Pipeline Export to Excel
How to export the Deals Pipeline grid to Excel, including the Summary and Detailed export options.
Overview
The Pipeline page supports exporting the deals grid with any filters currently applied. When Export to Excel is clicked on the Deals > Pipeline page, two export types are available: Summary and Detailed.
Summary Export
A lightweight export containing the following fields:
- Deal ID
- Deal Name
- Deal Type
- Representation Type
- House Gross Commission (depending on system settings, this may be split into two separate columns: House Gross and Outside Gross)
- Probability
- Expected Close Date
Detailed Export
A comprehensive export containing significantly more information per deal, including expected payment details.