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Causal user flows examples

Explore Causal user flow examples. Preview the opening screens and steps for each task. The business planning platform

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This user flow guides a new user through the process of setting up their account on Causal, choosing their preferences, and starting their first model.

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Exporting data

17 screens

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FromCausal
Profit | Loss + Cash Runway - Causal screen
Profit | Loss + Cash Runway - Causal screen
Profit | Loss + Cash Runway - Causal screen

This flow enables users to export and customize their financial model data from Causal, offering options for data formatting and inclusion of detailed elements, culminating in a downloaded, f

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Importing CSV data

17 screens

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FromCausal
Data Sources - Causal screen
Data Sources - Causal screen
Data Sources - Causal screen

This flow facilitates the import of data from a CSV file, allowing users to upload, format, and categorize their data for integration with Causal's analytical functions.

This flow guides a user through the process of connecting and integrating their data with a specified data source, offering various steps from initial connection to final dataset selection.

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