Exports · Close CRM
Close opportunities export to dashboard
Upload the file you already download from Close CRM. Every Number reads it with no setup, picks a screen, and puts a receipt on every number.
The question behind this fileHow much won and open opportunity value does each rep have this month?
What you get
Pipeline
How many are at each step.
status_label has ordered steps, from Prospecting through Negotiation, so it shows how many opportunities are at each step.
Click any number for its receipt: the rule, the rows it used, and the rows it left out.
Getting the file
Download it from Close CRM
In Close, go to Leads, open the … menu at the top right, choose Export, and set the type to Opportunities and the format to CSV. Close emails you a download link.
Know what a row is
One row is one opportunity.
Upload it as it is
No cleanup first. Title rows, totals rows and repeated headers are skipped and listed in each receipt.
The 20 columns we tested with, from Close CRM's documentation
confidence · contact_id · created_by · created_by_name · date_created · date_updated · date_won · id · lead_id · lead_name · note · status_id · status_label · status_type · updated_by · updated_by_name · user_id · user_name · value · value_period
How we know
This file is one of the 100 in our reading test. The column names are Close CRM's; the rows were generated to fit them, since we don't have your file. Your export may have more or fewer columns, and Every Number shows how it read each one before you build.