New Feature – Export to CSV for Pipeline Reports

A quick post on a new feature live this morning:

To simplify Pipeline Reporting, we deliberately didn’t include hundreds of configurable reports in Pipeline that you would find in complex CRM products such as Salesforce.com and SugarCRM.  Who has time for configuring, analyzing and synthesizing so many reports, when you could be selling?

We did include 3 simple reports to give you visibility into your sales pipeline.  Today, we enabled the Export to CSV feature that gives you a bit more flexibility to import your data into Excel and do additional reports and analysis if you need to.

Just click on the Export to CSV link in Pipeline Reports.

Exporttocsv

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