Slack
Message count in Workspace analytics. A full export of private channels and direct messages needs a Business+ or Enterprise plan.
Find the size of your data, system by system.
One note for each system on the Latopis intake. Where the count lives, who can see it, and what unit to report. An estimate from the admin is enough. Nothing is exported from this page.
Exact systems and sizes make a faster review.
A buyer reviews the record before pricing it. The intake asks which systems you use, how much sits in each, how long you have used it, and how many people are on it.
A specific answer shortens that review. Eight years of Outlook and 140 Procore projects tell us more than a note that the company uses email and some job software.
You do not need to export anything to fill in the intake. Names come off before a buyer sees the record.
Team chat
Internal messaging. Report a message count if the tool shows one. Otherwise report storage.
Microsoft Teams
Usage reports cover about 180 days. A full chat history is an eDiscovery or Purview export.
Email and calendar
All company mailboxes, including former employees if the mail was retained. Usually reported in years and mailbox size.
Gmail
User and storage reports in the Google Admin console. Vault holds retained mail, including people who have left, if retention was on.
Outlook
Mailbox usage in the Microsoft 365 admin center. A full history is a Purview content search, not the 180-day usage chart.
Files and documents
Shared drives and personal drives together. Usually reported in GB.
Google Drive
Storage on the Admin console storage page, split by user and shared drives.
SharePoint
Tenant storage and per-site usage in the SharePoint admin center. A full pull is a separate eDiscovery export.
OneDrive
Storage per person in the Microsoft 365 admin center. That number is part of the file record, not a second system, if the company already counted SharePoint.
Dropbox
Storage in the admin console. A full copy is the desktop sync, which is more than the intake needs.
Field operations
Jobs, projects, photos, and the paper that follows them. Usually reported in jobs, projects, or files.
Procore
Project list in the company Portfolio. Per-project archives come from Procore Extracts. Count projects first, then years on the account.
Buildertrend
Job and item counts on the grid views. Supported grids export to Excel if you want a count without opening every job.
AccuLynx
Job and contact counts in reports. The report total is enough for the intake.
JobNimbus
Contact and job counts in a saved custom report. Attachments are per record, so a job count understates the files.
CompanyCam
Photo and document counts per project on the Exports tab. A zip per project is the full pull, later, if a buyer asks.
ServiceTitan
Job, customer, and invoice counts in Reports. Full history is an export. The report totals are enough to start.
PlanGrid
Sheet and photo counts on the project. If the company has moved to Autodesk Build, use that project’s file total instead.
Drawings and CAD
Drawings the company produced. Usually reported in GB, or in the number of project folders.
AutoCAD
No company-wide meter. Measure the DWG folders on the server, or storage in Autodesk Docs, and report GB.
Bluebeam
File size of Studio projects plus the local PDF sets. There is no single seat-wide meter.
Excel
File size and workbook count in the shared drive. Estimating sheets and job logs count. There is no company-wide meter.
Accounting
Ledgers, invoices, and job cost. Usually reported in years and transaction counts.
QuickBooks
Run a transaction report for the count, then use Export data if a buyer later asks for the file. The count is enough for intake.
Sage
Row counts from the report the company already runs. A bulk export depends on whether it is Sage 100, Sage 300, or Sage Intacct. Say which one.
Phone and call recordings
Recorded calls, if you keep them. Hours of audio is the useful unit.
RingCentral
Call log and recordings in the admin portal. An archiver copies recordings into your own storage if the plan keeps them only briefly.
OpenPhone
Call history in the workspace. Export the log. Say whether recordings are on, and for how many years.
Zoom
Cloud recording storage, plus the recording report. Local recordings stay on the machine that hosted the meeting and are easy to miss.
Put your numbers on the intake.
List the systems, a rough size, and the headcount. A buyer reviews the record and prices it. There is no fee to the company.
Check your data