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Reporting: Import past sales into Nutshell
Reporting: Import past sales into Nutshell

Learn how to import past sales and report on them in Nutshell for a better overview and deeper insights into sales performance and KPIs.

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Written by The Nutshell Team
Updated today

The Losses report is available on Nutshell Pro and above.

To successfully import past sales data into Nutshell, users must create a properly formatted .csv file containing essential columns, such as related entities, product names, values, and statuses, with specific formats for date fields. After importing, users can access comprehensive sales reports, adjust time increments for analysis, and compare sales performance over various periods to gain insights into both successful and lost leads.

Click here to learn more about importing your past sales data into Nutshell.

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