Dashboards & Reporting

jonathanwood
Member

Export Deals Pipeline Board View

SOLVE

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
Phil_Vallender
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Export Deals Pipeline Board View

SOLVE

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

View solution in original post

HubSpotMaster
Solution
Key Advisor | Platinum Partner
Key Advisor | Platinum Partner

Export Deals Pipeline Board View

SOLVE

@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 

 

 

View solution in original post

7 Replies 7
SDay
Participant

Export Deals Pipeline Board View

SOLVE

Has anyone found any other ways to do this? I'd love to be able to send this view as a daily or weekly attachment/download without having to do this manually. The intended recipient does have a Hubspot account but this is the only thing she'd be viewing so I'd like to be able to email this.

sd1234
Participant

Export Deals Pipeline Board View

SOLVE

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

HubSpotMaster
Solution
Key Advisor | Platinum Partner
Key Advisor | Platinum Partner

Export Deals Pipeline Board View

SOLVE

@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 

 

 

BSaltzman
Member

Export Deals Pipeline Board View

SOLVE

How do you export after you are in table view??

 

Thanks

0 Upvotes
Phil_Vallender
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Export Deals Pipeline Board View

SOLVE

@BSaltzman - you click Table Actions at the top right and then Export View

Phil Vallender | Inbound marketing for B2B technology companies
SalesComMaster
Participant

Export Deals Pipeline Board View

SOLVE

Where is the "export" function on the Deal Table View?

0 Upvotes
Phil_Vallender
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Export Deals Pipeline Board View

SOLVE

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