HubSpot deals export to dashboard
Two amount columns, one currency question.
Export deals from HubSpot, drop the CSV here, and the dashboard reads the two money columns the way HubSpot means them: Amount in the deal's own currency and Amount in company currency restated for the portal. Deal Stage is scoped to its Pipeline so identically named stages in different pipelines are never merged, Record ID is used as the join key, and Days to close is read as a value rather than recomputed.
Prefer the full explorer? Open the app, or start from the generic dashboard builder.
The same stage name can mean two different things
HubSpot lets every pipeline define its own stages. A services pipeline and a new business pipeline can both have a stage called Qualified, sitting at different positions with different probabilities and completely different meanings to the people using them. Group the export by Deal Stage alone and you have quietly merged two funnels. The Pipeline column is right there, and reading the two together is the difference between a funnel chart and a wall art.
The money side has its own fork. Portals selling in more than one currency get both an Amount and an Amount in company currency, and only the second is safe to total. The first is whatever the customer is paying in, so a strong quarter in Europe and a strong quarter at home add together into a number denominated in nothing. This page picks the company currency column when it is populated and says so, keeping the deal currency as a dimension you can still break down by.
How to export from HubSpot
- Open the deals index Sign in and go to CRM, then Deals. Make sure you are in the right HubSpot account if you have access to several, since the account switcher at the top right decides what the export contains.
- Set a view or a filter first The export follows the current view. A saved view filtered to My Deals will export only yours, which is a common way to end up with a pipeline that looks a third the size it should be.
- Choose Export from the Actions menu The Actions dropdown above the table has Export. Pick the CSV format and choose all properties rather than the visible columns, or Amount in company currency and Original Traffic Source will not be in the file.
- Collect the emailed file HubSpot builds the export in the background and mails a download link to the user who requested it. The link expires after a few days, so download it before it does.
- Drop the CSV here Pipeline becomes the first filter chip, Deal Stage becomes the funnel, and the amount column is chosen for you based on which one carries values.
Property-level permissions apply to exports. If Amount is restricted for your user, the column arrives empty rather than missing, which looks like a broken file but is really an access setting.
Try with sample HubSpot data (the same columns, 88 rows, no upload needed).
What the dashboard shows
Every panel below is built from a column that is actually in the export, named the way HubSpot names it.
- Pipeline funnel by stage. Deal Stage in its pipeline order, counted and valued, so the drop-off between two specific stages is readable at a glance.
- Won value over time. Close Date as the axis with closed won deals only, which is the chart the sales meeting actually wants.
- Owner leaderboard. Deal owner ranked by value and by count, since the two orderings usually disagree and the disagreement is the interesting part.
- Deal Type split. New business against existing business, which changes how you should read every other number on the page.
- Sales cycle length. Days to close as a distribution rather than an average, because a long tail of stalled deals hides behind a mean.
- Source attribution. Original Traffic Source against won value, which is the only column in this file that reaches back to marketing.
Record ID,Deal Name,Deal Stage,Deal owner,Pipeline,Amount,Amount in company currency,Currency,Deal Type,Create Date,Close Date,Days to close,Original Traffic SourceHubSpot export details that change your numbers
- Two amount columns, one total. Amount is in the deal currency. Amount in company currency is restated at the portal exchange rate. Only the second can be summed across a multi-currency portal.
- Deal stages belong to a pipeline. Stage labels are defined per pipeline, so the same word can appear twice with different positions and probabilities. Always group by Pipeline first.
- Record ID is the only stable key. Deal names repeat constantly, especially for renewals. Deduplicate and join on Record ID, and keep it as text so no spreadsheet reformats it.
- Days to close is precomputed. HubSpot writes it rather than leaving you to subtract dates, and it is blank for open deals. Recomputing it from Create Date and Close Date will not always match.
- Close Date is a forecast until it is not. For open deals it is the expected close, editable by the owner. Charting won revenue on it without filtering to closed won mixes hope with history.
- Exports honor the current view. Filters, and any team or ownership scoping on the saved view, carry into the file. There is nothing in the CSV to tell you what was excluded.
Pick the company currency column, pair every stage with its pipeline, and filter to closed won before you talk about revenue. HubSpot exports are clean once those three habits are in place.
Frequently asked questions
Which amount column should I total?
Amount in company currency, whenever it is populated. Amount holds the value in whatever currency the deal was created in, so totaling it across a portal that sells in euros and dollars produces a number in no currency at all. The company currency column is HubSpot's own conversion at the portal rate. Keep Currency as a group-by so you can still see the regional mix behind the total.
Why do I have the same stage name twice?
Because deal stages are defined per pipeline and nothing stops two pipelines from using the same label. A stage called Qualified in your new business pipeline and one in your renewals pipeline are separate objects with separate probabilities. Group by Pipeline before Deal Stage, or the funnel merges two processes and the conversion rates it produces describe neither of them.
What is Record ID for?
It is the internal HubSpot identifier for the deal and the only field guaranteed to be unique. Deal names repeat, especially for annual renewals of the same account, so any deduplication or join across exports should run on Record ID. Keep it as text rather than a number so nothing reformats long identifiers, and it also lets you build a direct link back into the portal.
Can I trust Days to close?
For closed deals, yes, since HubSpot calculates it from the create and close timestamps rather than the dates you see. For open deals it is blank, which is correct. Recomputing it yourself from Create Date and Close Date can differ by a day because of time zones and because the underlying timestamps carry more precision than the exported dates do.
Why does my export have fewer deals than the CRM shows?
The export follows the view you were looking at. A saved view scoped to your own deals, or to one pipeline, or filtered to this quarter, exports only that subset, and the resulting file carries no record of what was left out. Clear the filters or switch to an all deals view before exporting, then check the row count against the CRM before you present anything.
Is any of this sent to a server?
No. The CSV is parsed in your browser tab and everything is drawn from memory. A deals export contains customer names, deal values and owner names, which is commercially sensitive in a way that makes uploading it to an unfamiliar site a bad idea. There is no upload step here, and closing the tab is the entire cleanup.
Related tools
See a HubSpot pipeline before you export your own
88 deals across two pipelines with overlapping stage names, three currencies, open and closed rows, and Days to close blank exactly where it should be.
Open the sample HubSpot dashboard