#csv

How to Import a CSV File Into a Reusable Dataset

A CSV export that only exists as an email attachment gets re-cleaned by hand every time someone needs it. Here's how to import it once and reuse it instead.

Building a Sales Pipeline Report From a CRM Export

No live CRM connection, just a weekly export. Here's how to turn that CSV into an open-pipeline-by-rep report you don't have to rebuild by hand every Friday.