With SprintHub, you can export Opportunity data from your Custom Reports. In addition to standard fields, it is possible to include Leads, providing greater control and management of your information. Data can be exported in .csv and .xlsx formats, allowing you to store and manipulate them according to your needs.
This feature is available exclusively for the Growth and Enterprise.
To do this, follow the steps below:
Access the function Reports through “Find Services”. Or just type the name, and the function appears.
Start creating: Click "+ New".
Creation and export of Custom Reports.
Conclusion:
The use of custom reports in SprintHub to track Opportunity data offers significant benefits, allowing teams to analyze and manage information efficiently. This feature facilitates customizing reports according to the specific needs of the business, enabling a detailed view of key metrics, such as sales pipeline, conversion rates, and performance by team or individual.
