Data from Hubspot dashboard into a google spreadsheet
SOLVE
You'll want to export each report to .xls or .xlsx separately, and doing so will yield mixed results depending on the specific report. Those exported workbooks typically include multiple sheets! (important) - see Export your content and data (Custom Reports section)
- see image
Export HubSpot Reports
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There will be an option to pull projected deal amount, which is based on the deal stage probability and the deal value.
Alternatively, if you are tracking probability separately, you can import into the spreadsheet using a formula such as =(DEAL AMOUNT*CUSTOM DEAL PROBABILITY). When the spreadsheet populates, the formula will function as a formula.
If you need assistance, I'd be happy to do a screen share with you.
Josh
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Josh Curcio HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers. HubSpot Platinum Partner & HubSpot Certified Trainer
I would suggest trying Automate.io. You can pull data from deals automatically into a Google Sheet. I have been testing this for a client and it is working well. You can pull any property that's stored in the deal to the spreadsheet including probability and forecast.
There will be an option to pull projected deal amount, which is based on the deal stage probability and the deal value.
Alternatively, if you are tracking probability separately, you can import into the spreadsheet using a formula such as =(DEAL AMOUNT*CUSTOM DEAL PROBABILITY). When the spreadsheet populates, the formula will function as a formula.
If you need assistance, I'd be happy to do a screen share with you.
Josh
Did this post help solve your problem? If so, please mark it as a solution.
Josh Curcio HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers. HubSpot Platinum Partner & HubSpot Certified Trainer
Data from Hubspot dashboard into a google spreadsheet
SOLVE
You'll want to export each report to .xls or .xlsx separately, and doing so will yield mixed results depending on the specific report. Those exported workbooks typically include multiple sheets! (important) - see Export your content and data (Custom Reports section)
- see image
Export HubSpot Reports
Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.
Data from Hubspot dashboard into a google spreadsheet
SOLVE
I would like to export the data automatically:
E. g. If the forecast for May 2020 is 30K I would like to export that number automatically to a google excel sheet, and in case the number changes, which probably will happen, have it also automated on the google sheet.