NOV 27, 2022

Export your deals to spreadsheet - with full breakdowns of tasks, estimates, resources and schedules.

You can now export the entire deal to spreadsheet - to include in your existing workflow

• Attach to the opportunity in your CRM
• Share with internal stakeholders for approval or validation
• Import tasks and estimates into Jira or similar delivery platforms

Export deal to spreadsheet

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 (i.e. everything)

<aside> 👉 For more information, see Deal exports

</aside>

Export a deal from the deal menu

The generated spreadsheet contains contains breakdowns by task, role, product, schedule and estimate

Other improvements