Today we’re proud to launch several updates to PipelineDeals that offer users a simpler way to work and report on their leads and deals.
Excel Integration Is Here!
It’s important to have flexibility in where and how you report. We developed an integration with Excel to make it easy for you to create, edit, and update custom dashboards on demand. In the near future, we will also release an integration with Google Sheets to create On Demand reports too.
Use the integration to update Excel dashboards with one click. No more exporting files to CSV or manually updating spreadsheets. Simply click to update and the most updated version of your data will be downloaded to your Excel workbook. Even better, you can target specific filtered views of your data to export so that you’re able to report on the exact data that you want.
Below are some ways PipelineDeals customers are using the Excel integration:
Report on your sales data to members of your executive team or board of directors
Create custom sales dashboards to track your specific key performance indicators
Update data that you work with offline while traveling
For users of Google Apps products, we will also be releasing an integration for Google Sheets pending approval from the Google Apps store.
You can find out more details about the Excel integration in our Help Center.
New Lists Give You More Power & Insights
The Lists available on the Deals, People, and Companies tabs have always been a great place to create custom sales views to view your data. With our recent updates, it’s easy to filter, save, and share sales views with your team.
Get to the Bottom Line
The total value in your sales pipeline is a fundamental key performance indicator for your business. That’s why we’ve elevated this value under the Deals tab so you can see the total value of your pipeline at the top of the page. You can also view the total value of a particular filtered view that you’ve selected.
Collaborate with the Team and Create One Unified View
The new lists make it easy to create, save, and share views of your leads, deals, and companies. Sales views save you time and ensure that your team is focused around the same shared view. Some popular sales views you can create here include:
- Hot Leads Filter – leads your team should follow-up with today!
- Sales Pipeline Filter – use this filter to understand active deals in different parts of your pipeline.
- Closed Filter – your end-of-the-month or end-of-the-quarter report.
Wondering if you can create a specific view of your data? Contact our product experts at email@example.com and they’ll help guide you in creating views.
NOTE – if you have previously used our saved filter feature, your saved filters will now be available as views.
Import/Export With Ease
You can still easily import and export data from PipelineDeals. These features are now available underneath a new Import/Export button in the upper right part of your lists.
Filter & Sort Your Data
Filtering and sorting your data has never been easier. With the new lists, you can filter on any column by clicking on the column header arrow to access the filter window. Filter your data, sort A to Z, Z to A, or remove the column from your view. You can add additional columns of data to your view by clicking on the newly reorganized Columns select in the upper right corner of the list.
Send Us Your Feedback!
Let us know what you like about the new lists and our integration with Excel. If you have additional questions, please contact us at firstname.lastname@example.org or call us at 866-702-7303.
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