Why export Pipedrive to Excel
Streamline your financial forecasting
Use the power of Excel to aggregate, filter, and process your financial data coming from different sources. Create interactive pivot tables for financial modelling. Combine your historical sales data with projected deals for more accurate revenue forecasting. Operate and visualize several models and scenarios in one document. Manage and secure access to your critical business data.
Present your data with enhanced dashboards
Set up automatic Pipedrive to Excel integration and retrieve refreshed sales information on an hourly, daily, or monthly basis. Add visibility to your reports with numerous charts and graphs you can create in Excel. Craft near- to real-time dashboards by connecting business intelligence tools such as Microsoft Power BI, Oracle BI, Tableau, and more. Easily share your results with other teams and stakeholders.
Identify bottlenecks in your sales process
Export your data entities from Pipedrive to Excel and merge them into one report with powerful Excel formulas and scripts. Analyze your pipeline coverage and monitor long-term deals in every stage of your pipeline to find blockers. Track average sales cycles, conversion rates, and win rates. Create individual dashboards for your sales representatives to track their performance and manage allocations.
What data to pull from Pipedrive to Excel
Export deals in Pipedrive to Excel, including their creators, values, statuses, related activities and other fields to track sales performance.
Export contacts from Pipedrive to Excel to analyze your customer database and merge persons’ information with other data sources.
Fetch information about companies you work with to explore associated deals and activities and to better understand your clients’ profiles.
Configure Pipedrive export to Excel and track your sales team performance by reviewing activities, times, and their statuses; either overall or individually.
Import file data related to persons or deals, including their name, type, size, related activity, product, email template and message.
Import information about Pipedrive sales leads to Excel, to track conversion to deals and to analyze your sales team’s performance.
Export information about calls made in Pipedrive to Excel to review how much time your sales representatives spend on calls, and analyze their efficiency.
Inspect your product database and compare it with data you have in other sources by exporting your product list from Pipedrive to Excel.
How to import Pipedrive data to Excel
Step 1. Select Pipedrive as a data source30 seconds
Step 2. Connect your Pipedrive account30 seconds
Step 3. Pick a data entity to export from Pipedrive2 minutes
Step 4. Connect your Microsoft OneDrive or SharePoint account30 seconds
Step 5. Specify a data destination in Excel1 minute
Step 6. Set a schedule for data refreshing20 seconds
Step 7. Run the importer and review the progress5 seconds
Yes, for instance, if you want to export only won deals to Excel, filter them in the Pipedrive interface first. Then open the filtered view in Pipedrive and copy the filter ID from the URL (for example, for pipedrive.com/deals/26 the filter ID is 26), and paste it to the Filter ID field in the Coupler.io importer.
Yes, this is one of the best practices! Fill in your data in Pipedrive, export deals to Excel once, and create a dashboard. Then go to the Pipedrive importer on Coupler.io, switch the Automatic data refresh on, select a daily interval and specify Monday as preferred day of the week. Set time preferences and save your changes. Now Coupler.io will automatically import Pipedrive deals to your Excel worksheet every Monday, and your dashboard will be auto-refreshed.
Set up multiple integrations to count on every day
Looking to import data from Shopify, Clockify, Jira, or any other app? Not a problem. Use Coupler.io to link a data source to Excel to automate workflows and leverage the power of spreadsheets across all your projects!