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OCTOBOARD
KNOWLEDGE BASE
TUTORIALS
Octoboard products, pricing and plans
Connecting and using your first app
Multiple clients, users and app logins
Sharing data and building white label client portals
Sending automated insights via Slack and Email
Scheduling automated reports
Configuring Dashboard Areas
SHARING DATA
Creating client portals with white label subdomains
Creating public dashboards
Sharing TV Loops
White Label Subdomains: Creating client portals
Embedding: Adding white label dashboards to your website
INTEGRATIONS
List of Octoboard integrations
SQL Database / CSV and Text file import
Connecting to Google Sheets
Connecting to SalesForce
Connecting Instagram and LinkedIn
Connecting to Facebook
REST API
How to configure Leads and Actions in Facebook Ads
How to connect and display HubSpot data
PURCHASING
Octoboard trials
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DASHBOARD AND REPORT DATA
How much data is stored?
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FEATURES
Currencies in data widgets
Applying markup to paid advertising metrics
How to show changes as percentage.
How to add image to dashboard?
How to display web pages inside a dashboard?
How to create mashup widgets?
MISCELLANEOUS
Octoboard roadmap
Cloning dashboards between clients
Setting up multiple Google My Business locations
Octoboard user roles
Deleting account
Inviting new users to Octoboard
Scheduling demo or consultation
What is in your latest release?
Octoboard affiliate marketing program
Extending Octoboard Trial
F.A.Q.
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QUESTIONS
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What products do you offer?
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What subscription or plan is best for me?
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How to connect my first app?
#connect #xero #data #tutorial #getting #start #using
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Can I create multiple clients in Octoboard?
#multiple #client #users #groups #invite #admin #expert #viewer #roles #tutorial
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Do you support multiple user groups?
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How to share data with clients and internal teams?
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How to setup automated data insights?
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How to send data insights to company Slack channel?
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How to receive automated insights by email?
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How can I schedule a report?
#schedule #report #send #email #automatic #pdf #tutorial
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How to send automatic PDF report by email?
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How can I configure dashboard areas?
#reports #template #dashboard #area
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How to create client portals with Octoboard?
#white label #client #portal #sharing #subdomain
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How to create public dashboard?
#public #private #access #dashboards #sharing
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Do you support private and public access?
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How to create TV Loops?
#tv #loops #public #sharing
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Can I make TV Loop public?
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How to host dashboards on my own subdomain?
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How to create client portal?
#white label #embedding #sharing #subdomain #domain #portal
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How to embed white label dashboards?
#white label #embedding #sharing #iframe
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Where is your list of integrations?
#integrations #roadmap #future #list #integrations #release #feature #notification #notify #next
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What cloud applications do you integrate with?
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What integrations will Octoboard build next?
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Can I request new integrations?
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Do you offer a free trial?
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How can I start a trial?
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How long is your trial?
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