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Import/Export data
Import/Export data

Discuss the best methods to Import and Export information

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Exporting all stage change dates

It would be a big improvement to be able to export all of the stage change dates for a deal, and not just the last stage change date. I would like to be able to calculate the times between specific stages and currently there is no way to do this. This is for open deals as well as for won/closed. 

Deal NAme - Stage Name - Entered stage date - Left stage date 

파이프드라이브 가이드: 엑셀 스프레드시트에서 데이터 가져오기

질문: 기존 영업정보가 들어있는 엑셀 스프레드시트가 있는데, 이걸 파이프드라이브에 올리려면 어떻게 해야 하나요.

답변: 다음 네이버 블로그 포스트 참고하세요.

파이프라인 관리 팁: 엑셀, 스프레드시트를 사용하여 파이프드라이브로 데이터 가져오기(마이그레이션) 

 

참고자료

A must have feature please

Hello,

I was shocked to find out that in the Insights/reports, I can't actually export the Summary tab :(

This is hugely problematic because without that ability, I can't put together proper analysis of the data - they're just nice to look at...

I need to be able to cross analyze the data that the reports are pulling.

Basically, in the perfect world, I'd like to be able to pull the stats from my dashboard into a google sheet so I can do much deeper analysis from there!

Thank you,