OCTOBOARD KNOWLEDGE BASE

Octoboard products, pricing, plans and invoices

Connecting and using your first app

Multiple clients, users and app logins

Sharing data and building white label client portals

Sending AI data insights via Slack and Email

How to send Zapier events to Octoboard

Scheduling automated reports

How to configure SEO Rank Tracker

Configuring Dashboard Areas

Using white label features in Octoboard

How much data is stored?

Data availability

Is Octoboard a real-time platform?

How frequently is data updated?

How to display historical data in Octoboard?

How to display year-on-year (YoY) delta?

How often do connections expire?

Top Posts widgets show older posts. Why?

Creating client portals with white label subdomains

Creating public dashboards

Sharing TV Loops

Setting up TV dashboards in your office

White Label Subdomains: Creating client portals

Embedding: Adding white label dashboards to your website

Is my TV compatible with Octoboard?

E-commerce Suite overview

How to connect to WooCommerce

How to use Ecommerce filters and segments

Google Data Studio connector for E-commerce

E-commerce Suite pricing

B2B Lead generation features overview

How to capture leads with SEO Audit forms

How to identify companies that visit your website?

How download captured leads for all organisations?

Frequenty asked questions about Lead Generation features?

What is Google Sheets add-on

How to install Google Sheets add-on

How to add connections to Google Sheets

How to manage queries in Google Sheets documents

How to schedule automated query updates

Google Sheets Add-On: IP Details

Google Sheets Add-On: SEO Audits

Google Sheets Add-On: Social links

Google Sheets add-on pricing

Sending emails: custom domain, SMTP server, hosted email service

How to configure custom SMTP server

How to configure hosted email service

How to configure custom email template

How to change currency in data widgets

How to change themes in dashboards and reports?

How to add 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?

Is Octoboard available in other languages?

List of Octoboard integrations

SQL Database / Text data import

How to upload custom data?

Connecting to Google Sheets

Monitoring real-time website traffic

Connecting to SalesForce

Connecting second account

Connecting to LinkedIn profiles

Connecting to Stripe

Connecting to Facebook

Connecting to Google Analytics 4 (GA4)

How to connect to Criteo

Connecting to Instagram

How to connect to an SQL database

How to add SQL widgets to dashboards

REST API

Configuring Facebook Ads Leads and Actions

How to add data to Octoboard products

Setting up multiple Google My Business locations

Octoboard roadmap

How to clone reports and dashboards

Octoboard user roles

Subscription cancellations, refunds

Inviting new users to Octoboard

Scheduling demo or consultation

What is in your latest release?

Octoboard affiliate marketing program

Extending Octoboard trial

Can I suspend my subscription?

How to manage logins, widgets, dashboards and reports?

How to connect existing dashboard to a different login?

How to fix account audit results?

How to pay for Octoboard subscription

Invoices, taxes and EU VAT

How to download VAT invoices

Managing your subscription: upgrades, downgrades, reactivations

Octoboard trials: limitations, trial extension

Can I get a discount?

What is a premium plan?