Inviting people on Causal Desktop Examples | Page Flows (video & 7 screenshots)

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Causal

Causal is a modern financial planning platform that simplifies data analysis and forecasting for businesses and teams. With interactive dashboards, real-time collaboration, and seamless integrations, the app helps visualize data and build dynamic models with ease. Whether for budgeting, scenario planning, or decision-making, Causal empowers users to create clear, accurate financial insights without the complexity of traditional spreadsheets.

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Inviting people 7

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Cancelling an invite 6

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Browsing documentation 12

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Exporting data 9

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Adding new category 16

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Adding comments 9

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Editing 18

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Duplicating folder 6

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Searching 8

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Integrations 4

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Booking consultation 11

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Help center 5

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Onboarding 13

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Creating new model 19

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General browsing 72

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Upgrading your account 8

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Creating new data 19

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Deleting folder 7

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