HubSpot export → dashboard
Your HubSpot deals, your pipeline dashboard.
Export Deals from HubSpot, drop the CSV, and see total pipeline value, deals by stage, win rate, owner performance and a close-date trend — no report builder required.
Export Deals from HubSpot, drop the CSV, and see total pipeline value, deals by stage, win rate, owner performance and a close-date trend — no report builder required.
HubSpot's reporting is powerful and slow to set up. Export the Deals CSV and this gives you the pipeline read instantly — value by stage, win rate, owner splits and the close-date trend.
HubSpot → Deals → Export. Keep Amount, Deal Stage, Close Date, Owner and Pipeline columns.
The Amount column is read as currency; Close Date sets the time axis; Deal Stage becomes a breakdown.
Total pipeline value, deals by stage, won vs lost, and amount by owner — click any stage to drill in.
The deal questions a sales lead asks, answered straight from the export.
Deal Stage becomes a breakdown so you can see where pipeline value is sitting.
Closed Won versus Closed Lost falls out of the stage column for an instant win-rate read.
Owner and Deal Type splits show who's driving pipeline and where new business comes from.
Deal data is parsed locally in your browser and never uploaded.