Export Deals Pipeline Board View

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New Contributor

I'm looking to export the board view (See below) of our deals pipeline so we can use the data in presentation etc.

Proper-tracking-of-Orders-1.png

This export has to include:

  1. Deal name
  2. Deal stage
  3. Deal owner
  4. Deal amount
  5. Deal company
  6. Associated contacts
  7. Est. close date
  8. Creation date

We'd love to be able to export this data for insertion into Word docs and Powerpoints.


Thanks so much for any help!

Jonathan

2 Accepted solutions

Accepted Solutions
Community Thought Leader | Diamond Partner

Hi @jonathanwood 

 

Other than taking a screengrab, or perhaps using some complex integration with thirdparty software, I'm not aware of a way to do this today. Is putting a link to the dashboard in your presentation, and then showing the real thing an option? 

If not, I recommend you post this over in the ideas forum where other users can vote on it. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
Advisor

@jonathanwood  Workaround and not in the deal board form but you can always switch it to "Table" mode adjust the properties as noted and export that list. This will let you get it into excel 

 

 

3 Replies 3
Community Thought Leader | Diamond Partner

Hi @jonathanwood 

 

Other than taking a screengrab, or perhaps using some complex integration with thirdparty software, I'm not aware of a way to do this today. Is putting a link to the dashboard in your presentation, and then showing the real thing an option? 

If not, I recommend you post this over in the ideas forum where other users can vote on it. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
Advisor

@jonathanwood  Workaround and not in the deal board form but you can always switch it to "Table" mode adjust the properties as noted and export that list. This will let you get it into excel 

 

 

New Contributor

Hi Jonathan,

Maybe a bit late to this one, but we had the same question.

I solved it by printing the page to PDF. It retains the formatting of the pipeline view, and is great for sending to stakeholders who are not Hubspot users, say, once a month.

To neaten up the print view a little, I used a TamperMonkey script in Chrome to hide some of the buttons and toolbars from the print view.

Hope that helps,

Steve

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