Exporting WON deals from Insights to Excel

Eric McDaniel
Eric McDaniel Posts: 4
edited July 24 in Sales CRM #1

Update: Exporting Reports from Insights is live for all plans! 

I used to be able to export WON deals to Excel from the "Progress" tab.  Now "Progress" has been replaced by "Insights", I do not see an option to export reports to Excel from "Insights".  How can I export WON deals to Excel from "Insights"?

Comments

  • Paul McKenna
    Paul McKenna Community Driver Posts: 64
    Community Driver
    edited October 2020 #2

    I have not made the changeover from progress yet (need the goal function to work first). But you can create the list in List view, save the filter and make it a favourite, which would make it a 3-4 click function to download the report (which you would also be able to save the columns used in the export).

  • Deborah Angel
    Deborah Angel Posts: 3
    edited February 24 #3

    Eric - I have been using the 'more' function below the Insights feature and exporting our data to excel.  It is clunky since cannot select a date range for export 

  • Eric McDaniel
    Eric McDaniel Posts: 4
    edited October 2020 #4

    Eric - I have been using the 'more' function below the Insights feature and exporting our data to excel.  It is clunky since cannot select a date range for export 

    Thanks for the guidance.

  • Mike van der Valk
    Mike van der Valk Posts: 4,387 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited October 2020 #5

    Hi @Eric McDaniel on top of the good tips from @Paul McKenna and @Deborah Angel I'd like to let you know that our team will make sure that in you can also export out from the insights feature in the future. We're working on multiple updates there to make sure it will work great for your business and this is one of them.

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited November 2020 #6