Can I export Northbeam data?

You have the ability to export multiple types of data from different Northbeam dashboard pages

How to export Northbeam Sales Page data

The Sales Page data export capability enables you to make informed decisions, optimize marketing strategies, and drive business growth.

  1. Chart Values allows you to see all the graphical data in a table for a selected time period. Click Export > Chart Values at the top of the Sales Page for an immediate download.
  2. Table Values allows you to export the data as presented in the table for a selected time period. Click Export Chart Values at the top of the Sales Page for an immediate download or follow these instructions to learn how to customize and export your Sales Pages data.
  3. Northbeam Data Export API easily integrates into your existing marketing stack and allows you to fetch data whenever you want. Access Documentation for Northbeam Data Export API

How to export Northbeam Orders Page data

The Orders Page data export capability allows you to review order popularly, sales trends, customer patterns, and more.

  1. Choose a given time period at the top of the Orders Page
  2. Select the filter values you want to export
  3. Click Export Data
  4. Your report will be available for download on the Documents Page via the hamburger menu at the top right of the dashboard

How to export Northbeam Overview Page data

The Overview Page data export capability allows you to review Northbeam's two accounting modes: Cash Snapshot and Accrual Performance. 

  1. Overview Report is a branded and accessible PDF to make reporting to executives or clients easier. Click Print Page at the top of the Overview Page and follow the directions on the screen to brand the report.
  2. Cash Snapshot and Accrual Performance table data can also be exported based on the time period chosen via the Data Filter at the top of the Page.

How to export Northbeam Customer LTV Page data

The Customer LTV Page data export capability allows you to review customer segmentation, targeted marketing, retention strategies, and more.

  1. Create the report you would want to see in your Northbeam dashboard.
  2. Click Export to CSV
  3. The data displayed in the table will be exported directly onto your computer