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Exporting Opportunities from the Sales Performance Report

Article: 000050864

Updated: July 25, 2024

Opportunities help keep your sales data organized. In the Sales Performance report you'll see your total sales and the value of deals. Learn how to export that data to a .CSV file for record keeping or data migration.

Opportunities are created and added to the Sales Pipeline in Lead Gen & CRM to monitor progress across deal stages in the sales process. You can track the estimated revenue, estimated close date, and the contacts included in a specific opportunity.

You may export Opportunity data in .CSV format from the Sales Pipeline, the Opportunity Manager, the Won/Lost report, and the Sales Performance report.

This article will show you how to export a .CSV file of opportunity data from the Sales Performance report.

Article Contents

Exporting via the Sales Performance Report
Accessing Previous Exports

Users:

Administrators	✓
Company Managers	✓
Marketing Managers
Sales Managers	✓
Salespersons	✓
Jr. Salespersons	✓

Exporting via the Sales Performance Report

To export opportunities from the Sales Performance Report, do the following:

Click Analytics in the left toolbar.
Click Sales Performance located in the Sales Report section.
Click View All under the bar chart.
Click Settings and select one of the following:
- Export Leads
- Export Opps
- Export Sales
- Export Lost Opps
Click the Export Manager link that appears.
Click the exported report to download the file.