All team members
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.