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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


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:

  1. Click Analytics in the left toolbar.

    Bar graph icon

     

  2. Click Sales Performance located in the Sales Report section.

    Select Sales Performance Report with Bar Graph icon

     

  3. Click View All under the bar chart.

    Click blue View All button

     

  4. Click Settings and select one of the following:
    • Export Leads
    • Export Opps
    • Export Sales
    • Export Lost Opps
    Select Grey Settings Dropdown Menu

     

  5. Click the Export Manager link that appears. 

    Click the Export Manager link in the yellow bar

     

  6. Click the exported report to download the file.

    Click the exported file title

     


 

Accessing Previous Exports

To access files that were recently exported and download them, you can go to the Export Manager. Read Accessing the Export Manager

 


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