Export deal data

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Diamond.png Gong Foundation*

Export the deal board data to a CSV file for further analysis. The file includes warnings, activity counts, CRM fields, and more, according to your current view of the deal board.

How to export the data

Deals > Pipeline

Go to the deal board you want, and set or remove any filters that you want.

Click > Download board as CSV.

Note:

  • The CSV file contains only the first 500 deals on your deal board, although we are looking to extend this in the near future.

  • You’ll notice there are a vast amount of columns in the CSV file. The activity timeline is converted into columns to display emails in, emails out, calls e.t.c – which accounts for over 60 columns alone. There are also several columns for up to 10 previous managers, and all CRM fields.

  • Playbooks are currently not available for download, but we’re working on it.

*The features available to you depend on your company’s plan and your assigned seats.