Pipedrive export → dashboard

Your pipeline, in a single view.

Pipedrive's deal list is one row per deal. Export it, drop the CSV here, and Stage, Owner, Pipeline and Source Channel each become a clickable breakdown — with Value summed per slice and deals trending by add date.

01 · How it works

Export, drop, done.

A deals export is a pipeline waiting to be read. Stage, Owner and Source Channel are categories; Value is the number that matters; Add Time and Won Time give you the trend.

i. export

Export your deals

In Pipedrive: Deals → switch to list view → select the filter or all deals → ... (more) → Export → CSV.

ii. detect

Columns become breakdowns

Stage, Status, Owner, Pipeline and Source Channel read as categories; Value reads as the money metric; Add Time and Won Time drive the trend.

iii. read

Value, win rate, segments

See value pooled per stage and owner, then click any slice — every other chart and the value total recompute for that segment.

02 · The views

Pipeline reporting without the Insights paywall.

The cuts you actually want from a deals export — value by stage, win rate, who's carrying the number.

  • 01

    Value by stage

    Total deal Value summed for every Stage, ranked, so the bottleneck in the funnel is obvious at a glance.

  • 02

    Win rate, instantly

    Filter Status to won versus lost and the splits across owner, source and pipeline recompute for that outcome.

  • 03

    Owner & source mix

    Click an owner or a Source Channel and watch every other breakdown — and the value total — reflect just that segment.

  • 04

    Client data stays put

    Deal names, organizations and values are parsed locally in your browser — nothing about your pipeline is uploaded.

"Dropped the deals export and saw it in seconds: half our stalled value was sitting in one stage under one rep."
— a sales manager
03 · FAQ

Pipedrive dashboard questions.

Which Pipedrive export works?
The deals CSV from Deals → list view → ... → Export. Any file with Stage and Value columns plus an Add Time or Won Time date builds the dashboard.
Yes — Value is summed per category, so Stage, Owner, Pipeline and Source Channel each get a value-ranked breakdown you can click into.
Click 'won' in the Status breakdown and every other chart and the value total recompute for won deals; do the same for lost to compare.
No — the CSV is parsed entirely in your browser. Deal titles, organizations and values never leave your machine.
Yes — any CRM deals CSV with a stage, an amount and a date column builds the same way, and there are dedicated pages for those too.