Exporting Deal Status and Deal Values with all "Companies" fields

[PeterSkov]

Excel Export options - merge of Company Properties and Deal Properties?

Hi,

Is it possible in one export to Excel to export both all "Companies" properties - and also - in the same Excel Row: All Deal Properties, like: Status (which stage it is in), Deal Value, and Dates of events like Deal Stage Changes?

I would absolutely love that to report on - how many of our meetings (which we presently register under each company) have turned into deals that are how far - when, etc..

Peter

[johnelmer · Accepted solution]

@PeterSkov  There is a paid app with a free trial in the HubSpot App Marketplace that exports all CRM data (including the data you want on Companies and Deals) to Excel. It's called the Excel Integration for HubSpot.  Using this app, your HubSpot data can be set up to refresh in Excel on a regularly scheduled basis.  At a glance, it appears that using the integration would enable you to set up sales reporting in Excel and have it refresh each time you use the worksheet.  The free trial can help you know for sure.

Be aware that tracking time in deal stages can be a challenge, because deals can move backwards as well as skip stages.  There are quite a few discussion here in the Community on this specific topic.