Exporting list of Deals including information about Company, Contact and Product
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Submitted by
eatmorefish
on
08-21-2018
05:46
I want to be able to export Deals (filtered or not) to a list format (.CSV, .XLSX, etc.) so that I can use more flexible and powerful visualization tools, such as Excel, to be used in presentations.
However today when you export a list it will only contain information about the deal, it gives no context as to where the customer is located geographically (country, address), the type and quantity of products is related to a Deal and so on. This makes the whole exporting Deals functionality rather useless to me, because it gives me very little strategic insight.
These are some of the properties that I would like to include in a Deals list export:
Company:
- name
- industry
- type
- country
- city
- last activity date
- number of times contacted
- total revenue
Contact:
- first name
- last name
- country
- address
- contact priority
- job title
- last activity date
- number of times contacted
- number of sales activities
- total revenue
Product:
- product name/ID
- quantity (for each product)
- unit price (for each product)
- total price
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