export it: Exporterade {{count}} poster.

This is the tab that settles arguments. When a chart says something surprising, the useful question is "which customers is that?" — and the answer is here rather than in a guess. Checking a suspicious number against its records takes a minute and has saved more bad decisions than any other habit in this page.

It is also where a list becomes work. Filter to the at-risk customers you saw on the Customers tab, export them, and you have the week's call list: Export a list to Excel or CSV.

⟦Inga poster matchar aktuella filter⟧ means the filters, not missing data — clear them one at a time. Ingen data tillgänglig means nothing of that type exists in the period at all.

Explore or My Reports? Explore is for a question you have once. If you find yourself rebuilding the same filters every Monday, save it as a report instead: Build a custom report.