Reports - Exporting CRM Opportunity Fields

With SprintHub, you can export Opportunity data from your Custom Reports. In addition to the standard fields, it is possible to include Leads, providing greater control and management of your information. The data can be exported in .csv and .xlsx formats, allowing you to store and manipulate it according to your needs.

This feature is available exclusively on the plans Growth and Enterprise.

To do this, follow the steps below:

1. Access the feature Reports through “Find Services.” Or just type the name, and the feature appears.

Start creating: Click on "+ New”.

1. Creation and export of Custom Reports.

Conclusion:

The use of custom reports in SprintHub to track Opportunity data offers significant benefits, enabling teams to analyze and manage information efficiently. This functionality makes it easy to tailor reports to specific business needs, providing a detailed view of key metrics such as sales pipeline, conversion rates, and performance by team or individual.