Every deal in Presail can be exported as a spreadsheet (.xls). This spreadsheet includes all the key details of your allocation management. You can read more about the different columns in the spreadsheet export in this article.
📤 How To Export Your Allocation Management [Basic Guide]
1️⃣ Click on the Deal you want to export a spreadsheet for.
2️⃣ Navigate to the Fundraising tab.
3️⃣ Click the Export button. A .xls file will be downloaded automatically.
📤 How To Export Your Allocation Management [Advanced Guide]