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?
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.
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!!
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.
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.
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.
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.
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John Elmer, CEO Bayard Bradford Advanced CRM Implementation | HubSpot Custom Integration Services | Datawarehouse.io Apps for HubSpot Elite HubSpot Solutions Partner > Follow me on LinkedIn
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?
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/...
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.