Exporting list of Deals including information about Company, Contact and Product
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:
Love the new Products feature you rolled out last month. However, the reporting is so limited that my team isn't able to take advantage of the feature. Currently it's limited to one dashboard (Sales by Item report)which provides only aggregate-level data.
We need to be able to see product information/types in a regular list or contacts filter? For example, I want to pull a list of which clients have Product X in their associated deals.
Similarly, export functionality is needed - Can you please add the capability to export a list of all deals and their associated products that comprise each deal? That way we can segment and pull lists to the individual level rather than an aggregate.
If an employee changes the Deal Stage to Closed Won we need to know the exact included product items (name and amount) to export this data via API to our ERP-System to trigger the shipping to the costumer. Right now it's ok to transfer it manually, but if we scale it leads into serious work. And whenever there are system breaks, the source of error increases again. So please make sure to develop this feature.
We need this feature not only for reporting but also for sales proposals. Our products include various credit line items that make up the final sale and the quote form is not sophisticated or flexible enough for us to use as a proposal. We are using PandaDoc to pull in various Deal tokens from Hubspot and right now we cannot pull in product tokens. So we are having to use a workaround using google sheets. This lack of reporting and querying product line items makes your product feature useless to us.
I definatley need this also, very suprised that this is not a standard feature. The only work around I have found, is to create a report based on both deal and product properties, and then when in the report edit I cna copy and paste the table into excel...luckily we are a small compnay so not so many lines to copy, but the need for products to be exported is a must in my opinion..
I am less concerned about the associated Company and Contact data being included in the Deal export as there is currently enough info in Deal exports with the included associated object IDs to gather those data points through a couple additional exports + lookups.
I am however very concered with the lack of associated product data in Deal exports or seemingly anywhere else.
Thank you as always for your continued feedback, it helps us build a great product. As mentioned in my comment above, this is possible by building a cross-object report and then exporting the data in that report. For that reason, I'm going to mark this idea as delivered!
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.