Learn how to export a deal to spreadsheet, to share with internal stakeholders, or integrate into your existing workflow.

The exported spreadsheet includes the following deal information:

• Overview of deal value, status and dates
• Tasks by phase, category and feature
• Roles by phase and total units
• Roles schedule (across all phases)
• Products by phase and total units (if your deal has services or expenses)
• Estimates by phase, feature, task and resource
• Stats by resource, phase, feature, task and estimate (i.e. everything)

<aside> ⚠️ The exported deal includes your internal costs and margins - so not recommended to share with your customers directly!

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How to export a deal

To export a deal, select Export... from the deal menu and click Export spreadsheet