Along with Roveel's out-of-the-box functionality with the data stored in your accounting software, you can also import certain key data into the following of Roveel's Marketplace dashboards via an Excel template, without the need to enter this data directly into your accounting software.
Nominal Budget IMPORT template
Nominal Department Budget IMPORT template
Customer Target IMPORT template
Custom Dashboards:
Customer by Product Target IMPORT template
Product Category Target IMPORT template
Please complete the relevant template/s and send the completed document to support@roveel.com.
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