Pipedrive export to dashboard
Every Pipedrive header starts with the entity name.
Export deals from Pipedrive and drop the CSV here. Every column in that file is named after the entity it came from, so you get Deal - Value and Organization - Name rather than plain column names, and most tools fail to match them. The prefixes are normalized on load, Won time is understood as blank for anything not won, and pipeline and stage are read together.
Prefer the full explorer? Open the app, or start from the generic dashboard builder.
A header format that defeats almost every importer
Pipedrive exports are joined at export time. A deal row can carry fields from the deal, the organization and the contact person all at once, so the header disambiguates them by prefixing each column with its entity and a hyphen: Deal - Value, Organization - Name, Person - Name. It is a sensible choice and it is also why every importer expecting a column called Value finds nothing, and why a mapping built for one export breaks when someone adds a person field to the next one.
The other thing to internalize is that this file records three timestamps with very different fill rates. Add time is always there. Expected close date is a plan and moves. Won time only exists for deals that were actually won, which means it is blank for every open deal and every lost one. That is correct data, not a gap, and a completeness check that flags it will send you looking for a problem that does not exist. Sales cycle length has to be computed from Add time to Won time on won rows only.
How to export from Pipedrive
- Open the deals list view Sign in at your Pipedrive domain and switch the Deals view from the pipeline board to the list view. Exports come from the list, not from the kanban board, and the board view has no export control.
- Choose your columns Use the column picker on the right of the list. Anything you add from the organization or person object arrives with its entity prefix attached, which is worth knowing before you build a mapping around the header.
- Clear the filter or pick the one you want The list respects the active filter, including the default that often shows only open deals. A pipeline with no lost deals in it will give you a win rate of one hundred percent.
- Export from the three dot menu The menu above the list has Export filtered results. Choose CSV. Pipedrive prepares the file and it lands under the export history in settings as well as downloading.
- Drop it here Prefixes are stripped for matching, Deal - Pipeline becomes the top-level chip, and Deal - Status separates open, won and lost before anything is totaled.
Custom fields keep their entity prefix too, so a custom field named Value on the organization object arrives as Organization - Value and sits one letter away from Deal - Value in an alphabetical column list. Check which one you picked.
Try with sample Pipedrive data (the same columns, 90 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 Pipedrive names it.
- Pipeline value by stage. Deal - Stage in pipeline order, valued and counted, with Deal - Pipeline available as the filter above it.
- Win rate by owner. Won against lost from Deal - Status, per Deal - Owner, which is a far more honest ranking than total value closed.
- Sales cycle length. Add time to Won time on won deals only, shown as a distribution so one nine-month outlier does not set the expectation.
- Source channel performance. Deal - Source Channel against won value, which is the closest this export gets to marketing attribution.
- Organization concentration. Organization - Name ranked by value, the panel that tells you how much of the pipeline rests on two logos.
- Forecast against reality. Expected close date compared with Won time, which quantifies how optimistic the team's dates really are.
Deal - ID,Deal - Title,Deal - Value,Deal - Currency,Deal - Pipeline,Deal - Stage,Deal - Status,Deal - Owner,Organization - Name,Person - Name,Deal - Add time,Deal - Won time,Deal - Expected close date,Deal - Source ChannelPipedrive export quirks
- Headers carry an entity prefix. Deal - Value, Organization - Name, Person - Name. The space, hyphen and space are part of the header text, and naive column matching finds none of them.
- Won time is blank unless won. Open and lost deals have nothing there, correctly. Any cycle length computed over all rows either errors out or silently drops most of the file.
- Custom fields collide by name. A custom field on the organization can share a name with a deal field, and only the prefix separates them. Alphabetical column lists put them next to each other.
- Status and Stage answer different questions. A lost deal still records the stage it reached. Filtering to a late stage without checking status counts deals that died there.
- Currency is per deal. Deal - Currency sits beside Deal - Value with no converted column, so a multi-currency team cannot total Value without converting first.
- The export follows the active filter. Pipedrive defaults many views to open deals only. Export that and your pipeline has no losses, which breaks every conversion rate on the page.
Strip the prefixes, treat blank Won time as information rather than a defect, and make sure lost deals made it into the file. Pipedrive's export is well structured underneath the naming, and those three checks are all it needs.
Frequently asked questions
Why does my importer not recognize any Pipedrive columns?
Because every header is prefixed with the entity it came from and a hyphen, so the value column is literally named Deal - Value. Pipedrive does this because one row can carry deal, organization and person fields at once and the names would otherwise collide. Anything matching on a bare name finds nothing. This page strips the prefix for matching and keeps it for the labels you see.
Why is the Won time column mostly empty?
It only fills for deals that were actually won. Open deals have not been won yet and lost deals never will be, so blank is the correct value in both cases. Use it as your filter for won deals rather than treating it as missing data, and compute sales cycle length from Add time to Won time across only the rows where it is present.
Can I total the Value column directly?
Only if your team sells in one currency. Deal - Currency sits alongside Deal - Value and there is no converted column in the export, so a mixed-currency pipeline sums into a meaningless figure. Group by currency to get one total per currency, or convert externally before loading if you need a single number for a board slide.
How do I get lost deals into the export?
Change the filter on the deals list before exporting. Many default views show open deals only, and the export honors whatever filter is active with no note in the file about what was excluded. Without lost deals your win rate reads as one hundred percent and every stage conversion looks perfect, which is a very easy mistake to present in a meeting.
What is the difference between Stage and Status?
Stage is the column of the pipeline board the deal sits in or last sat in. Status is whether it is open, won or lost. A lost deal keeps the stage it reached, which is genuinely useful for seeing where deals die, but it means a stage filter alone will include corpses. Read them together and the funnel becomes honest.
Does the file get uploaded anywhere?
No. It is read by JavaScript in your browser and held in memory while the tab is open. A Pipedrive export contains organization names, contact names and deal values together, which is a customer list with revenue attached. There is no upload path in this page, no account to create, and nothing persists after you close the tab.
Related tools
Try a Pipedrive export with the prefixes handled
90 deals across two pipelines, open, won and lost, with entity-prefixed headers, a per-deal currency column and Won time blank exactly where it belongs.
Open the sample Pipedrive dashboard