Export data from deal boards

Prev Next

Who can use this: Any team member

Available on: Gong Foundation

Export your deal board data to a CSV for deeper analysis. The file includes warnings, activity counts, CRM fields, playbooks, and more—based on your current board view.

How to export the data

Where to go: Deals > Pipeline

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

  2. Click > Export deals.

Menu options for managing boards, including exporting deals and connecting to Salesforce.

Note:

  • Playbooks can now be exported

  • The file might contain 60+ columns for activity timeline (emails, calls), up to 10 past managers, and all CRM fields

  • Opportunity team object data can be imported into Gong, but can’t be not exported to the CSV