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Home / Wiki / Revenue & Deals

Export deals to CSV

Updated May 2026

You'll learn how to: Download your deals as a CSV file, with optional filtering so you only export the slice you want.

Time: 30 seconds.

Steps

  1. Open Revenue in the sidebar.
  2. (Optional) Filter the board to the slice you want to export:
    • Pipeline picker for a specific pipeline.
    • Owner filter for one teammate's deals.
    • View Options > Filter for any combination of stage / value / source / custom fields.
  3. (Optional) Switch to List view to see exactly the columns the export will contain.
  4. On the toolbar's far right, click More (three horizontal dots).
  5. Click Export CSV.
  6. A .csv file downloads with a filename like deals-export-2026-05-19.csv.

What the file contains

Every column currently visible in List view (configured via View Options > Fields), in left-to-right order. Custom fields are included. The pipeline filter, owner filter, view filter, and sort all apply.

If a deal isn't visible on the board (filtered out, or in a pipeline you're not currently viewing), it's NOT in the export.

Common report patterns

  • Quarterly review: filter to deals closed in the last 90 days, export. Now you have a CSV of every won / lost deal with their value, owner, and reason.
  • Stalled pipeline report: filter "stage = active AND last activity < 14 days ago", export. Now you have the list of stalled deals to chase.
  • Backup: weekly export of all deals across all pipelines as a personal archive.
  • Hand-off: when someone leaves the workspace, export their owned deals as a CSV that gets sent to whoever's taking over.

Columns to consider exporting

  • Title: every deal needs a label.
  • Stage: for status / win-rate analysis.
  • Value + Currency: for forecast.
  • Probability: for weighted forecast.
  • Close date / expected decision date: for time analysis.
  • Owner: for team breakdown.
  • Primary contact + Company: for downstream tools that need the relationship.
  • Source + Referred By: for attribution.
  • Created at / updated at: for velocity tracking.

Toggle these on via View Options > Fields before exporting if any are missing.

Get the report into another tool

The exported CSV opens in Excel, Google Sheets, Numbers, or any data tool. Common downstream uses:

  • Pivot tables for "wins by source", "average sales cycle by stage".
  • Tableau / Looker dashboards.
  • A weekly Slack / email digest you build manually.

If something goes wrong

  • Symptom: "Export menu item missing." → Fix: You're on Kanban or Orbit view. Some workspaces only enable export on List view. Switch views.
  • Symptom: "Export downloads but is empty." → Fix: Your filters match zero deals. Clear filters and re-export.
  • Symptom: "Columns are missing." → Fix: Only visible columns are exported. Open View Options > Fields and tick the columns you want, then re-export.
  • Symptom: "Export takes too long for very large pipelines." → Fix: Pipelines with 5,000+ deals can take a moment. If the browser hangs, filter to a smaller subset and export in chunks.

Related: Export your contacts to CSV | Your opportunity board | Save a custom view.