Export deals

Exporting deals allows your workspace to take deal data outside CollabOS for reporting, performance review, and operational analysis. This is especially useful for teams with active execution workflows and many ongoing opportunities.

Why exporting deals matters

Deal exports help teams:

• review active and completed deal activity
• share collab performance summaries
• analyze pipeline movement
• compare outcomes across managers
• build reports for internal leadership

What a deal export may include

A deal export may include information such as:

• deal title
• deal type
• status
• priority
• related project
• whitelist tracking numbers
• deadlines
• follow-up dates
• assigned manager
• timestamps or execution context

The exact export fields depend on your product implementation.

Why deal exports are especially valuable

Deals are often the clearest execution record in the workspace. That makes exports useful for understanding:

• what is active
• what is blocked
• what has been completed
• what teams are delivering
• where opportunities are slowing down

When to export deals

Deal exports are useful when:

• reviewing pipeline performance
• preparing internal performance summaries
• analyzing WL outcomes
• comparing execution quality across time periods
• sharing updates with founders or leads

💡Best practices

• update statuses before exporting
• make sure WL numbers are current
• keep deadlines and follow-ups accurate if they matter to the report
• use exports as a structured snapshot, not as your live operating system