topic Re: Export pipeline data to Excel for reporting in Dashboards & Reporting

Export pipeline data to Excel for reporting

HealthcareUser — Tue, 31 Jan 2017 19:10:00 GMT

Hi Hubspot Community,

I'm interested in exporting the pipeline sales and quota data form HubSpot into Excel so that I can make my own reporting graphs and figures. Any idea how to do that?

Thanks a lot!

Sam

Re: Export pipeline data to Excel for reporting

MayPascaud — Wed, 01 Feb 2017 14:59:34 GMT

Hi @HealthcareUser,

At this time, it is actually not possible to export the information in the Productivity and Pipeline sections of the dashboard. Though you can email the information on thid dashboard to thers, the data itself cannot yet be exported.

This is quite a popular request however, as evidenced by this post on our ideas forum. Our Product team is aware of the demand for this feature, and is working to explore the best way to implement it in the product. In the meantime, however, it would definitely be helpful for you to upvote/comment on the aforementioned idea, in order to pass on your use case to the team.

Thank you,

May

Re: Export pipeline data to Excel for reporting

HealthcareUser — Sat, 25 Feb 2017 16:14:19 GMT

May,

Thanks for your response. Will be looking forward to when the team makes this available!

Re: Export pipeline data to Excel for reporting

BernaPuga — Tue, 28 Mar 2017 20:02:51 GMT

I know its not the best way but I put my piplenie in the list format and use copy paste to the whole info and paste it on excel and it worked.

Re: Export pipeline data to Excel for reporting

Tragic-Logan — Tue, 13 Jun 2017 00:06:08 GMT

Hey @MayPascaud thanks for the good answer.

The link to your post "as evidenced by this post on our ideas forum" is taking me to the ideas homepage though, instead of a specific post. I would love to kudo's this specific post as i have a few clients that would enjoy this functionality. I spent some time searching for it but couldn't find it. Would you mind re-linking to this?

Thanks,

Re: Export pipeline data to Excel for reporting

MayPascaud — Fri, 16 Jun 2017 16:57:19 GMT

Hi @Tragic-Logan, thaks for your comment! So, the post that I linked to above actually lived on our old ideas forum, which was sunsetted a few months ago. The most popular ideas on that forum were transposed into the new forum here on the Community, but it looks as though the above post did not make it here. However, I did find a related idea posted by a fellow user, which requests the ability to export dashboard information into a .csv file: https://community.hubspot.com/t5/HubSpot-Ideas/Dashboard-reports-need-to-be-able-to-export-them-all/idi-p/4905

Upvoting/commenting on the above post should do the trick, since the ability to export dashboard information into a .csv would likely include pipeline data as well, should resources be put into developing this capability.

May

Re: Export pipeline data to Excel for reporting

Nina1 — Mon, 21 Aug 2017 13:59:11 GMT

Hey May,

is there any Update on this? I found a youtube tutorial, and I`m wondering why this really necessary feature is no more available??

https://www.youtube.com/watch?v=WWFhANlAvOQ

Re: Export pipeline data to Excel for reporting

JD_WINDOW_MAN — Tue, 23 Jan 2018 19:42:20 GMT

This would be very useful for team meetings when we don't have our computer. Maybe you can even make some way to just export the table view. As of now I just select all the data in the table view and paste into excel which works pretty well but it a little more work then I want to do.

Re: Export pipeline data to Excel for reporting

thing1 — Fri, 09 Mar 2018 20:19:07 GMT

Agreed. The ability to visually share inside a presentation would be very useful. Maybe there are reports or dashboards that can be exported & can serve this function, but I have not yet discovered.

Re: Export pipeline data to Excel for reporting

jcouser — Tue, 27 Nov 2018 19:18:33 GMT

Couldn't agree more! It's useless to not be able to build a report and then export data to CSV format. That's basic CRM capabilities. Hubspot fix this!!

Re: Export pipeline data to Excel for reporting

renatomaia — Fri, 03 May 2019 17:29:55 GMT

Hello,

I would like to know if the function export to excel is come back? Sometimes it works, but most of the time it doesn't works.

Re: Export pipeline data to Excel for reporting

AndrewCus — Thu, 21 May 2020 19:09:36 GMT

Seems this post was done in 2017 and notes it is a highly requested feature. Any updates as it is now 2020?

Re: Export pipeline data to Excel for reporting

johnelmer — Thu, 21 May 2020 21:02:56 GMT

@AndrewCus

We just introduced a HubSpot connector for Excel in the HubSpot App Marketplace. The connector is built to refresh data on a regularly schedule basis. You can learn more at https://app.hubspot.com/ecosystem/2756921/marketplace/apps/marketing/analytics-data/excel-integration-216220

Yes, it's a paid app, but you can use the same integration to connect HubSpot with BI tools like Power BI and Tableau as well as visualization and dashboarding software like Klipfolio.

Re: Export pipeline data to Excel for reporting

Vj_Srini — Wed, 02 Apr 2025 15:49:14 GMT

Noticed most of the answers are outdated. There are many solutions out there now solving for this usecase like Zapier, Coefficient and more. I prefer Coefficient since it's a direct Excel add-on with two-way sync and auto-refresh settings. https://ecosystem.hubspot.com/marketplace/apps/coefficient