Export pipeline data to Excel for reporting

SOLVE
Occasional Contributor

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

1 Accepted solution

Accepted Solutions
Community Manager

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

10 Replies 10
Community Manager

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

Occasional Contributor

May,

 

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

 

 

New Contributor

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. 

New Contributor

Hey @moonwebstrategy 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,

Community Manager

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.

 

May

Highlighted
New Contributor

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

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0 Upvotes
New Member

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.

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0 Upvotes
New Contributor

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.

New Member

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.

Occasional Contributor

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!!