Export the Opportunities report from Salesforce, drop the CSV, and get total amount, stage breakdown, win rate, lead source and a close-date trend — without building a report.
Salesforce reports take real setup. Export the opportunities CSV and this assembles the standard view for free — amount by stage, win rate, lead source and the close-date trend.
Run an Opportunities report and Export → CSV. Keep Amount, Stage, Close Date, Account and Lead Source.
Amount is read as currency; Close Date sets the time axis; Stage and Lead Source become breakdowns.
Total amount, opportunities by stage, won vs lost, amount by lead source and account — click to drill.
The pipeline read a RevOps lead wants, without a report-builder session.
Stage becomes a breakdown so you see exactly where value is concentrated.
Closed Won vs Closed Lost and average deal size fall straight out of the export.
Lead Source splits show which channels generate the most opportunity value.
Opportunity data is parsed in your browser and never uploaded to a server.